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Senior Wealth Advisor

3 months 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 families. The successful candidate will demonstrate a solid history in wealth management, outstanding client relationship capabilities, and a profound comprehension of financial markets.

Key Responsibilities:

1. Develop and oversee a portfolio of affluent clients, offering tailored financial strategies and investment recommendations.

2. Conduct thorough financial planning, including investment management, retirement planning, estate planning, and tax optimization.

3. Assess clients' financial situations, risk tolerance, and investment objectives to formulate personalized wealth management plans.

4. Monitor and evaluate clients' investment portfolios, making necessary adjustments to ensure alignment with their financial goals.

5. Stay informed about market trends, economic conditions, and regulatory changes to provide knowledgeable advice to clients.

6. Collaborate with internal teams, including investment analysts and financial planners, to deliver cohesive financial solutions.

7. Maintain strict confidentiality and comply with all regulatory and compliance standards.

Qualifications:

1. Bachelor's degree in Finance, Economics, Business Administration, or a related field (Master's degree or relevant certifications preferred).

2. Minimum of 5 years of experience in wealth management or a similar financial advisory capacity.

3. Proven ability to manage and expand a portfolio of high net worth clients.

4. Strong understanding of financial products, investment strategies, and market dynamics.

5. Excellent communication, negotiation, and interpersonal skills.

6. Ability to cultivate and sustain long-term client relationships founded on trust and integrity.

7. Proficiency in financial planning software and tools.

8. A transferable book of clients with over $5 million in Assets Under Management (AUM) is required.

Skills and Competencies:

1. Strategic thinking and analytical capabilities.

2. High level of professionalism and ethical standards.

3. Client-focused with a commitment to delivering exceptional service.

4. Strong organizational and time management skills.

5. Ability to work independently and collaboratively within a team.

Benefits:

1. Competitive salary and performance-based incentives.

2. Comprehensive health and wellness benefits.

3. Opportunities for professional development and career advancement.

4. Supportive and collaborative work environment.

Application Process:

Interested candidates are encouraged to apply with their resume and a cover letter detailing their relevant experience and why they are a good fit for this role.

Remote Work:

No