Wealth Management Professional

4 weeks ago


Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full time
Job Title: Wealth Manager

Location: Dubai, UAE

About Our Client:

Our client is a leading wealth management firm in Dubai, offering a comprehensive range of services to high-net-worth individuals. Their mission is to provide personalized financial solutions that cater to the unique needs of each client, ensuring their financial well-being and growth.

Job Description:

Role Overview:

We are seeking a Wealth Manager to join our dynamic team. The successful candidate will be responsible for developing and managing a portfolio of high-net-worth clients by providing tailored financial advice and investment strategies. This role requires excellent relationship management skills, a deep understanding of financial markets, and a commitment to delivering exceptional client service.

Key Responsibilities:

- Client Relationship Management: Build and maintain strong relationships with high-net-worth clients, understanding their financial goals, risk tolerance, and investment preferences.

- Financial Planning: Develop comprehensive financial plans tailored to each client's needs, including retirement planning, tax optimization, estate planning, and more.

- Investment Strategy: Create and implement personalized investment strategies, utilizing a wide range of financial products and services offered by the company.

- Portfolio Management: Monitor and manage client portfolios, making adjustments as needed to align with market conditions and client objectives.

- Market Analysis: Stay updated with global financial markets, economic trends, and investment opportunities to provide informed advice.

- Client Education: Educate clients on various financial products, market trends, and investment strategies to empower them to make informed decisions.

- Compliance: Ensure all advisory activities comply with regulatory standards and company policies.

- Collaboration: Work closely with internal teams, including research, compliance, and operations, to deliver comprehensive wealth management solutions.

Qualifications:

- Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field. A Master's degree or professional certifications (e.g., CFA, CFP) is a plus.

- Experience: Minimum of 5-7 years of experience in wealth management and financial advisory in the UAE, with a transferable client portfolio and AUM is required.

- Skills:

Strong analytical and quantitative skills.

Excellent communication and interpersonal skills.

Proven ability to build and maintain relationships with high-net-worth clients.

Proficiency in using financial planning and portfolio management tools.

Ability to work independently and as part of a team.

- Knowledge: In-depth understanding of financial markets, investment products, and regulatory requirements in the UAE.

- Language: Fluency in English is required; knowledge of Arabic is an advantage.

What Our Client Offers:

Competitive package with attractive commission package.

Comprehensive health and wellness benefits.

Opportunities for professional growth and development.

A collaborative and innovative work environment.

Access to cutting-edge digital tools and platforms.

How to Apply

Interested candidates are invited to apply with their resume and a cover letter detailing their qualifications and experience.



  • Dubai, Dubai, United Arab Emirates Hoxton Wealth Full time

    Job Overview:Hoxton Wealth is a global financial services firm that leverages a tech and tax-led approach to financial planning. We are seeking a skilled Partnered Paraplanner to join our team and work closely with one of our top advisors.Key Responsibilities:Develop and implement comprehensive financial plans for clients, including investment strategies,...


  • Dubai, Dubai, United Arab Emirates Deutsche Bank Full time

    Job DescriptionWe are seeking a skilled Wealth Management Professional to join our team at Deutsche Bank. As a key member of our team, you will be responsible for onboarding new clients and supporting periodic reviews of existing clients.The ideal candidate will have a Bachelor's Degree in Finance and at least 3 years of experience in client onboarding...


  • Dubai, Dubai, United Arab Emirates Hoxton Wealth Full time

    The Role:Hoxton Wealth is a private wealth advisory business that focuses on servicing international investors and expatriates worldwide. We are at the forefront of developing a cutting-edge wealth management app equipped with powerful tools such as net worth tracking and a suite of free financial tools. As we continue to grow, we are seeking a talented and...


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

    Unlock Your Potential in Wealth ManagementOur esteemed client, a leading member of the FTSE 100, is seeking a seasoned financial professional to join their team in the UAE. With a strong presence in the expatriate community, they offer a unique opportunity for ambitious individuals to enhance their career experience and develop personal and business equity...


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

    At Independent Resourcing Consultancy Ltd, we are expanding our team with a skilled Wealth Manager to cater to the growing expatriate community in the UAE. This is an exceptional opportunity for a seasoned financial professional to enhance their career experience and develop personal and business equity in a dynamic economy. The successful candidate will be...


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

    Role OverviewClick and Connect Online Limited is seeking an experienced Wealth Manager to join their dynamic team in Dubai. This role is pivotal in providing tailored financial advice and wealth management solutions to high net worth individuals and families.Key ResponsibilitiesDevelop and manage a portfolio of high net worth clients providing personalized...


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

    About Our Client:Independent Resourcing Consultancy Ltd is a leading wealth management firm that offers a comprehensive range of services and products to its esteemed clients. 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 Description:Role...


  • Dubai, Dubai, United Arab Emirates Hornby Chapman Full time

    Job Title: Sales and Relationship Manager, Wealth Management, Middle EastAbout the Role:We are seeking a highly motivated and experienced Sales and Relationship Manager to join our team at Hornby Chapman. As a key member of our wealth management team, you will be responsible for building and maintaining relationships with high net worth and ultra-high net...


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

    Job Opportunity: We are seeking a seasoned financial adviser to cater to the needs of our prestigious client, a prominent wealth management firm in the FTSE 100. The ideal candidate will have a proven track record in business networking and exceptional sales skills in advisory services.About the Role: As a senior wealth management professional, you will be...


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

    Our client, a leading member of the FTSE 100, is seeking a seasoned financial advisor to cater to the UAE's expatriate community. As a prestigious wealth management firm, they offer comprehensive training and development for securing local qualifications and licensing, as well as practice management and tailored marketing support.With a strong commitment to...


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

    Job SummaryWe are seeking an experienced Wealth Management Associate Partner to join our team in Dubai. As a key member of our financial services team, you will be responsible for providing high-quality wealth management advice to our clients in the UAE.About the RoleAs a Wealth Management Associate Partner, you will be responsible for:Providing expert...


  • Dubai, Dubai, United Arab Emirates Hoxton Wealth Full time

    **Job Title:** Office Manager**Company Overview:**Hoxton Wealth is a global financial services firm with a presence in key locations worldwide. The company leverages a tech and tax-led approach to financial planning, combining innovative technology solutions with deep expertise in tax-efficient strategies to deliver comprehensive wealth management services....


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

    Job Title: Wealth Management Administrative AssistantLocation: DubaiOur client is a leading investment management firm renowned for developing lasting partnerships with clients. Specializing in wealth management and financial services, they provide tailored solutions that cover every aspect of financial life. From private wealth management to corporate...


  • Dubai, Dubai, United Arab Emirates Deutsche Bank Full time

    About Deutsche Bank Private BankWe are one of the largest wealth managers worldwide, offering a broad range of traditional and alternative investment solutions. Our clients rely on us for comprehensive advice on all aspects of wealth management. We create lasting value through bespoke solutions tailored to their needs.Job Description: Relationship ManagerThe...


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

    Job Title: Wealth Management Support SpecialistLocation: DubaiOur client, a leading investment management firm, is renowned for developing lasting partnerships with clients. Specializing in wealth management and financial services, they provide tailored solutions that cover every aspect of financial life. From private wealth management to corporate advisory,...


  • Dubai, Dubai, United Arab Emirates Hornby Chapman Full time

    About the RoleWe are seeking an experienced Sales and Relationship Manager to join our team at Hornby Chapman. The successful candidate will have a strong background in wealth management, with a proven track record of building and maintaining relationships with high net worth clients.Key ResponsibilitiesDevelop and implement sales strategies to drive...


  • Dubai, Dubai, United Arab Emirates Hoxton Wealth Full time

    Position: Office ManagerCompany Overview: Hoxton Wealth is a leading financial services company that specializes in wealth management and investment advisory services. With a team of experienced professionals and a commitment to providing personalized solutions, we have established a strong reputation in the industry. Job Overview:We are seeking a highly...


  • 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 NRI Private Wealth Manager to join our team at Click and Connect Online Limited. As a key member of our wealth management team, you will be responsible for managing and growing a portfolio of high net worth non-resident Indian (NRI) clients.Key Responsibilities:Client...


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

    Job Title: Wealth ManagerLocation: Dubai UAEAbout Our Client:Our client is a leading wealth management firm based in Dubai, offering a comprehensive range of services and products to their esteemed clients. Their mission is to provide personalized financial solutions that cater to the unique needs of each client, ensuring their financial well-being and...


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

    Our esteemed client, a prominent FTSE 100 company, is seeking a seasoned wealth management professional to cater to the needs of their expatriate clients in the UAE. With a strong presence in Dubai, Hong Kong, and Singapore, they are committed to delivering exceptional quality face-to-face wealth management advice and building long-term trusted client...