Wealth Manager

2 weeks ago


Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full time

Position: WealthManager

Location:Dubai UAE

Employment Type: FullTime

About theRole:

My client a premierfinancial services firm is seeking an experienced and highlymotivated Wealth Manager to join their dynamic team in Dubai. Thisrole is pivotal in providing tailored financial advice and wealthmanagement solutions to highnetworth individuals and families. Theideal candidate will have a proven track record in wealthmanagement exceptional client relationship skills and a deepunderstanding of the financial markets.

KeyResponsibilities:

Develop andmanage a portfolio of highnetworth clients providing personalizedfinancial strategies and investment advice.

Conduct comprehensive financial planning including investmentmanagement retirement planning estate planning and taxoptimization.

Analyze clients financialsituations risk tolerance and investment goals to create tailoredwealth management plans.

Monitor and reviewclients investment portfolios making adjustments as necessary toensure alignment with their financial objectives.

Stay updated with market trends economic conditions andregulatory changes to provide informed advice to clients.

Collaborate with internal teams including investmentanalysts and financial planners to deliver integrated financialsolutions.

Maintain strict confidentiality andadhere to all regulatory and compliance requirements.

Qualifications:

Bachelors degree in Finance Economics BusinessAdministration or a related field (Masters degree or relevantcertifications)

Minimum of 5 years ofexperience in wealth management or a related financial advisoryrole.

Proven track record of managing andgrowing a portfolio of highnetworth clients.

Strong knowledge of financial products investment strategies andmarket dynamics.

Excellent communicationnegotiation and interpersonal skills.

Abilityto build and maintain longterm client relationships based on trustand integrity.

Proficiency in financialplanning software and tools.

A transferablebook of clients with over $5 million in Assets Under Management(AUM) is required.

Skills andCompetencies:

Strategic thinkingand analytical skills.

High level ofprofessionalism and ethical standards.

Clientfocused with a commitment to delivering exceptionalservice.

Strong organizational and timemanagement skills.

Ability to workindependently and as part of a team.

Benefits:

Competitive salary and performancebased incentives.

Comprehensive health and wellness benefits.

Opportunities for professional development and careeradvancement.

Supportive and collaborative workenvironment.

ApplicationProcess:

Interested candidatesare encouraged to apply with their resume and a cover letterdetailing their relevant experience and why they are a good fit forthis role.

Competitivesalary and performancebased incentives.

Comprehensive health and wellness benefits.

Opportunities for professional development and careeradvancement.

Supportive and collaborative workenvironment.

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

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