Client Account Manager, Wealth Management

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,...

Skybound Wealth Management are seeking an experienced and detail oriented Management Accountant to join their fast paced and ever expanding Dubai office. The role holder will be responsible for managing the company's financial records, preparing financial reports, and analyzing financial data. **Job Responsibilites**: - Preparing financial statements for...

Skybound Wealth Management are seeking an experienced and detail-oriented Accountant to join their fast paced and ever-expanding Dubai office. **Job Responsibilites**: - Bookkeeping and accounting - VAT return filing - Maintaining accounts receivable and payables - Ensure timely payment of invoices and confirming validity. - Updating financial records via...

**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...

As 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 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...

**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...

Preparing financial statements for internal and external use - Preparing monthly management accounts and quarterly group consolidated accounts - Preparing monthly and bi-weekly payruns - Monitoring the Accounts and Commissions inboxes - Preparing weekly reports on company and Advisors/BDM’s performance - Processing Advisors/BDM commissions onto our...

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...

**About Us**: Baraka’s mission is to help millions of young people across the Middle East find financial empowerment. Our apps help young professionals in the GCC region trade stocks, buy index funds, discover financial news, and do much more. We’re here to educate and empower the Middle East’s next generation of investors. We’re a world class team...

United Arab Emirates - Business management, administration and support - Global Wealth Management **Job Reference #** - 298596BR **City** - Dubai **Job Type** - Full Time **Your role** - Do you look for a new challenge within the dynamic and fast paced Wealth Management environment? Do you want to be part of a high performing team? Do you have a "can do"...

The Role **Requirements**: - Bachelor's degree in Finance, Business, Economics, or related field; Master's degree or professional certification (e.g., CFA, CFP) is a plus. - Proven track record of success in wealth management, with a strong portfolio of high-net-worth clients and demonstrated ability to generate and retain business. - In-depth knowledge of...

Client Account Manager CST Dubai **Your role** Do you look for a new challenge within the dynamic and fast paced Wealth Management environment? Do you want to be part of a high performing team? Do you have a "can do" mentality and want to be part of our growth story and create impact? We're looking for a client account manager to: - manage daily business...

Client Account Manager - CST Dubai **Your role** Do you look for a new challenge within the dynamic and fast paced Wealth Management environment? Do you want to be part of a high performing team? Do you have a "can do" mentality and want to be part of our growth story and create impact? We're looking for a client account manager to: - manage daily...

Position: Office Manager Company Overview: Hoxton Wealth is a leading financial services company that specializes in wealth management and investment advisory services. With a team of experienced professionals and a commitment to providing personalized solutions, we have established a strong reputation in the industry. Job Overview: We are looking for a...

United Arab Emirates - Business management, administration and support - Global Wealth Management **Job Reference #** - 303894BR **City** - Dubai **Job Type** - Full Time **Your role** - Do you look for a new challenge within the dynamic and fast paced Wealth Management environment? Do you want to be part of a high performing team? Do you have a "can do"...

Overview BNY Mellon’s Client Strategist Accelerated Development (Cornerstone) Program is a great opportunity for professionals with a financial services sales/business development background to take their career to the next level. Cornerstone is a two-year comprehensive sales development program where the individual will gain the skills, knowledge, and...

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...

**Job description**: Charterhouse is working with an industry-leading financial institution that specialises in investment management, as well as bespoke wealth and asset advisory. Our client is part of a larger group in the region, and they are looking to hire a Head of Wealth Management, who would be in charge of leading a team of wealth managers and...

**_Job Responsibilities:_**: - _Accompany Wealth Managers in the commercial relationship and the operational support of our clients, in order to discover the management of a client portfolio as a whole._ - _Participate on a daily basis in the management and monitoring of our clients’ accounts in strict compliance with the legislation in force and our...