High Net Worth Client Advisor
1 month ago
A competitive salary of $120,000 per annum commensurate with experience and qualifications.
About the RoleWe are seeking an exceptional Private Wealth Manager to join our team at Click and Connect Online Limited. As a key member of our wealth management department, you will play a pivotal role in delivering sophisticated financial solutions to esteemed clients.
Key Responsibilities:
- Cultivate and maintain strong relationships with high-net-worth individuals, families, and institutions by understanding their unique financial goals, preferences, and risk tolerance levels.
- Provide expert guidance and personalized advice on comprehensive wealth management strategies encompassing investment planning, retirement planning, estate planning, tax optimization, and risk management.
- Conduct in-depth financial analysis and develop customized wealth management plans tailored to each client's specific needs.
- Oversee the construction, monitoring, and rebalancing of client investment portfolios, leveraging a diverse range of asset classes, investment vehicles, and alternative strategies.
- Identify and pursue opportunities to expand the firm's client base and assets under management (AUM), collaborating with internal stakeholders to develop marketing initiatives and participate in networking events.
To be successful in this role, you will need:
- Bachelor's degree in Finance, Economics, Business Administration, or a related field.
- Advanced degrees such as MBA, CFA, or CFP required.
- Relevant industry certifications/licenses such as Series 7, Series 66, or CFP preferred.
- Minimum of 5 years of experience in wealth management, private banking, or financial advisory roles, preferably serving high-net-worth clients.
- Transferable client base and assets under management (AUM) in the UAE.
- Proven track record of successfully managing client relationships and delivering comprehensive wealth management solutions.
As a valued member of our team, you can expect:
- Competitive salary package with performance-based incentives and bonuses tied to individual and firm-wide goals.
- Comprehensive benefits package, including health insurance and professional development opportunities.
Click and Connect Online Limited is a leading provider of financial services dedicated to delivering excellence in wealth management. Our commitment to financial prosperity and success drives us to attract talented professionals who share our vision.
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