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High-Net-Worth Client Portfolio Manager

2 weeks ago

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

About the Role:

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Independent Resourcing Consultancy Ltd is seeking an experienced Wealth Manager to join their team in Dubai. This pivotal role involves providing tailored financial advice and wealth management solutions to high-net-worth individuals and families.

Key Responsibilities:

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  • Develop and manage a portfolio of high-net-worth clients, offering personalized financial strategies and investment advice.">
  • Conduct comprehensive financial planning, including investment management, retirement planning, estate planning, and tax optimization.">
  • Analyze clients' financial situations, risk tolerance, and investment goals to create tailored wealth management plans.">
  • Monitor and review clients' investment portfolios, making adjustments as necessary to ensure alignment with their financial objectives.">
  • Stay updated with market trends, economic conditions, and regulatory changes to provide informed advice to clients.">
  • Collaborate with internal teams to deliver integrated financial solutions.">
  • Maintain strict confidentiality and adhere to all regulatory and compliance requirements.">
    • ">
    • Bachelor's degree in Finance, Economics, Business Administration, or a related field">
    • Minimum 5 years of experience in wealth management or a related financial advisory role">
    • Proven track record of managing and growing a portfolio of high-net-worth clients">
    • Strong knowledge of financial products, investment strategies, and market dynamics">
    • Excellent communication, negotiation, and interpersonal skills">
    • Ability to build and maintain long-term client relationships based on trust and integrity">
    • Proficiency in financial planning software and tools">
    • A transferable book of clients with over $5 million in Assets Under Management (AUM)">

Benefits:

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  • ">
  • Competitive salary and performance-based incentives">
  • Comprehensive health and wellness benefits">
  • Opportunities for professional development and career advancement">
  • Supportive and collaborative work environment">

Application Process:

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Interested candidates are encouraged to apply with their resume and a cover letter detailing their relevant experience and qualifications.