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Wealth Management Specialist

2 months ago

Dubai, Dubai, United Arab Emirates GATESOURCE HR LTD Full time
Job Description

We are seeking a highly skilled and experienced Wealth Management Specialist to join our team at Gatesource HR LTD. As a Wealth Manager, you will be responsible for providing expert advice and guidance to high net worth individuals and families on their financial planning and wealth management needs.

Key Responsibilities:
  • Develop and implement comprehensive financial plans for clients, taking into account their individual goals, risk tolerance, and financial situation.
  • Provide expert advice on investment strategies, asset allocation, and risk management.
  • Build and maintain strong relationships with clients, understanding their needs and preferences.
  • Stay up-to-date with market trends and regulatory changes, ensuring that clients' interests are protected.
  • Collaborate with other professionals, such as lawyers and accountants, to provide a holistic approach to clients' financial needs.
Requirements:
  • 5+ years of experience in wealth management or a related field.
  • Strong knowledge of financial planning, investment products, and risk management.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
  • Ability to work independently and as part of a team, with a high level of professionalism and integrity.
  • RE5 Qualification or equivalent.
Preferred Qualifications:
  • NQF 5 in Wealth Management.
  • Relevant degree in a field such as finance, accounting, or business.
What We Offer:
  • A comprehensive breakdown of remuneration package and benefits.
  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.