Wealth Management Sales Associate
1 month ago
**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 company, financial institution, brokerage firm, or bank.
- Proven track record of achieving sales targets and generating revenue.
- Strong understanding of financial markets, investment strategies, and wealth management products.
- Excellent communication, interpersonal, and presentation skills.
- Sound knowledge of regulatory frameworks governing the wealth management industry.
**No. Of Openings**: 1 to 2
**Location**: Dubai
**Experience in years**: 3+ years
**Responsibilities**
- **Drive Sales**:
- Achieve monthly revenue targets by actively promoting and selling our wealth management products and services.
- Develop and execute sales strategies to acquire new clients and grow existing relationships.
- Identify and pursue new business opportunities through networking, referrals, and market research.
- Proactively identify and capitalize on opportunities to cross-sell relevant products and services offered by the firm to existing clients.
- **Relationship Management**:
- Build and maintain strong relationships with high-net-worth clients, providing personalized advice and solutions.
- Provide exceptional customer service and address client inquiries promptly and professionally.
- Conduct regular client meetings to review portfolios, discuss financial goals, and offer investment recommendations.
- **Business Development**:
- Develop and expand distribution channels for the firms wealth management services.
- Generate new leads and referrals through networking, industry events, and marketing initiatives.
- Collaborate with internal teams to ensure seamless client onboarding and service delivery.
- **Product Knowledge**:
- Maintain a strong understanding of the firms wealth management offerings, including investment strategies, financial planning tools, and estate planning solutions.
- Stay up-to-date on financial market trends, wealth management products, and regulatory changes.
- **Compliance**:
- Adhere to all applicable regulations and internal policies, ensuring compliance with industry standards and ethical practices.
- Maintain accurate records of client interactions and transactions.
-
Wealth Manager
6 months ago
Dubai, United Arab Emirates Skybound Wealth Management Full timeAs a leading organization in our sector with offices based across the globe, Skybound Wealth Management have developed a unique advice proposition which has led to a significant increase in client demand. As a Financial Planner in the UAE, you will work in a face to face and online capacity with clients across the Emirates and wider GCC. Skybound will also...
-
Wealth Management Associate Partner
2 months ago
Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full timeJob SummaryWe are seeking an experienced Wealth Management Associate Partner to join our team in Dubai. As a key member of our financial services team, you will be responsible for providing high-quality wealth management advice to our clients in the UAE.About the RoleAs a Wealth Management Associate Partner, you will be responsible for:Providing expert...
-
Sales Associate
6 months ago
Dubai, United Arab Emirates Wealth World Markets Full time**Company Description** Wealth World Market is an award-winning international online Forex and CFDs trading firm located in Dubai. We offer our traders high-quality investment opportunities, a rewarding trading experience, and access to a diverse range of trading products including forex currency pairs, commodities, futures, indices, and stocks. Our...
-
Experienced Paraplanner for Wealth Management
2 months ago
Dubai, Dubai, United Arab Emirates Hoxton Wealth Full timeJob 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 Management Associate
7 months ago
Dubai, United Arab Emirates Mayfair Partners Full timeM- Posted by - Mughees Ahmed- Recruiter Wealth Management Associate Mayfair Partners has been exclusively mandated to support an independent regulated financial services provider based in Dubai International Financial Center (DIFC), they specialize in offering bespoke solutions to its clients. As an international wealth manager, they primarily work with...
-
Business Development Associate
8 months ago
Dubai, United Arab Emirates Skybound Wealth Management Full timeAre you a successful salesperson looking to build a career in Wealth Management? Then this is the job for you. At Skybound, we consider that the Business Development team adds fundamental value to the overall success of the business, making this role an excellent opportunity for someone who is driven to achieve their goals. The focus of the role is to...
-
Wealth Management Associate
1 month ago
Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full timeOur prestigious FTSE 100 member, a prominent wealth management firm globally, is seeking a seasoned financial adviser to cater to the UAE's expatriate community. This presents an exceptional opportunity to enhance career experience and develop personal and business equity in a dynamic economy.Key Responsibilities:Providing face-to-face wealth management...
-
Wealth Manager
6 days ago
Dubai, United Arab Emirates Seguro Full timeWealth 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...
-
Trainee Wealth Manager
6 months ago
Dubai, United Arab Emirates Acuma deVere Full timeThe deVere Group of companies is one of the world’s leading independent financial institutions offering clients across the globe the powerful combination of personal financial advice and innovative digital solutions. Founded in 2002 and now comprising of 97 different legal entities globally, deVere provides a broad range of Financial Services including...
-
Wealth Management Associate
1 month ago
Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full timeAbout the RoleWe are seeking a seasoned financial adviser to cater to the UAE's expatriate community and beyond. As a Wealth Management Partner, you will be part of a prestigious FTSE 100 member managing over 150 billion GBP in Client Funds Under Management.Your Key ResponsibilitiesProvide high-quality, face-to-face wealth management advice to clientsDevelop...
-
Bookkeeper
3 months ago
Dubai, United Arab Emirates Skybound Wealth Management Full timeAs a Bookkeeper at Skybound Wealth Management, you will play a crucial role in maintaining the financial health of our organisation. Reporting directly to the Financial Controller, you will be responsible for managing day-to-day bookkeeping tasks, ensuring accuracy and compliance in all financial transactions. **Key Responsibilities**: - **Record...
-
Wealth Management Professional
4 weeks ago
Dubai, Dubai, United Arab Emirates Deutsche Bank Full timeJob DescriptionWe are seeking a skilled Wealth Management Professional to join our team at Deutsche Bank. As a key member of our team, you will be responsible for onboarding new clients and supporting periodic reviews of existing clients.The ideal candidate will have a Bachelor's Degree in Finance and at least 3 years of experience in client onboarding...
-
Wealth Manager
6 months ago
Dubai, United Arab Emirates Swals Marketing Management LLC Full time1. 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...
-
Global Advice Manager
7 days ago
Dubai, United Arab Emirates Hoxton Wealth Full time**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...
-
Group Head of Finance
6 months ago
Dubai, United Arab Emirates Skybound Wealth Management Full time**Role Overview**: As the Global Head of Finance, you will be responsible for overseeing all financial activities of Skybound Wealth Management, ensuring financial health, compliance and strategic growth. Your primary duties will include managing financial forecasting and reporting, day to day oversight of finance processes as well as developing and...
-
Wealth Manager
4 months ago
Dubai, United Arab Emirates deVere Group London Full time**Wealth Management Advisors wanted.** As the world’s leading, independent digital private investment bank and asset management organisations, deVere Group prides itself on providing high-class, professional advice to expatriate clients and investors all over the world. We advise over 100,000 clients across the globe with in excess of $12bn under advice...
-
Compliance Officer Wealth Management
6 months ago
Dubai, United Arab Emirates Emirates NBD Full timeAs the Compliance Officer in Wealth Management, you will be responsible for supporting the implementation of controls, compliance checks and compliance processes. You will execute tasks according to procedures to ensure regulatory compliance across the organization and escalate any issues to relevant parties where needed. Experience with Wealth Management or...
-
Wealth Manager
6 months ago
Dubai, United Arab Emirates Red and Green Biz Full timeKEY 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...
-
Senior Wealth Management Executive
1 month ago
Dubai, Dubai, United Arab Emirates Hornby Chapman Full timeAbout the RoleWe are seeking an experienced Sales and Relationship Manager to join our team at Hornby Chapman. The successful candidate will have a strong background in wealth management, with a proven track record of building and maintaining relationships with high net worth clients.Key ResponsibilitiesDevelop and implement sales strategies to drive...
-
Product Marketing Manager
3 months ago
Dubai, United Arab Emirates Hoxton Wealth Full time**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...