Senior Wealth Advisor

4 weeks ago


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

Position: Wealth Manager

Location: Dubai UAE

Employment Type: Full Time

About the Role:

Independent Resourcing Consultancy Ltd is in search of a seasoned and driven Wealth Manager to enhance their accomplished team in Dubai. This role is crucial in delivering customized financial guidance and wealth management solutions to affluent individuals and families. The successful candidate will demonstrate a solid history in wealth management, outstanding client relationship capabilities, and a comprehensive grasp of financial markets.

Key Responsibilities:

  1. Manage and cultivate a portfolio of affluent clients, offering tailored financial strategies and investment counsel.
  2. Conduct thorough financial planning, encompassing investment management, retirement strategies, estate planning, and tax optimization.
  3. Evaluate clients' financial circumstances, risk appetite, and investment objectives to devise personalized wealth management strategies.
  4. Continuously monitor and assess clients' investment portfolios, making necessary adjustments to align with their financial goals.
  5. Stay informed on market trends, economic developments, and regulatory changes to provide well-informed advice to clients.
  6. Collaborate with internal teams, including investment analysts and financial planners, to deliver cohesive financial solutions.
  7. Uphold strict confidentiality and comply with all regulatory and compliance standards.

Qualifications:

  • Bachelor's degree in Finance, Economics, Business Administration, or a related discipline (Master's degree or relevant certifications preferred).
  • A minimum of 5 years of experience in wealth management or a comparable financial advisory position.
  • Demonstrated success in managing and expanding a portfolio of high net worth clients.
  • In-depth knowledge of financial products, investment strategies, and market dynamics.
  • Exceptional communication, negotiation, and interpersonal skills.
  • Proven ability to establish and maintain long-term client relationships based on trust and integrity.
  • Proficiency in financial planning software and tools.
  • A transferable book of clients with over $5 million in Assets Under Management (AUM) is required.

Skills and Competencies:

  • Strategic thinking and analytical capabilities.
  • High level of professionalism and ethical standards.
  • Client-focused with a commitment to delivering exceptional service.
  • Strong organizational and time management skills.
  • Ability to work independently and collaboratively within a team.

Benefits:

  • Competitive salary and performance-based incentives.
  • Comprehensive health and wellness benefits.
  • Opportunities for professional development and career advancement.
  • Supportive and collaborative work environment.

Application Process:

Interested candidates are encouraged to submit their resume and a cover letter outlining their relevant experience and suitability for this role.

Remote Work: No



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

    Company Overview:Hoxton Wealth is a highly successful financial advisory firm that specializes in managing assets for high net worth clients. With a strong focus on providing personalized and comprehensive financial planning services, our team is dedicated to helping our clients achieve their financial goals.Job Overview:We are seeking a skilled and...


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

    Job Title: Wealth Management AdvisorLocation: Dubai, UAEAbout Our Client:Click and Connect Online Limited is a forward-thinking wealth management firm located in Dubai, dedicated to providing a holistic suite of financial services tailored to the distinct needs of their valued clientele. Their vision is to deliver customized financial strategies that promote...


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

    About UsIndependent Resourcing Consultancy Ltd is a leading provider of financial services, dedicated to delivering exceptional wealth management solutions to our clients.Job SummaryWe are seeking a highly skilled and experienced Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will be responsible for providing expert financial...


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

    Job Summary:Hoxton Wealth is a leading financial advisory firm that specializes in managing assets for high net worth clients. Our team is dedicated to providing personalized and comprehensive financial planning services to help our clients achieve their financial goals.Key Responsibilities:Collaborate with senior advisors to develop and implement...

  • Senior Wealth Advisor

    4 weeks ago


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

    Position: Wealth Manager Location: Dubai UAE Employment Type: Full Time About the Role: Independent Resourcing Consultancy Ltd is in search of a skilled and driven Wealth Manager to enhance their esteemed financial services team in Dubai. This role is essential for delivering customized financial guidance and wealth management strategies to affluent...

  • Senior Wealth Advisor

    4 weeks ago


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

    Position: Wealth Manager Location: Dubai UAE Employment Type: Full Time About the Role: Independent Resourcing Consultancy Ltd is seeking a seasoned and driven Wealth Manager to enhance their esteemed financial services team in Dubai. This role is crucial in delivering customized financial guidance and wealth management strategies to affluent individuals and...


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

    Job Summary:We are seeking a highly skilled and experienced Senior Financial Advisor to join our team at Independent Resourcing Consultancy Ltd. As a key member of our wealth management team, you will be responsible for providing exceptional financial advice and guidance to our clients.About the Role:Provide personalized financial planning and wealth...


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

    Job OverviewWe are seeking a highly skilled and experienced Paraplanner to join our team at Hoxton Wealth. As a Partnered Paraplanner, you will work closely with one of our top advisors to develop and implement comprehensive financial plans for high net worth clients.Key ResponsibilitiesCollaborate with the advisor to create and implement customized...


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

    Job Advertisement: Senior Wealth Management Consultant for Click and Connect Online Limited We are representing a prominent firm in the wealth management sector seeking a seasoned and qualified Senior Wealth Management Consultant to enhance their team. As a Senior Wealth Management Consultant, you will play a pivotal role in delivering expert financial...


  • Dubai, Dubai, United Arab Emirates ClickJobs Full time

    Role OverviewAs a Wealth Management Advisor, you will serve as the primary trusted consultant for your clients. Your responsibilities will include engaging with both current and potential clients to assess their financial aspirations and lending requirements. Utilizing your expertise in financial planning and our innovative assessment tools, you will conduct...


  • Dubai, Dubai, United Arab Emirates Robert Walters Full time

    Job DescriptionRobert Walters is seeking a highly skilled Senior Wealth Management Professional to join our team. As a key member of our Wealth Management department, you will be responsible for delivering exceptional financial planning services to our high net worth clients.Key Responsibilities:Client Relationship Management: Develop and maintain strong...


  • Dubai, Dubai, United Arab Emirates CHARTERHOUSE MIDDLE EAST Full time

    Job SummaryThe Senior Private Banker will be responsible for securing and managing the investments of High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs) in the region and internationally.Key ResponsibilitiesManage and grow the investment portfolios of HNI and UHNI clientsProvide expert investment advice and solutions tailored to...


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

    Wealth Management Associate Our client, a distinguished member of the FTSE 100, oversees an impressive portfolio exceeding 150 billion GBP in Client Funds Under Management. As a globally recognized firm in wealth management, they cater primarily to the expatriate community, with established offices in key international locations. In response to the evolving...


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

    Wealth Management Associate Our client, a distinguished entity within the FTSE 100, oversees an impressive portfolio exceeding 150 billion GBP in client assets. They are a globally recognized firm specializing in wealth management for expatriates, with established offices in key international locations. In response to the evolving needs of the expatriate...


  • Dubai, Dubai, United Arab Emirates deVere Group London Full time

    About deVere Group LondonWe are a leading, independent digital private investment bank and asset management organisation, providing high-class, professional advice to expatriate clients and investors worldwide.With over 100,000 clients across the globe and in excess of $12bn under advice and administration, we pride ourselves on being at the forefront of the...


  • Dubai, Dubai, United Arab Emirates wowJobs Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Wealth Management Team Lead to join our team at wowJobs. As a key member of our Wealth Management team, you will be responsible for leading a team of Wealth Managers to achieve defined targets and drive business growth.Key ResponsibilitiesTeam Leadership: Hire, mentor, and retain a...


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

    Job Title: Alternative Investment AdvisorLocation: Dubai, UAEAbout Our Client:Our client is an innovative wealth management firm based in Dubai, offering a comprehensive 360-degree 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...


  • Dubai, Dubai, United Arab Emirates UBS Full time

    About the RoleWe are seeking a highly skilled Client Account Manager to join our Wealth Management team at UBS. As a Client Account Manager, you will be responsible for managing daily business in client servicing and providing high-quality service to our clients.Key ResponsibilitiesManage daily business in client servicing and provide high-quality service to...


  • Dubai, Dubai, United Arab Emirates Robert Walters Full time

    Job DescriptionRobert Walters is seeking a highly skilled Senior Wealth Planning Specialist to join our team. As a key member of our Wealth Management division, you will be responsible for delivering exceptional financial planning services to our high net worth clients.Key Responsibilities:Client Relationship Management: Develop and maintain strong...


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

    Job Summary:We are seeking a seasoned financial advisor to join our team at Click And Connect Online Limited as an Associate Wealth Management Partner. This is an exceptional opportunity for dedicated and ambitious individuals to enhance their career experience and develop personal and business equity in a dynamic economy.About the Role:The successful...