Wealth Management Professional

4 days ago


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

We are seeking a highly motivated Wealth Management Professional 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 NRI clients.

You will work closely with our internal teams to develop marketing strategies targeting the NRI segment and conduct seminars, webinars, and networking events to attract potential clients. You will also develop and implement tailored investment strategies that meet the unique needs of our clients.

To succeed in this role, you will need to possess excellent communication and interpersonal skills, as well as a strong commitment to delivering exceptional service. You will also need to have in-depth knowledge of financial products, investment strategies, and wealth planning tools, as well as experience working with CRM systems and financial planning software.



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