Wealth Management Specialist
4 weeks ago
At Click and Connect Online Limited, we are seeking a highly skilled Private Wealth Manager to join our team of financial services professionals. As a Private Wealth Manager, you will play a pivotal role in delivering sophisticated financial solutions to our esteemed clients.
Key Responsibilities:- Client Relationship Management: Cultivate and maintain strong relationships with clients by understanding their unique financial goals, preferences, and risk tolerance levels.
- Financial Planning and Advisory: Conduct in-depth financial analysis and develop customized wealth management strategies encompassing investment planning, retirement planning, estate planning, tax optimization, and risk management.
- Portfolio Management: Oversee the construction, monitoring, and rebalancing of client investment portfolios, leveraging a diverse range of asset classes, investment vehicles, and alternative strategies.
- New Business Development: Proactively identify and pursue opportunities to expand our client base and assets under management (AUM).
- Compliance and Regulatory Adherence: Ensure strict adherence to industry regulations, compliance standards, and internal policies governing wealth management activities.
- Bachelor's degree in Finance, Economics, Business Administration, or a related field.
- Advanced degrees (e.g., MBA, CFA, CFP) Required.
- Relevant industry certifications/licenses (e.g., Series 7, Series 66, CFP) preferred.
- Minimum of 5 years of experience in wealth management, private banking, or financial advisory roles, preferably serving high-net-worth clients.
- Transferable Client Base and Assets Under Management (AUM) in the UAE.
- Competitive salary commensurate with experience and qualifications.
- Performance-based incentives and bonuses tied to individual and firm-wide goals.
- Comprehensive benefits package, including health insurance and professional development opportunities.
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