Wealth Manager
3 weeks ago
**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 strategies for clients to help them achieve their financial goals, while offering advice and information on various investment solutions.
- Generate growth in AUM and revenue that will ensure delivery of the financial plan and achievement of business objectives through effective client acquisition and client portfolio management.
- Ensure proper advisory procedures and documentation while adhering to the internal policies, business processes and external regulatory requirements.
**Qualifications and Education Requirements**
- Prior experience in advising on wealth management products.
- Strong knowledge of financial products and services
- University Graduate
**Preferred Skills**
- Ability to inspire trust and confidence in clients and team members.
- Excellent oral and written communication skills with clarity of thought, speech, and expression
- Excellent interpersonal skills
- Ability to travel domestically and internationally if required.
- Good Analytical Skills
- Positive attitude, socially effective, high level of perseverance and patience
- Assertive & hardworking
- Result oriented.
- Ability to work in a cross functional environment to achieve desired results.
**Job Types**: Full-time, Permanent
Ability to commute/relocate:
- Dubai: Reliably commute or planning to relocate before starting work (preferred)
**Education**:
- Bachelor's (preferred)
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