Wealth Management Specialist

4 weeks ago


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

Role Summary

We 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 financial goals, preferences, and risk tolerance levels.
  • Provide expert guidance and personalized advice to high net worth individuals, families, and institutions, ensuring their financial objectives are met with precision and efficiency.
  • Conduct in-depth financial analysis and develop customized wealth management strategies encompassing 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.
  • Implement disciplined investment strategies aimed at achieving optimal risk-adjusted returns while preserving capital.
  • Proactively identify and pursue opportunities to expand the firm's client base and assets under management (AUM).
  • Collaborate with internal stakeholders to develop marketing initiatives and participate in networking events to attract prospective clients and deepen existing relationships.
  • 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.
  • Strong understanding of financial markets, investment products, and wealth management principles.
  • Excellent interpersonal skills with the ability to communicate complex financial concepts effectively and build rapport with clients and colleagues.
  • Sound judgment, analytical prowess, and attention to detail.

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.


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