Portfolio Management Expert

5 days ago


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

Role Overview:

We are seeking an experienced Wealth Manager to join our team. As a Wealth Manager, you will be responsible for providing expert financial advice and investment guidance to high-net-worth clients.

Key Responsibilities:

  1. Develop and Implement Financial Plans: Create comprehensive financial plans tailored to each client's needs, including retirement planning, tax optimization, estate planning, and more.
  2. Manage Client Portfolios: Monitor and manage client portfolios, making adjustments as needed to align with market conditions and client objectives.
  3. Provide Ongoing Support: Offer ongoing support and guidance to clients, ensuring they remain on track to meet their financial goals.


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