Wealth Management Professional
4 weeks ago
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.
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