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Private Wealth Manager

2 months ago


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

Job Title: Private Wealth Manager - Financial Services Expert

Job Summary:

We are seeking an experienced Private Wealth Manager to join our team at Independent Resourcing Consultancy Ltd. As a Private Wealth Manager, you will be responsible for delivering comprehensive wealth management solutions to high-net-worth individuals, families, and institutions.

Key Responsibilities:

  • Client Relationship Management: Cultivate and maintain strong relationships with clients by understanding their unique financial goals, preferences, and risk tolerance levels.
  • 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.
  • Portfolio Management: Oversee the construction, monitoring, and rebalancing of client investment portfolios, leveraging a diverse range of asset classes, investment vehicles, and alternative strategies.
  • New Business Development: Proactively identify and pursue opportunities to expand the firm's client base and assets under management (AUM).
  • Compliance and Regulatory Adherence: Ensure strict adherence to industry regulations, compliance standards, and internal policies governing wealth management activities.

Requirements:

  • Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field. Advanced degrees (e.g., MBA, CFA, CFP) Required.
  • Experience: Minimum of 5 years of experience in wealth management, private banking, or financial advisory roles, preferably serving high-net-worth clients.
  • Qualifications: Relevant industry certifications/licenses (e.g., Series 7, Series 66, CFP) preferred.

What We Offer:

  • Competitive Salary: Commensurate with experience and qualifications.
  • Performance-Based Incentives: Bonuses tied to individual and firm-wide goals.
  • Comprehensive Benefits Package: Including health insurance and professional development opportunities.