Lead Wealth Management Consultant

4 weeks ago


Dubai, Dubai, United Arab Emirates Robert Walters Full time

We are seeking a Lead Wealth Management Consultant with a solid background in providing a comprehensive range of Wealth Services. The ideal candidate will possess the following qualifications:

  • CFP charter holder or CISI Level 7 certification
  • 3-7 years of experience in the Wealth Management sector
  • Demonstrated ability to manage a portfolio of High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients

Key Responsibilities:

  • Delivering a thorough financial planning administration service to support the team while nurturing client relationships
  • Preparing and executing recommendations along with general administrative support within the role's scope
  • Creating rebalance sheets for client investment portfolios
  • Drafting meeting plans, summary documents, and recommendations for client discussions
  • Gathering information to develop cash flow plans prior to meetings and ensuring follow-up for documentation retrieval
  • Compiling review documentation and reports necessary for client meetings
  • Generating daily, weekly, and monthly performance reports on the Investment Management System (IMS) and addressing any discrepancies
  • Conducting ad hoc reporting for clients, including Capital Gains Tax (CGT) calculations
  • Establishing new client files and maintaining existing ones to ensure compliance
  • Monitoring client accounts for adherence to investment guidelines and making necessary updates
  • Maintaining the CRM system for team clients
  • Coordinating with platforms and service providers as required
  • Building and sustaining effective working relationships with clients and colleagues

Required Skills and Qualifications:

  • Comprehensive knowledge relevant to the role
  • Strong numerical aptitude, attention to detail, and experience with multiple currencies
  • Robust analytical and research capabilities, with the ability to convey technical knowledge clearly
  • Proficiency in MS Office Suite and CRM systems
  • Ability to assertively deploy initiative
  • Exceptional interpersonal skills, capable of engaging effectively at all levels, along with outstanding written and verbal communication abilities
  • Team-oriented with experience in collaborative environments, ready to assist colleagues when necessary
  • Highly organized with efficient time management skills to prioritize workload effectively
  • Discreet, trustworthy, and diplomatic, with a commitment to confidentiality
  • A strong desire for continuous learning, development, and process improvement
  • Alignment with our core values to enhance our organizational culture


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