Private Wealth Manager
3 months ago
**Private Wealth Manager**:
- Job Reference: QWRX5W6W
- Date Posted: 12 August 2024
- Recruiter: Independent Resourcing Consultancy
- Location: Abu Dhabi
- Salary: AED12,000 to AED30,000 Per Month
- Bonus/Benefits: + Commission
- Sector: Wealth Management
- Job Type: Permanent
- Contact: Maria Inglis
Our client is a distinguished financial services firm known for its commitment to excellence and client-centered approach. With a legacy of providing comprehensive wealth management solutions, the client specializes in tailored strategies designed to optimize financial growth and security for its diverse clientele.
As a Private Wealth Manager with the client, the individual will play a pivotal role in delivering sophisticated financial solutions to esteemed clients. They will be responsible for providing expert guidance and personalized advice to high-net-worth individuals, families, and institutions, ensuring their financial objectives are met with precision and efficiency.
**Key Responsibilities**:
**Client Relationship Management**: Cultivate and maintain strong relationships with clients by understanding their unique financial goals, preferences, and risk tolerance levels. Serve as their trusted advisor, offering comprehensive wealth management solutions tailored to their specific needs.
**Financial Planning and Advisory**: Conduct in-depth financial analysis and develop customized wealth management strategies encompassing investment planning, retirement planning, estate planning, tax optimization, and risk management. Continuously monitor and adjust strategies to align with evolving client goals and market dynamics.
**Portfolio Management**: Oversee the construction, monitoring, and rebalancing of client investment portfolios, leveraging a diverse range of asset classes, investment vehicles, and alternative strategies. Implement disciplined investment strategies aimed at achieving optimal risk-adjusted returns while preserving capital.
**New Business Development**: Proactively identify and pursue opportunities to expand the firm's client base and assets under management (AUM). Collaborate with internal stakeholders to develop marketing initiatives and participate in networking events to attract prospective clients and deepen existing relationships.
**Compliance and Regulatory Adherence**: Ensure strict adherence to industry regulations, compliance standards, and internal policies governing wealth management activities. Uphold the highest ethical standards and act in the best interests of clients at all times.
**Qualifications and Experience**:
- Bachelor's degree in Finance, Economics, Business Administration, or a related field. Advanced degrees (e.g., MBA, CFA, CFP) Required.
- Relevant industry certifications/licenses (e.g., Series 7, Series 66, CFP) preferred.
- Minimum of 5 years of experience in wealth management, private banking, or financial advisory roles, preferably serving high-net-worth clients.
- Transferable Client Base and Assets Under Management (AUM) in the UAE.
- Proven track record of successfully managing client relationships and delivering comprehensive wealth management solutions.
- Strong understanding of financial markets, investment products, and wealth management principles.
- Excellent interpersonal skills, with the ability to communicate complex financial concepts effectively and build rapport with clients and colleagues.
- Sound judgment, analytical prowess, and attention to detail.
**Remuneration**:
- Competitive salary commensurate with experience and qualifications.
- Performance-based incentives and bonuses tied to individual and firm-wide goals.
- Comprehensive benefits package, including health insurance and professional development opportunities.
**Join the Team**:
-
Private Wealth Manager
2 months ago
Abu Dhabi, United Arab Emirates Click and Connect Online Limited Full timeOur client is a distinguished financialservices firm known for its commitment to excellence andclientcentered approach. With a legacy of providing comprehensivewealth management solutions the client specializes in tailoredstrategies designed to optimize financial growth and security forits diverse clientele. As a PrivateWealth Manager with the client the...
-
NRI Private Wealth Manager
1 month ago
Abu Dhabi, Abu Dhabi, United Arab Emirates Click and Connect Online Limited Full timeJob Title: NRI Private Wealth ManagerAt Click and Connect Online Limited, we are seeking a highly skilled NRI Private Wealth Manager to join our team. As a key member of our wealth management team, you will be responsible for managing and growing a portfolio of high-net-worth non-resident Indian (NRI) clients.Key Responsibilities:Build and maintain long-term...
-
Private Banking Manager
4 weeks ago
Abu Dhabi, Abu Dhabi, United Arab Emirates Talent Pal Full timeJob SummaryTo spearhead the delivery of exceptional wealth management services to high net worth clients, a skilled Private Banking Manager is required. The successful candidate will be responsible for building and maintaining strong relationships with clients, providing tailored investment advice, and ensuring seamless execution of financial...
-
Investment Associate, Global Private and Public
5 months ago
Abu Dhabi, United Arab Emirates PER, Private Equity Recruitment Full timeInvestment Associate, Global Private and Public Markets, Family Office, Abu Dhabi, UAE **About our client** Our client is an internationally active alternative investment fund with a strong track record. The team invests in traditional private equity and private credit, as well as private credit fund managers and public equities. The fund has a global...
-
Associate, Global Private and Public Markets
6 months ago
Abu Dhabi, United Arab Emirates PER, Private Equity Recruitment Full timeAssociate, Global Private and Public Markets, Family Office, Abu Dhabi, UAE **About our client** Our client is an internationally active alternative investment fund with a strong track record. The team invests in traditional private equity and private credit, as well as private credit fund managers and public equities. The fund has a global mandate and is...
-
Associate, Global Private and Public Markets
6 months ago
Abu Dhabi, United Arab Emirates PER, Private Equity Recruitment Full timePER, Private Equity Recruitment Abu Dhabi, United Arab EmiratesPosted 14 hours ago Permanent Competitive - Associate, Global Private and Public Markets, Family Office, Abu Dhabi, UAE **About our client** Our client is an internationally active alternative investment fund with a strong track record. The team invests in traditional private equity and private...
-
Svp, Direct Investments, Global Private Equity
6 months ago
Abu Dhabi, United Arab Emirates PER, Private Equity Recruitment Full timeSVP, Direct Investments, Global Private Equity Firm, Abu Dhabi, UAE **About our client** Our client is a prestigious sovereign wealth fund that is looking for a SVP to join its growing team in Abu Dhabi. The individual will be focused on UAE investments. **What the job involves** - Leading and managing direct reports within the team (Associates/Senior...
-
Svp, Direct Investments, Global Private Equity
6 months ago
Abu Dhabi, United Arab Emirates PER, Private Equity Recruitment Full timePER, Private Equity Recruitment Abu Dhabi, United Arab EmiratesPosted 20 hours ago Permanent Competitive - SVP, Direct Investments, Global Private Equity Firm, Abu Dhabi, UAE **About our client** Our client is a prestigious sovereign wealth fund that is looking for a SVP to join its growing team in Abu Dhabi. The individual will be focused on UAE...
-
Wealth Management Specialist
1 month ago
Abu Dhabi, Abu Dhabi, United Arab Emirates Click and Connect Online Limited Full timeJob DescriptionOur esteemed client, a leading financial services firm, seeks a seasoned Wealth Management Specialist to join their team. As a trusted advisor, you will be responsible for delivering bespoke financial solutions to high-net-worth individuals, families, and institutions.Key Responsibilities:Cultivate and maintain strong relationships with...
-
Vice President
6 months ago
Abu Dhabi, United Arab Emirates Aldar Full time**JOB DESCRIPTION: JOB PURPOSE** Develop our real estate wealth management division. The role requires execution of wealth management strategies, while actively pursuing growth opportunities through partnerships with financial institutions and initiatives curated for private investors and high-net-worth (HNW) individuals. **ROLES AND RESPONSIBILITIES** -...
-
Wealth Manager
6 months ago
Abu Dhabi, 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...
-
Private Banker
6 months ago
Abu Dhabi, United Arab Emirates ADIB - Abu Dhabi Islamic Bank Full timePrivate Banker **Role : Private Banker** **Location**:Abu Dhabi** **Role Purpose**: - Responsible for acquiring, maintaining and developing HNWI relationships with affluent clients who have comprehensive financial service needs. - Private banking RM will manage client portfolio aiming to strongly grow and expand their relationship with ADIB while...
-
Head of Products- Wealth Management
3 months ago
Abu Dhabi, United Arab Emirates Abu Dhabi Islamic Bank Full timeHead of Products - Wealth Management **Role : Head of Products - Wealth Management** **Location : Abu Dhabi** **Role Purpose**: Lead the wealth management product team in delivering best in class wealth products & solutions to ADIB customers across all client segments. The role will be responsible for delivery of WM budgeted revenues (AED 185 mil for...
-
Svp, Direct Investments, Global Private Equity
8 months ago
Abu Dhabi, United Arab Emirates Private Equity Recruitment Ltd Full time**About our client** Our client is a prestigious sovereign wealth fund that is looking for a SVP to join its growing team in Abu Dhabi. The individual will be focused on UAE investments. **What the job involves** - Leading and managing direct reports within the team (Associates/Senior Associates) - Working across the entire deal cycle from origination...
-
Relationship Manager
6 months ago
Abu Dhabi, United Arab Emirates Abu Dhabi Islamic Bank Full timeRelationship Manager - Private Banker **Position: Relationship Manager - Private Banker** **Location: Abu Dhabi, UAE** **Role Purpose**: - Private banking RM will manage and develop HNWI client portfolio aiming to strongly grow and expand (locally/regionally) the relationship to maintain their satisfaction and increase profitability & return on...
-
Relationship Manager- Private Banking
6 months ago
Abu Dhabi, United Arab Emirates Abu Dhabi Islamic Bank Full timeRelationship Manager - Private Banking **Role : Relationship Manager - Private Banking** **Location**:Abu Dhabi** **Role Purpose**: - Private banking RM will manage and develop HNWI client portfolio aiming to strongly grow and expand (locally/regionally) the relationship to maintain their satisfaction and increase profitability & return on portfolio. -...
-
Relationship Manager
7 months ago
Abu Dhabi, United Arab Emirates Flow Financial & Technology - Flow Talent Full timeThe Role **Requirements**: **To be successful you will need to meet the following**: - University degree in a related area. Post-graduate qualifications in Finance or Economics or in Business Administration (MBA) is a plus. - Proven experience in managing Wealth in a Bank/financial services company. - Strong existing relationships with UHNW / HNW private...
-
Private Equity Manager
5 months ago
Abu Dhabi, United Arab Emirates Emirates Investment Authority Full timeThe Private Equity Investment Manager helps facilitate the organization’s duty to protect, grow and further its investments in the Private Equity and Infrastructure asset classes. This position includes responsibilities for building and maintaining financial models, evaluating investment proposals, contributing in due diligence and supporting the Head of...
-
Senior Wealth Advisor
4 weeks ago
Abu Dhabi, Abu Dhabi, United Arab Emirates Click and Connect Online Limited Full timeAbout the RoleThe NRI Private Wealth Manager will be responsible for managing and growing a portfolio of high-net-worth non-resident Indian clients, providing bespoke financial advice, investment management, and wealth planning services tailored to their unique needs.Key ResponsibilitiesClient Relationship Management: Build and maintain long-term...
-
Portfolio Manager, Infrastructure Private Equity
5 months ago
Abu Dhabi, United Arab Emirates PER, Private Equity Recruitment Full timePortfolio Manager, Infrastructure Private Equity Funds & Co-Investments, Abu Dhabi, UAE **About our client** Our client is an established investment firm looking to expand its high-calibre infrastructure private equity fund and co-investment investment team in the Middle East, by adding an Portfolio Manager to their successful and collaborative team....