Relationship Manager, Wealth Management

**Job Position: - Relationship Manager - Wealth Management** **Job Location: - Dubai** **Industry: - Financial Services** Job Requirement: - **As a Relationship (Wealth) Manager, you must have the ability to manage client relationships and generate new opportunities. You will also have to maintain a proactive and positive working environment, contributing...

Job OverviewWe are seeking a highly skilled Wealth Management Professional to join our team as a Relationship Manager. This role will be responsible for developing and maintaining relationships with high net worth clients, providing them with tailored wealth management solutions and exceptional service.About the RoleDevelop and maintain relationships with...

Role Overview: Key Responsibilities: Client Acquisition and Portfolio Management - Ensured an average portfolio size per client of USD 3-5 million over 12-24 months. - Should have onboarded and fund 8-10 new clients within the first six months. - Establish and nurture long-term relationships with clients to drive loyalty and retention. Investment Advisory...

United Arab Emirates - Human Resources (HR) - Global Wealth Management **Job Reference #** - 285255BR **City** - Dubai **Job Type** - Full Time **Your role** - Are you at your best when solving problems for clients and building long-term relationships? Do you have a proven track record in client advising and selling? We are looking for someone who can...

Job Overview:Hoxton Wealth is a global financial services firm that leverages a tech and tax-led approach to financial planning. We are seeking a skilled Partnered Paraplanner to join our team and work closely with one of our top advisors.Key Responsibilities:Develop and implement comprehensive financial plans for clients, including investment strategies,...

Wealth Manager with Seguro commercial (Wealth Managment Dubai) - Responsible for acquiring preferred HNI clients - A thorough understanding of financial markets, their behavior, movements and expectations with respect to market. - Managing and offering Mutual Funds, Equity Sales, Portfolio Management, Wealth Management services - Maintaining client...

KEY RESPONSIBILITIES ARR Talent is pleased to be working with a leading Dubai-based, boutique Wealth Management firm that has an exciting opportunity for an experienced employed Wealth Manager/Financial Adviser to join their UAE team.This is a unique opportunity to be part of an exciting business story and work within a UAE Adviser firm that embodies UK...

**Role: - Wealth Manager / Sr. Wealth Manager** To meet the defined targets by offering wealth products to HNI clients, while driving business development and client management. **Roles & Responsibilities** - To provide clients a full range of wealth management products, while building long term relationships with the clients. - To help develop investment...

Location: United Arab Emirates, Dubai, DIFC Full / Part time: Full time Permanent / Temporary: Permanent contract Corporate Title: VP Reporting Line to: Group Head of Wealth Management Global South-Asia (GSA) Start Date: As soon as possible Wealth Management Relationship Manager Wealth Management Deutsche Bank's Private Bank corporate division...

**Job Description : Relationship Manager -Wealth** The objective of the role involves providing independent financial advisory to High Net-worth Individual clients for creating, growing and safe-guarding their wealth. As a Financial Advisor you will be prospecting clients, understanding their investment needs, designing appropriate solutions and advising...

Company OverviewOur client is a leading global wealth management firm, serving the expatriate community with expertise and dedication. As a prominent member of the FTSE 100, they manage over £150 billion in Client Funds Under Management.Their commitment to quality, face-to-face wealth management advice has earned them a reputation as one of the world's most...

At Wimbledon Wealth, we are seeking a dynamic and driven Wealth Management Professional to join our esteemed team.About Us:We are a leading financial advisory firm dedicated to providing exceptional wealth management services. We pride ourselves on our client-centric approach, innovative solutions, and commitment to excellence.Role Overview:As a Wealth...

**The Role**: Hoxton Capital Management is a private wealth advisory business, which focuses on servicing both international investors and expatriates worldwide. We are at the forefront of developing a cutting-edge wealth management app equipped with powerful tools such as net worth tracking and a suite of free financial tools. As we continue to grow, we are...

Key Responsibilities: - Develop and manage relationships with high-net-worth individuals. - Provide tailored financial advice on investments, estate planning, and tax strategies. - Manage client portfolios, offering timely investment adjustments. - Identify and acquire new clients through networking and referrals. - Provide regular performance reports and...

**Job**: Wealth Management Sales Associate **Department**: Wealth Management **Qualification**: - Bachelors degree in finance, business administration, or a related field. - MBA, CFA, or other relevant professional certifications are highly preferred. - Minimum 3 years of experience working as a Wealth Management Sales Associate in a wealth management...

1. Conduct thorough investment analysis and provide recommendations tailored to the financial goals. 2. Monitor and adjust investment portfolios based on market conditions and the risk profile. 3. Develop personalized financial plans to achieve short-term and long-term objectives 4. Collaborate with legal professionals to develop and implement effective...

Position: Management Accountant Company Overview: Hoxton Wealth is a global financial services firm with offices in key locations, including Cyprus, the United States, the United Kingdom, Dubai, South Africa, and Australia. The company leverages a tech and tax-led approach to financial planning, combining innovative technology solutions with deep expertise...

Our Client is a leading Asset Management firm located in the heart of the Dubai International Financial Centre (DIFC), with a digital platform and access to global markets and exclusive private deals, well structured to service clients from various geographies and diverse investment interests. They operate independently and actively manage their clients own...

**About Us**: Hoxton Wealth, established in 2018, is a leading financial services firm managing approximately £2.3 billion in assets under management (AUM). We are on a growth trajectory, aiming to reach £5 billion by 2027. Our operations span multiple jurisdictions, including the UK, UAE, EU, South Africa, Australia, and the USA. **Role Overview**: As...

Job DescriptionThe Lead Salesperson is responsible for meeting agreed sales and revenue targets. The Lead Salesperson will use detailed client / product knowledge, market knowledge and client relationships to generate sales opportunities and work to meet client satisfaction expectations. The Lead Salesperson will acquire and maintain deep knowledge about the...