Wealth Management Specialist with Expertise in High-Net-Worth Client Solutions

24 hours ago


Abu Dhabi, Abu Dhabi, United Arab Emirates Independent Resourcing Consultancy Ltd Full time
Role Overview

A Private Wealth Manager is required to deliver comprehensive wealth management solutions to esteemed clients, utilizing expertise in tailored financial strategies and sophisticated investment planning.

Key Responsibilities
  1. Cultivate Strong Client Relationships: Develop deep understanding of clients' unique financial goals, risk tolerance levels, and preferences to provide personalized advice.
  2. Financial Planning and Advisory: Conduct in-depth analysis to create customized wealth management strategies encompassing investment planning, retirement planning, estate planning, tax optimization, and risk management.
  3. Portfolio Management: Oversee the construction, monitoring, and rebalancing of client investment portfolios, leveraging a diverse range of asset classes, investment vehicles, and alternative strategies.
  4. New Business Development: Identify opportunities to expand the firm's client base and assets under management through proactive networking and marketing initiatives.
  5. Compliance and Regulatory Adherence: Ensure strict adherence to industry regulations, compliance standards, and internal policies governing wealth management activities.
Required Skills and Qualifications

This role requires:

  • Bachelor's degree in Finance, Economics, Business Administration, or a related field.
  • Advanced degrees (e.g., MBA, CFA, CFP) preferred.
  • Minimum 5 years of experience in wealth management, private banking, or financial advisory roles.
  • Proven track record of successfully managing client relationships and delivering comprehensive wealth management solutions.
  • Strong understanding of financial markets, investment products, and wealth management principles.
Benefits

The successful candidate can expect:

  • A competitive salary of approximately $120,000 per year.
  • Performance-based incentives and bonuses tied to individual and firm-wide goals.
  • A comprehensive benefits package, including health insurance and professional development opportunities.
Join Our Team

Pursue a rewarding career as a Private Wealth Manager with Independent Resourcing Consultancy Ltd. Apply today to become part of our dynamic team dedicated to delivering excellence in financial services.



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