Financial Services Consultant

1 month ago


Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full time

About Our Client


Independent Resourcing Consultancy Ltd is a leading Wealth Management Firm based in Dubai, UAE.


Our Mission


To provide personalized financial solutions that cater to the unique needs of each client, ensuring their financial well-being and growth.


Job Overview


We are seeking an experienced Wealth Manager to join our dynamic team.


Key Responsibilities:



  • Client Relationship Management: Build and maintain strong relationships with high-net-worth clients by understanding their financial goals, risk tolerance, and investment preferences.
  • Financial Planning: Develop comprehensive financial plans tailored to each client's needs, including retirement planning, tax optimization, estate planning, and more.
  • Investment Strategy: Create and implement personalized investment strategies utilizing a wide range of financial products and services offered by the company.
  • Portfolio Management: Monitor and manage client portfolios, making adjustments as needed to align with market conditions and client objectives.
  • Market Analysis: Stay updated with global financial markets, economic trends, and investment opportunities to provide informed advice.
  • Client Education: Educate clients on various financial products, market trends, and investment strategies to empower them to make informed decisions.
  • Compliance: Ensure all advisory activities comply with regulatory standards and company policies.
  • Collaboration: Work closely with internal teams, including research, compliance, and operations, to deliver comprehensive wealth management solutions.

Requirements



  • Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field. A Master's degree or professional certifications (e.g., CFA, CFP) is a plus.
  • Experience: Minimum of 5-7 years of experience in wealth management and financial advisory in the UAE, with a transferable client portfolio and AUM required.
  • Skills:

    • Strong analytical and quantitative skills.
    • Excellent communication and interpersonal skills.
    • Proven ability to build and maintain relationships with high-net-worth clients.
    • Proficiency in using financial planning and portfolio management tools.
    • Ability to work independently and as part of a team.

  • Knowledge: In-depth understanding of financial markets, investment products, and regulatory requirements in the UAE.
  • Language: Fluency in English is required; knowledge of Arabic is an advantage.

What We Offer


A competitive salary ranging from $80,000 to $120,000 per year, depending on experience, plus benefits, and opportunities for professional growth and development.



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