Senior Wealth Management Consultant
4 weeks ago
We are seeking a highly experienced Senior Wealth Management Consultant to join our team in Dubai. As an expert in wealth management, you will be responsible for providing tailored financial advice to our clients, helping them achieve their long-term financial objectives.
With a minimum of 5 years of experience as a Financial Advisor in the wealth management industry, you will possess industry-leading qualifications such as CFP, CFA, or other relevant certifications.
Key Responsibilities:
- BUILD AND MAINTAIN RELATIONSHIPS WITH CLIENTS, PROVIDING THEM WITH EXPERT FINANCIAL ADVICE AND GUIDANCE
- CONDUCT THOROUGH FINANCIAL ASSESSMENTS OF CLIENTS' CURRENT FINANCIAL SITUATIONS AND FUTURE GOALS
- DEVELOP AND IMPLEMENT PERSONALIZED FINANCIAL PLANS FOR CLIENTS, INCLUDING INVESTMENT, RETIREMENT, AND TAX PLANNING STRATEGIES
- MONITOR CLIENTS' FINANCIAL PROGRESS AND ADJUST PLANS AS NECESSARY
You will also be required to stay up-to-date with industry trends and regulations to ensure compliance and provide the best possible service to clients.
In return, we offer a competitive package, including a salary of around AED 250,000 per annum, as well as a supportive and collaborative work environment.
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Senior Wealth Manager
3 weeks ago
Dubai, Dubai, United Arab Emirates Ateca Consulting Full timeAbout Ateca ConsultingWe are a leading consulting firm seeking an experienced Senior Wealth Manager to join our team.Salary and BenefitsThe salary for this role is estimated at $120,000 per year, with additional benefits including comprehensive health insurance and retirement savings plan.Job DescriptionA successful Private Banker will have a proven track...
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Experienced Paraplanner for Wealth Management
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Dubai, Dubai, United Arab Emirates Hoxton Wealth Full timeJob Overview:Hoxton Wealth is a global financial services firm that leverages a tech and tax-led approach to financial planning. We are seeking a skilled Partnered Paraplanner to join our team and work closely with one of our top advisors.Key Responsibilities:Develop and implement comprehensive financial plans for clients, including investment strategies,...
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Senior Wealth Management Professional
4 days ago
Dubai, Dubai, United Arab Emirates eFinancialCareers Full timeJob Title: Senior Wealth Management ProfessionalLocation: Dubai, UAEAbout the Role:We are seeking a highly skilled Senior Wealth Management Professional to join our team at eFinancialCareers. As a Relationship Manager, you will be responsible for overseeing client relationships, driving client acquisition, and growing assets under management.Key...
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Senior Portfolio Manager
2 months ago
Dubai, Dubai, United Arab Emirates Ateca Consulting Full timeWe are seeking a seasoned Senior Portfolio Manager - Private Wealth to join our team at Ateca Consulting. The ideal candidate will have a proven track record in managing high-net-worth client portfolios valued between $50M and $100M.Key Responsibilities:Develop and implement tailored wealth management strategies to drive portfolio growth.Build and maintain...
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Senior Wealth Portfolio Manager
2 weeks ago
Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full timeAbout the RoleWe are seeking a highly skilled Senior Wealth Portfolio Manager to join our dynamic team at Independent Resourcing Consultancy Ltd.Job DescriptionThe ideal candidate will have extensive experience in wealth management and financial advisory, with a proven track record of building and maintaining strong relationships with high-net-worth...
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Senior Wealth Management Executive
2 months ago
Dubai, Dubai, United Arab Emirates Hornby Chapman Full timeAbout the RoleWe are seeking an experienced Sales and Relationship Manager to join our team at Hornby Chapman. The successful candidate will have a strong background in wealth management, with a proven track record of building and maintaining relationships with high net worth clients.Key ResponsibilitiesDevelop and implement sales strategies to drive...
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Senior Wealth Management Professional
2 weeks ago
Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full timeJob OverviewWe are seeking an experienced Senior Wealth Management Professional to join our team in Dubai.
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Senior Wealth Management Professional
4 days ago
Dubai, Dubai, United Arab Emirates Hornby Chapman Full timeWe are seeking a highly skilled and experienced Sales and Relationship Manager to join our team at Hornby Chapman in the heart of Dubai. As a key member of our wealth management division, you will play a crucial role in identifying and securing new business opportunities while maintaining strong relationships with our existing high net worth clients.With a...
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Senior Wealth Planning Specialist
1 month ago
Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full time**Job Title:** Senior Wealth Planning Specialist**Job Summary:**As a Senior Wealth Planning Specialist, you will play a pivotal role in providing tailored financial advice and wealth management solutions to high-net-worth individuals and families.**Key Responsibilities:**Develop and manage a portfolio of high-net-worth clients, providing personalized...
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Wealth Management Specialist
2 weeks ago
Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full timeWe are an established consultancy firm in Dubai, United Arab Emirates, with a strong presence in the financial services sector. Our team of experts specializes in providing bespoke wealth management solutions to individuals and corporations.Our approach is built on a deep understanding of the complexities of international finance and a commitment to...
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Wealth Management Professional
1 month ago
Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full timeAt Independent Resourcing Consultancy Ltd, we are expanding our team with a skilled Wealth Manager to cater to the growing expatriate community in the UAE. This is an exceptional opportunity for a seasoned financial professional to enhance their career experience and develop personal and business equity in a dynamic economy. The successful candidate will be...
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Tax and Legal Expert for Private Wealth Management
2 months ago
Dubai, Dubai, United Arab Emirates Selby Jennings Full timeWe are seeking a highly skilled Tax and Legal Manager to join our Private Wealth Management team in Dubai.Key Responsibilities:Conduct in-depth tax law research and structure solutions to support our clients and referral partners.Collaborate with our sales consultants to present the latest tax and wealth planning developments and identify potential insurance...
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Wealth Management Support Specialist
2 months ago
Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full timeJob Title: Wealth Management Support SpecialistLocation: DubaiOur client, a leading investment management firm, is renowned for developing lasting partnerships with clients. Specializing in wealth management and financial services, they provide tailored solutions that cover every aspect of financial life. From private wealth management to corporate advisory,...
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Senior Wealth Management Consultant
2 months ago
Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full timeOur ClientA prestigious member of the FTSE 100, our client manages over 150 billion GBP in Client Funds Under Management.Operating globally, they are a prominent wealth management firm for the expatriate community, with established international offices in Dubai, Hong Kong, and Singapore.Our client is extending their reach into the UAE, responding to the...
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Wealth Management Specialist
4 days ago
Dubai, Dubai, United Arab Emirates Ateca Consulting Full timeAteca Consulting is seeking an experienced Wealth Management Specialist to join our team in Dubai. The successful candidate will have a proven track record of managing high net worth (HNW) and ultra-high net worth (UHNW) client portfolios, with a minimum of $50 million in Assets Under Management.Key ResponsibilitiesManage and grow a portfolio of HNW and UHNW...
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Private Wealth Manager
3 weeks ago
Dubai, Dubai, United Arab Emirates Ateca Consulting Full timeAteca Consulting is seeking an experienced Private Banker to join our team.We are looking for a highly skilled professional with 3 years of experience in private banking or wealth management, handling client portfolios with a value of 50-100M USD.The ideal candidate will have experience working with HNW/UHNW and family office clients, be open to...
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Senior Wealth Management Executive
3 weeks ago
Dubai, Dubai, United Arab Emirates Deutsche Bank Full timeDeutsche Bank Private BankWe are one of the largest wealth managers worldwide, offering a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of wealth management.About This RoleThis is a highly competitive global wealth manager position that combines financial strength and stability with...
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Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full timeWealth Management Administrative Assistant About the Role: We are seeking a highly organized and proactive Wealth Management Administrative Assistant to support our executive team at Click and Connect Online Limited in Dubai. The ideal candidate will be a detail-oriented individual with excellent communication skills and the ability to manage multiple tasks...
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Wealth Management Executive Support Coordinator
1 month ago
Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full timeJob Title: Wealth Management Administrative AssistantAbout Us:Independent Resourcing Consultancy Ltd is a leading investment management firm renowned for developing lasting partnerships with clients. Specializing in wealth management and financial services, they provide tailored solutions that cover every aspect of financial life. From private wealth...
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Wealth Management Professional
1 month ago
Dubai, Dubai, United Arab Emirates Deutsche Bank Full timeJob DescriptionWe are seeking a skilled Wealth Management Professional to join our team at Deutsche Bank. As a key member of our team, you will be responsible for onboarding new clients and supporting periodic reviews of existing clients.The ideal candidate will have a Bachelor's Degree in Finance and at least 3 years of experience in client onboarding...