Private Wealth Manager

Client of Independent Resourcing Consultancy; Abu Dhabi; On-site; AED 120,000 - 180,000; Full time

Job summary

A leading company in Abu Dhabi is seeking a Wealth Manager to manage high-net-worth clients, providing bespoke financial advice and investment management. The role involves developing tailored strategies, ensuring regulatory compliance, and enhancing client relationships through strong financial expertise.

Qualifications

• Experience in private banking or wealth management.
• Ability to develop strategic marketing and business growth plans.

Responsibilities

• Manage high-net-worth non-resident Indian clients with bespoke financial advice.
• Develop tailored investment strategies for ultra-high-net-worth clients.
• Ensure compliance with UAE laws and optimize risk management.

Skills

Relationship Management

Client Servicing

Communication

Analytical Skills

Presentation Skills

Education

Industry Qualifications

Job description

Manage high-net-worth non-resident Indian clients by providing bespoke financial advice, investment management, and ensuring regulatory compliance.

Job Opportunities in Wealth and Relationship Management

1. High-Net-Worth Client Management: Acquire high-net-worth individuals, manage investments, and enhance client relationships through financial expertise.
2. Private Banking and Portfolio Management: Manage high-value portfolios, drive revenue growth, ensure compliance, and develop tailored investment strategies for ultra-high-net-worth clients.
3. Sales and Business Development: Generate leads, nurture client relationships, and utilize strong selling skills in telesales and wealth management.
4. Financial Planning and Insurance: Develop tailored financial plans, provide insurance solutions, and assist clients in achieving their financial goals.
5. Operational and Regulatory Oversight: Lead HR operations, ensure compliance with UAE laws, and optimize controls and risk management in financial services.

Additional Roles

• Account Manager in Dubai, Abu Dhabi, Sharjah - responsible for increasing fixed deposits and CASA base, providing customer service, and cross-selling retail banking products.
• Independent Financial Planner / Wealth Manager / Insurance Advisor at Nexus Insurance Brokers LLC - focusing on financial planning, insurance sales, and developing financial strategies.
• Wealth Manager with a focus on international clients, real estate, and compliance in UAE, requiring industry qualifications, sales skills, and business networking capabilities.

Key Skills and Requirements

• Strong relationship management and client servicing skills.
• Experience in private banking, wealth management, or related financial services.
• Ability to develop and implement strategic marketing and business growth plans.
• Compliance with industry regulations and local laws.
• Excellent communication, analytical, and presentation skills.