Elite Wealth Architect for High-Net-Worth Clients

Independent Resourcing Consultancy Ltd; Abu Dhabi; On-site; AED 120,000 - 250,000; Full time

Job summary

A distinguished financial services firm is seeking a Private Wealth Manager to deliver sophisticated financial solutions to high-net-worth clients. In this pivotal role, you will cultivate strong relationships, provide expert guidance, and develop customized wealth management strategies. Your expertise will help clients achieve their financial objectives while ensuring compliance with industry regulations. Join a dynamic team dedicated to excellence in financial services and make a meaningful impact in clients' lives. If you are passionate about wealth management and thrive in a client-centered environment, this opportunity is perfect for you.

Benefits

Health Insurance

Professional Development Opportunities

Performance-based Incentives

Bonuses

Qualifications

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

Responsibilities

• Cultivate strong client relationships and provide tailored wealth management solutions.
• Oversee investment portfolios and ensure compliance with regulations.

Skills

Client Relationship Management

Financial Planning

Portfolio Management

Compliance and Regulatory Adherence

New Business Development

Education

Bachelor's degree in Finance

Advanced degrees (MBA, CFA, CFP)

Tools

Financial Analysis Tools

Investment Management Software

Job description

A distinguished financial services firm is seeking a Private Wealth Manager to deliver sophisticated financial solutions to high-net-worth clients. In this pivotal role, you will cultivate strong relationships, provide expert guidance, and develop customized wealth management strategies. Your expertise will help clients achieve their financial objectives while ensuring compliance with industry regulations. Join a dynamic team dedicated to excellence in financial services and make a meaningful impact in clients' lives. If you are passionate about wealth management and thrive in a client-centered environment, this opportunity is perfect for you.