Wealth Manager - Dubai - UAE

Click And Connect Online Limited; Dubai; On-site; USD 60,000 - 120,000; Full time

Job summary

An established industry player in financial services is on the lookout for a passionate Wealth Manager to enhance their dynamic team in Dubai. This pivotal role involves crafting personalized financial strategies and managing a portfolio of high-net-worth clients, ensuring their financial objectives are met with precision. The ideal candidate will bring a wealth of experience, exceptional client relationship skills, and a robust understanding of the financial markets. Join a supportive and collaborative environment that values professional development and offers competitive compensation. If you thrive on delivering exceptional service and building lasting client relationships, this opportunity is tailored for you.

Benefits

Competitive salary

Performance-based incentives

Comprehensive health benefits

Professional development opportunities

Collaborative work environment

Qualifications

• 5+ years of experience in wealth management or financial advisory roles.
• Strong knowledge of financial products and investment strategies.

Responsibilities

• Develop and manage a portfolio of high-net-worth clients.
• Conduct comprehensive financial planning and investment management.

Skills

Strategic thinking

Analytical skills

Client-focused service

Organizational skills

Time management

Education

Bachelor's degree in Finance

Master's degree or relevant certifications

Tools

Financial planning software

Job description

Position: Wealth Manager

Location: Dubai, UAE

Employment Type: Full-Time

About the Role:

My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Dubai. This role is pivotal in providing tailored financial advice and wealth management solutions to high-net-worth individuals and families. The ideal candidate will have a proven track record in wealth management, exceptional client relationship skills, and a deep understanding of the financial markets.

Key Responsibilities:

1. Develop and manage a portfolio of high-net-worth clients, providing personalized financial strategies and investment advice.
2. Conduct comprehensive financial planning including investment management, retirement planning, estate planning, and tax optimization.
3. Analyze clients' financial situations, risk tolerance, and investment goals to create tailored wealth management plans.
4. Monitor and review clients' investment portfolios, making adjustments as necessary to ensure alignment with their financial objectives.
5. Stay updated with market trends, economic conditions, and regulatory changes to provide informed advice to clients.
6. Collaborate with internal teams including investment analysts and financial planners to deliver integrated financial solutions.
7. Maintain strict confidentiality and adhere to all regulatory and compliance requirements.

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 related financial advisory role.
3. Proven track record of managing and growing a portfolio of high-net-worth clients.
4. Strong knowledge of financial products, investment strategies, and market dynamics.
5. Excellent communication, negotiation, and interpersonal skills.
6. Ability to build and maintain long-term client relationships based 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 skills.
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 as part of 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.