Senior Wealth Manager

4 days ago


Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full time

Elevate Your Career as a SeniorWealth Manager at Our Client WimbledonWealth

Are you passionate aboutguiding clients toward financial success and security Our clientWimbledon Wealth is seeking an experienced and driven Senior WealthManager to join their dynamic team.

AboutOur Client:

Wimbledon Wealth is aprestigious financial advisory firm known for its personalizedapproach and innovative financial solutions. They are committed toempowering clients to achieve their financial goals andaspirations.

RoleOverview:

As a Senior WealthManager you will be instrumental in providing expert financialadvice and developing customized investment strategies to helpclients grow and manage their wealth. You will work closely withclients to understand their financial objectives and providesolutions that align with their unique needs.

KeyResponsibilities:

Conductthorough financial assessments and portfolio reviews forclients.

Develop and present tailored wealthmanagement and investment strategies.

Build andmaintain strong client relationships through regular communicationand proactive engagement.

Stay informed aboutthe latest financial products market trends and regulatorychanges.

Mentor junior team members andcollaborate with finance professionals to enhance clientservice.

WhatOur Client Offers:

Competitive salary with attractive commission structures.

Opportunities for continuous professional development andadvanced training.

A collaborative andsupportive work culture.

Access to cuttingedgefinancial planning tools and resources.

Qualifications:

Proven experience as a Wealth Manager Financial Adviseror in a similar senior financial role.

Stronganalytical skills and indepth financial knowledge.

Excellent communication and relationshipbuildingabilities.

A proactive and clientfocusedapproach.

Relevant financial certificationssuch as DIpFA CFP CFA or equivalent are highly desirable.

Howto Apply:

Ready to make asignificant impact on the financial lives of clients Please sendyour resume and a cover letter detailing your experience andpassion for wealth management.

Join WimbledonWealth and be part of a team that values expertise innovation andclient success. They cant wait to meetyou

Competitive salary withattractive commission structures.

Continuousprofessional development and training opportunities.

A collaborative and supportive work culture.

Access to advanced financial planning tools andresources.

Key Skills
Business Development,Estate Law,SalesExperience,Trusts,Wealth Management,FinancialServices,Organizational skills,InvestmentExperience,Banking,Securities Law,FinancialPlanning,Wills
Employment Type :Full Time
Experience: years
Vacancy: 1
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