Wealth Management Specialist

4 weeks ago


Abu Dhabi, Abu Dhabi, United Arab Emirates Independent Resourcing Consultancy Ltd Full time
Job Title: Private Wealth Manager

Our client, a leading financial services firm, is seeking a highly skilled Private Wealth Manager to join their team. As a key member of the firm, you will play a pivotal role in delivering exceptional financial solutions to high-net-worth individuals, families, and institutions.

Key Responsibilities:
  • Cultivate and maintain strong relationships with clients by understanding their unique financial goals, preferences, and risk tolerance levels.
  • Provide expert guidance and personalized advice on comprehensive wealth management solutions, including investment planning, retirement planning, estate planning, tax optimization, and risk management.
  • Oversee the construction, monitoring, and rebalancing of client investment portfolios, leveraging a diverse range of asset classes, investment vehicles, and alternative strategies.
  • Proactively identify and pursue opportunities to expand the firm's client base and assets under management (AUM).
  • Ensure strict adherence to industry regulations, compliance standards, and internal policies governing wealth management activities.
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.
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.



  • Abu Dhabi, Abu Dhabi, United Arab Emirates Click and Connect Online Limited Full time

    Job Title: Wealth Management Support SpecialistLocation: Abu DhabiOur client is a leading investment management firm that prides itself on developing lasting partnerships with their clients. Specialising in wealth management and financial services, they provide tailored solutions covering every aspect of financial life. Their services range from private...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates Click and Connect Online Limited Full time

    Role SummaryWe are seeking a highly skilled Wealth Management Specialist to join our team at Click and Connect Online Limited. As a Private Wealth Manager, you will play a pivotal role in delivering sophisticated financial solutions to esteemed clients.Key Responsibilities:Cultivate and maintain strong relationships with clients by understanding their unique...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates Click and Connect Online Limited Full time

    Job 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...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates Independent Resourcing Consultancy Ltd Full time

    Job Title: Private Wealth ManagerOur client, a leading financial services firm, is seeking a highly skilled Private Wealth Manager to join their team. As a key member of the organization, you will play a pivotal role in delivering exceptional wealth management solutions to high-net-worth individuals, families, and institutions.Key Responsibilities:Client...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates Click and Connect Online Limited Full time

    Job Title: Private Wealth ManagerAt Click and Connect Online Limited, we are seeking a highly skilled Private Wealth Manager to join our team of financial services professionals. As a Private Wealth Manager, you will play a pivotal role in delivering sophisticated financial solutions to our esteemed clients.Key Responsibilities:Client Relationship...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates Independent Resourcing Consultancy Ltd Full time

    Job Title: Private Wealth ManagerOur client, a leading financial services firm, is seeking a Private Wealth Manager to join their team. As a key member of the organization, you will play a pivotal role in delivering sophisticated financial solutions to high-net-worth individuals, families, and institutions.Key Responsibilities:Cultivate and maintain strong...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates Click and Connect Online Limited Full time

    Job Title: NRI Private Wealth ManagerAt Click and Connect Online Limited, we are seeking a highly skilled and experienced 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...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates Click and Connect Online Limited Full time

    Job 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...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates Click and Connect Online Limited Full time

    Job Title: Senior Wealth Management CoordinatorLocation: Abu DhabiOur client, a leading investment management firm, is seeking a highly organized and proactive Senior Wealth Management Coordinator to support their executive team. The ideal candidate will be a detail-oriented individual with excellent communication skills and the ability to manage multiple...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates Independent Resourcing Consultancy Ltd Full time

    Job SummaryIndependent Resourcing Consultancy Ltd is seeking a highly skilled Strategic Wealth Advisor to join our team. As a key member of our financial services team, you will be responsible for delivering exceptional wealth management solutions to our esteemed clients.Key Responsibilities:Cultivate and maintain strong relationships with clients by...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates Click and Connect Online Limited Full time

    Job Title: NRI Private Wealth ManagerJob Summary:We are seeking a highly skilled NRI Private Wealth Manager to join our team at Independent Resourcing Consultancy Ltd. The successful candidate 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...

  • Senior Wealth Advisor

    24 hours ago


    Abu Dhabi, Abu Dhabi, United Arab Emirates Click and Connect Online Limited Full time

    About 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...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates Click and Connect Online Limited Full time

    Job 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...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates Talent Pal Full time

    Job 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...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates Management Solutions International MSI Full time

    Job Title: Electrical Systems SpecialistCompany: Management Solutions International MSIAbout the Role: We are seeking an experienced Electrical Systems Specialist to join our team in Abu Dhabi. The ideal candidate will have at least 5 years of relevant experience in an industrial environment and a diploma in Auto Electric Engineering or equivalent.Key...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates Achievers Full time

    Unlock Your Sales PotentialThis is a remote opportunity to excel in sales, focusing solely on wealth management solutions for high-net-worth prospects. As a Canadian Private Client Adviser, you will work from a home office, covering a local territory within driving distance.The Opportunity:This highly lucrative sales role offers corporate office backing from...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates Achievers Full time

    Unlock Your Sales PotentialThis is a remote opportunity for a financial advisor looking to break free from the traditional bank model and focus solely on sales. As a Canadian Private Client Adviser, you will lead a local territory within driving distance, presenting wealth management solutions to high-net-worth prospects. Enjoy corporate office backing from...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates ادنوك للبترول Full time

    Data Management SpecialistAt ادنوك للبترول, we are seeking a highly skilled Data Management Specialist to join our team. The successful candidate will be responsible for establishing and maintaining strong data management guidelines and practices, ensuring the quality and integrity of our organizational data.Key Responsibilities:Develop and...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates ASF Facility Management Full time

    We are seeking a skilled Quality Assurance and Control Specialist to join our team at ASF Facility Management. The ideal candidate will have experience in Fitout Work and be able to work closely with our clients to ensure the highest quality results.Key Responsibilities:Conduct quality control checks on Fitout Work projectsCollaborate with clients to...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates Michael page Full time

    Senior Specialist Job DescriptionAt Michael Page, we're seeking a highly skilled Senior Specialist to join our team. As a key member of our organization, you will play a critical role in identifying and evaluating potential risks to our operations, projects, and initiatives.Key Responsibilities:Risk Identification and Assessment: Conduct regular risk...