High Net Worth Portfolio Manager

1 month ago


Dubai, Dubai, United Arab Emirates Ateca Consulting Full time
Job Description

Ateca Consulting is seeking a skilled High Net Worth Portfolio Manager to join our team in Dubai.

About the Role

This permanent position requires a proven track record in managing client portfolios valued between $50M and $100M. The ideal candidate will have at least 3 years of experience in private banking or wealth management.

Main Responsibilities
  • Manage and grow a portfolio of high net worth clients, developing and implementing tailored wealth management strategies to achieve their financial goals.
  • Build and maintain strong relationships with clients through regular communication and personalized service, ensuring their needs are met and exceeded.
  • Collaborate with a team of bankers to achieve collective goals, generating new business opportunities and expanding the client base.
  • Ensure compliance with regulatory requirements and company policies, upholding the highest standards of professionalism and integrity.
Key Qualifications
  • Minimum of 3 years of experience in private banking or wealth management, with a proven track record managing client portfolios valued between $50M and $100M.
  • Strong analytical and communication skills, with the ability to work effectively in a team environment.
  • Experience working with high net worth clients and family offices, with a deep understanding of their unique needs and challenges.
Compensation and Benefits
  • Competitive salary: AED 250,000 - AED 350,000 per annum, depending on experience.
  • Performance-based bonuses up to 50% of revenue generated, providing an opportunity for significant earnings growth.
  • Professional development opportunities, including training and mentorship programs, to support career advancement and success.


  • Dubai, Dubai, United Arab Emirates Ateca Consulting Full time

    Job DescriptionWe are seeking a seasoned High Net Worth Portfolio Manager to join our esteemed client in Dubai. This is a permanent position offering competitive compensation, including performance-based bonuses of up to 50% of revenue generated.Key Responsibilities:Oversee and grow a portfolio of high-net-worth clients with assets under management valued...


  • Dubai, Dubai, United Arab Emirates Ateca Consulting Full time

    Company OverviewAteca Consulting is a leading consulting firm in Dubai, UAE, specializing in providing expert services to high-net-worth individuals and businesses.SalaryThe estimated salary for this position is AED 250,000 - AED 400,000 per annum, depending on experience and qualifications.Job DescriptionWe are seeking an experienced Senior Private Banker...


  • Dubai, Dubai, United Arab Emirates Ateca Consulting Full time

    Senior Private Banker Opportunity in DubaiWe are seeking a seasoned Senior Private Banker to join our team in Dubai, UAE.This is an exceptional chance for professionals looking to advance their career with a forward-thinking institution that values success. Previous successful candidates who have transitioned to our client have experienced a 20% to 40%...


  • Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full time

    Independent Resourcing Consultancy Ltd is a distinguished financial advisory firm based in Dubai, UAE.We are seeking an experienced High-Net-Worth NRI Portfolio Manager to join our team and manage a portfolio of high-net-worth non-resident Indian (NRI) clients.Estimated Salary: AED 180,000 - AED 250,000 per annum, depending on experience.Job Description:The...


  • Dubai, Dubai, United Arab Emirates Ateca Consulting Full time

    About Ateca ConsultingWe are a leading privately owned banking institution in Dubai, UAE.Compensation and BenefitsThe salary for this position is expected to be around 250000 USD per year, reflecting the high level of expertise required for this role.Job OverviewAs a Senior Private Banker, you will be responsible for managing a portfolio of High Net Worth...


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

    About the Role:We are seeking an experienced High Net Worth Client Advisor to join our team at Independent Resourcing Consultancy Ltd. As a key member of our wealth management team, you will be responsible for managing and growing a portfolio of ultra-high-net-worth non-resident Indian (NRI) clients.Key Responsibilities:Client Relationship Management: Build...


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

    OverviewWe are an Independent Resourcing Consultancy Ltd, seeking a highly experienced and skilled High Net Worth Financial Advisor to join our team in Dubai. This role is pivotal in providing tailored financial advice and wealth management solutions to high-net-worth individuals and families.


  • Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full time

    Job Title: High Net Worth Non-Resident Indian Wealth ManagerOverviewWe are seeking a highly skilled and experienced NRI Private Wealth Manager to join our team at Click and Connect Online Limited. The successful candidate will be responsible for managing and growing a portfolio of high-net-worth non-resident Indian (NRI) clients, providing bespoke financial...


  • Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full time

    Job Specification:The NRI Private Wealth Manager will be responsible for managing and growing a portfolio of high-net-worth non-resident Indian (NRI) clients.Key Responsibilities:Client Relationship Management: Build and maintain long-term relationships with high-net-worth NRI clients.Understand clients' financial goals, risk tolerance, and investment...


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

    Job SummaryWe are seeking a skilled Financial Services Professional to join our team in Dubai. As an Experienced Wealth Manager, you will be responsible for managing a diverse portfolio of high-net-worth clients and providing tailored wealth management solutions.


  • Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full time

    Job Title: NRI Private Wealth ManagerJob Summary:We are seeking a highly skilled and experienced NRI Private Wealth Manager to join our team. The successful candidate will be responsible for managing and growing a portfolio of high-net-worth non-resident Indian (NRI) clients.Key Responsibilities:Client Relationship Management: Build and maintain strong...


  • Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full time

    Role OverviewAn exceptional opportunity has arisen for a High Net Worth Banking Specialist to join our esteemed team at Click and Connect Online Limited in Dubai, UAE.


  • Dubai, Dubai, United Arab Emirates Ateca Consulting Full time

    Ateca Consulting is seeking an experienced Private Banker to join our team. As a Private Banker, you will be responsible for managing high net worth client relationships and providing exceptional service to help them achieve their financial goals.The ideal candidate will have at least 3 years of experience in private banking or wealth management and a proven...


  • Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full time

    Job SummaryWe are seeking a skilled High Net Worth Banking Specialist to join our team at Independent Resourcing Consultancy Ltd. This is an exciting opportunity for a seasoned professional to take on a challenging role and contribute to the growth of our business.

  • NRI Portfolio Manager

    1 month ago


    Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full time

    About the Role:The NRI Vice President will be responsible for managing a portfolio of ultra-high-net-worth non-resident Indian clients.Key responsibilities include client relationship management, personalized banking services, investment advisory, wealth planning, and market analysis.The successful candidate will have a minimum of 7-10 years of experience in...


  • Dubai, Dubai, United Arab Emirates Ateca Consulting Full time

    We are seeking an accomplished Strategic Portfolio Growth Manager to join our team at Ateca Consulting.Key Responsibilities:Grow and manage high-net-worth and ultra-high-net-worth client portfolios. Develop tailored wealth management strategies for clients with assets valued between $50M and $100M. Foster strong relationships through regular communication...


  • Dubai, Dubai, United Arab Emirates Ateca Consulting Full time

    Company Overview">Ateca Consulting is a leading privately owned banking institution in Dubai, UAE. We are a forward-thinking institution that rewards success.Salary and Benefits">The estimated salary for this role is AED 350,000 to AED 450,000 per annum, plus bonuses and benefits package.Job Description">As an Elite Financial Portfolio Manager, you will be...


  • Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full time

    About Our ClientClick and Connect Online Limited is an innovative wealth management firm based in Dubai, UAE.Job DescriptionWe are seeking a Strategic Financial Planner to join our dynamic team. This role requires expertise in providing personalized financial advice and investment strategies to high net worth clients using digital tools and interactive...

  • NRI Portfolio Manager

    4 weeks ago


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

    Job TitleNRI Portfolio Manager - DubaiAbout Our ClientWe are a leading wealth management firm based in Dubai, UAE. Our mission is to provide personalized financial solutions that cater to the unique needs of each client, ensuring their financial well-being and growth.Job DescriptionWe are seeking an NRI Portfolio Manager to join our prestigious team. As a...


  • Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full time

    Job Title: NRI Private Wealth ManagerAt Click and Connect Online Limited, we are seeking a highly skilled NRI Private Wealth Manager to join our team. As a key member of our financial advisory team, you will be responsible for managing and growing a portfolio of high-net-worth non-resident Indian (NRI) clients.Key Responsibilities:Build and maintain...