Wealth Management Specialist

4 days ago


Sharjah, Sharjah, United Arab Emirates The First Group Dubai Full time

**About the Role:**

We are looking for an experienced Wealth Management Specialist to join our team at The First Group Dubai. As a key member of our wealth management team, you will be responsible for providing expert advice to clients on investment matters and managing their portfolios.

**Key Responsibilities:**

  • Portfolio Management: Manage a portfolio of investments on behalf of clients, taking into account their individual needs and goals.
  • Market Research: Conduct thorough research on various investment options, including stocks, bonds, and commodities, to identify potential opportunities and risks.
  • Clients Relationship Building: Foster strong relationships with clients to understand their investment goals and preferences.
  • Portfolio Reporting: Provide regular reports to clients on their portfolio performance and offer recommendations for improvement.


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