Wealth Management Consultant
4 days ago
We are seeking a highly skilled Wealth Management Consultant to join our partner bank's private banking team. As a Wealth Management Consultant, you will be responsible for providing expert advice on a wide range of services, including asset management, succession planning, and credit solutions.
The ideal candidate will have extensive experience in private banking, wealth management, or a related field, with a proven track record of servicing high-net-worth clients.
Key Responsibilities:
- Provide expert advice on a wide range of services, including asset management, succession planning, and credit solutions.
- Build and maintain strong relationships with key clients, exploring new business opportunities.
- Develop and implement customized banking and investment strategies for high-net-worth clients.
- Maintain compliance with regulatory requirements and internal guidelines.
- The role reports directly to the Head of Private Banking.
Required Skills and Qualifications:
- Extensive experience in private banking, wealth management, or a related field.
- Proven track record of servicing high-net-worth clients.
- Strong advisory and relationship management skills.
- Understanding of global financial markets, investment strategies, and private banking offerings.
- Based in Dubai.
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