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Private Wealth Manager

1 week ago

Abu Dhabi, Abu Dhabi, United Arab Emirates Independent Resourcing Consultancy Ltd Full time

Our client is a distinguished financialservices firm known for its commitment to excellence andclientcentered approach. With a legacy of providing comprehensivewealth management solutions the client specializes in tailoredstrategies designed to optimize financial growth and security forits diverse clientele.

As a PrivateWealth Manager with the client the individual will play a pivotalrole in delivering sophisticated financial solutions to esteemedclients. They will be responsible for providing expert guidance andpersonalized advice to highnetworth individuals families andinstitutions ensuring their financial objectives are met withprecision and efficiency.

KeyResponsibilities:

Client RelationshipManagement: Cultivate and maintain strongrelationships with clients by understanding their unique financialgoals preferences and risk tolerance levels. Serve as their trustedadvisor offering comprehensive wealth management solutions tailoredto their specific needs.

FinancialPlanning and Advisory: Conduct indepth financialanalysis and develop customized wealth management strategiesencompassing investment planning retirement planning estateplanning tax optimization and risk management. Continuously monitorand adjust strategies to align with evolving client goals andmarket dynamics.

PortfolioManagement: Oversee the construction monitoring andrebalancing of client investment portfolios leveraging a diverserange of asset classes investment vehicles and alternativestrategies. Implement disciplined investment strategies aimed atachieving optimal riskadjusted returns while preservingcapital.

New BusinessDevelopment: Proactively identify and pursueopportunities to expand the firms client base and assets undermanagement (AUM). Collaborate with internal stakeholders to developmarketing initiatives and participate in networking events toattract prospective clients and deepen existingrelationships.

Compliance andRegulatory Adherence: Ensure strict adherence toindustry regulations compliance standards and internal policiesgoverning wealth management activities. Uphold the highest ethicalstandards and act in the best interests of clients at alltimes.

Qualifications andExperience:

Bachelors degree inFinance Economics Business Administration or a related field.Advanced degrees (e.g. MBA CFA CFP) Required.

Relevant industry certifications/licenses (e.g. Series 7 Series 66CFP) preferred.

Minimum of 5 years ofexperience in wealth management private banking or financialadvisory roles preferably serving highnetworth clients.

Transferable Client Base and Assets Under Management(AUM) in the UAE.

Proven track record ofsuccessfully managing client relationships and deliveringcomprehensive wealth management solutions.

Strong understanding of financial markets investment products andwealth management principles.

Excellentinterpersonal skills with the ability to communicate complexfinancial concepts effectively and build rapport with clients andcolleagues.

Sound judgment analytical prowessand attention to detail.

Remuneration:

Competitive salary commensurate with experience andqualifications.

Performancebased incentives andbonuses tied to individual and firmwide goals.

Comprehensive benefits package including health insurance andprofessional development opportunities.

Join the Team:

Embark on a rewarding career journey with the client andmake a meaningful impact in the lives of clients. Join a dynamicteam of wealth management professionals dedicated to deliveringexcellence in financial services. Apply today to become a WealthManagement Specialist and be part of the commitment to financialprosperity and success.

Competitivesalary compensation

Performancebased incentives and bonuses tied to individual andfirmwide goals.

Comprehensivebenefits package including health insurance and professionaldevelopment opportunities.

KeySkills
Business Development,Estate Law,SalesExperience,Trusts,Wealth Management,FinancialServices,Organizational skills,InvestmentExperience,Banking,Securities Law,FinancialPlanning,Wills
Employment Type : Full Time
Experience: years
Vacancy: 1
Monthly Salary Salary: AED