Wealth Management Consultant

4 weeks ago


Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full time

Job Title: Wealth Management Consultant

Location: Dubai, UAE

About Our Client:

Independent Resourcing Consultancy Ltd is a forward-thinking wealth management firm located in Dubai, dedicated to delivering a comprehensive suite of services and products tailored to the distinct needs of their valued clientele. Their commitment is to offer customized financial solutions that enhance the financial health and growth of each client.

Job Description:

Role Overview:

We are looking for a Wealth Management Consultant to join our vibrant team. The ideal candidate will deliver expert financial guidance and tailored investment strategies to clients, utilizing advanced digital tools and interactive platforms to ensure a smooth and effective advisory experience.

Key Responsibilities:

Client Engagement: Foster and sustain robust relationships with clients, gaining insights into their financial aspirations, risk appetite, and investment preferences.

Financial Planning: Formulate detailed financial plans customized to each client's requirements, encompassing retirement planning, tax efficiency, estate management, and more.

Investment Strategy: Design and execute bespoke investment strategies employing a diverse array of financial products and services available through the firm.

Market Analysis: Remain informed about global financial markets, economic shifts, and investment prospects to provide well-informed recommendations.

Digital Interaction: Leverage interactive platforms and digital resources to engage with clients, conduct virtual consultations, and offer real-time investment insights.

Compliance: Ensure that all advisory practices adhere to regulatory requirements and internal policies.

Client Education: Equip clients with knowledge about various financial products, market dynamics, and investment strategies, empowering them to make informed choices.

Qualifications:

Education: A bachelor's degree in Finance, Economics, Business Administration, or a related discipline. A master's degree or professional certifications (e.g., CFA, CFP) is advantageous.

Experience: A minimum of 3-5 years of experience in investment advisory or wealth management, preferably within the UAE market.

Skills:

Strong analytical and quantitative abilities.

Exceptional communication and interpersonal skills.

Proficiency in utilizing digital tools and interactive platforms.

Capability to work autonomously as well as collaboratively.

Knowledge: Comprehensive understanding of financial markets, investment products, and regulatory frameworks in the UAE.

Language: Fluency in English is essential.

What Our Client Offers:

Attractive compensation package with a competitive commission structure.

Comprehensive health and wellness benefits.

Opportunities for professional advancement and development.

A collaborative and innovative workplace culture.

Access to state-of-the-art digital tools and platforms.

Remote Work: No



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