HNWI Wealth & Investment Relationship Manager

Fortune Wealth Advisors LLC SOC; Dubai; On-site; AED 180,000 - 420,000; Full time

Job summary

Fortune Wealth Advisors LLC SOC in Dubai seeks an experienced Wealth Manager to cultivate HNI client relationships and expand the AUM portfolio.

You will develop tailored investment strategies and oversee comprehensive wealth plans while ensuring compliance and transparent reporting to clients. Fluency in English is essential; additional languages are a plus, and a 2–7 year track record is expected.

Qualifications

• Bachelor's degree in finance or related field is essential.
• 2–7 years of progressive wealth management or investment advisory experience.
• Fluency in English; additional languages are advantageous.

Responsibilities

• Leverage an existing book of HNI/HNW clients to generate new business.
• Acquire clients through cold calling, referrals, or networking.
• Develop tailored investment strategies and wealth plans.
• Conduct regular portfolio reviews and report performance.
• Ensure compliance and protect client assets.
• Enhance client experience through proactive communication.
• Grow client AUM and revenue.

Skills

Relationship management

Networking

Communication skills

Analytical thinking

Education

Bachelor's degree in Finance

Bachelor's degree in Economics

Job description

Fortune Wealth Advisors LLC SOC in Dubai seeks an experienced Wealth Manager to cultivate HNI client relationships and expand the AUM portfolio.

You will develop tailored investment strategies and oversee comprehensive wealth plans while ensuring compliance and transparent reporting to clients. Fluency in English is essential; additional languages are a plus, and a 2–7 year track record is expected.