Wealth Management Professional

5 days ago


Dubai, Dubai, United Arab Emirates Jobot Full time

We are looking for a highly skilled Permanent Wealth Management Professional to join our team.

About the Position
This is an excellent opportunity to work in a dynamic team environment, providing top-notch client service and contributing to our organization's success.

Main Accountabilities
• Ensure new account applications are processed efficiently, meeting all necessary documentation and compliance requirements.
• Develop and maintain client relationships, utilizing wealth management technology systems to enhance service delivery.

Essential Qualifications
• 1-3 years of experience in a client services role within the financial services industry.
• Proficient in MS Office Suite, including Word, Excel, PowerPoint, and Outlook.
• Strong understanding of financial planning, investment concepts, and wealth management technology systems.



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