Financial Director
3 days ago
Role Overview
We are seeking a highly experienced and ambitious Client Director to join our team in Dubai. As a key member of the executive leadership, you will be responsible for building and managing a portfolio of High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients.
Key Responsibilities
- Develop and execute tailored wealth solutions aligned with client risk profiles and financial objectives.
- Establish trusted relationships with clients, delivering exceptional service and expertise.
- Collaborate with internal stakeholders to generate new business opportunities.
- Lead client meetings and pitches, ensuring highest standards of professionalism.
- Maintain compliance with industry regulations, upholding our commitment to integrity and excellence.
About You
The ideal candidate will have a proven track record in client acquisition and retention, with an existing book of HNW/UHNW clients. A strong understanding of asset allocation, suitability, and industry regulations is essential.
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