Wealth Management Specialist
1 week ago
Wealth Management Specialist
Ref: 1388
Abu Dhabi
Our client is a distinguished financial services firmknown for its commitment to excellence and clientcentered approach.With a legacy of providing comprehensive wealth managementsolutions the client specializes in tailored strategies designed tooptimize financial growth and security for its diverseclientele.
As a Wealth Management Specialistwith the client the individual will play a pivotal role indelivering sophisticated financial solutions to esteemed clients.They will be responsible for providing expert guidance andpersonalized advice to highnetworth individuals families andinstitutions ensuring their financial objectives are met withprecision and efficiency.
KeyResponsibilities:
Client RelationshipManagement: Cultivate and maintain strongrelationships with clients by understanding their unique financialgoals preferences and risk tolerance levels. Serve as their trustedadvisor offering comprehensive wealth management solutions tailoredto their specific needs.
FinancialPlanning and Advisory: Conduct indepth financialanalysis and develop customized wealth management strategiesencompassing investment planning retirement planning estateplanning tax optimization and risk management. Continuously monitorand adjust strategies to align with evolving client goals andmarket dynamics.
PortfolioManagement: Oversee the construction monitoring andrebalancing of client investment portfolios leveraging a diverserange of asset classes investment vehicles and alternativestrategies. Implement disciplined investment strategies aimed atachieving optimal riskadjusted returns while preservingcapital.
New BusinessDevelopment: Proactively identify and pursueopportunities to expand the firms client base and assets undermanagement (AUM). Collaborate with internal stakeholders to developmarketing initiatives and participate in networking events toattract prospective clients and deepen existingrelationships.
Compliance andRegulatory Adherence: Ensure strict adherence toindustry regulations compliance standards and internal policiesgoverning wealth management activities. Uphold the highest ethicalstandards and act in the best interests of clients at alltimes.
Qualifications andExperience:
Bachelors degree inFinance Economics Business Administration or a related field.Advanced degrees (e.g. MBA CFA CFP) Required.
Relevant industry certifications/licenses (e.g. Series 7 Series 66CFP) preferred.
Minimum of 5 years ofexperience in wealth management private banking or financialadvisory roles preferably serving highnetworth clients.
Transferable Client Base and Assets Under Management(AUM) in the UAE.
Proven track record ofsuccessfully managing client relationships and deliveringcomprehensive wealth management solutions.
Strong understanding of financial markets investment products andwealth management principles.
Excellentinterpersonal skills with the ability to communicate complexfinancial concepts effectively and build rapport with clients andcolleagues.
Sound judgment analytical prowessand attention to detail.
Remuneration:
Competitive salary commensurate with experience andqualifications.
Performancebased incentives andbonuses tied to individual and firmwide goals.
Comprehensive benefits package including health insurance andprofessional development opportunities.
Join the Team:
Embark on a rewarding career journey with the client andmake a meaningful impact in the lives of clients. Join a dynamicteam of wealth management professionals dedicated to deliveringexcellence in financial services. Apply today to become a WealthManagement Specialist and be part of the commitment to financialprosperity andsuccess.
Remuneration:
Competitive salary commensurate with experience andqualifications.
Performancebased incentives andbonuses tied to individual and firmwide goals.
Comprehensive benefits package including health insurance andprofessional developmentopportunities.
Remote Work :
No
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