Senior Wealth Advisor for High-Net-Worth Clients

Ircfsjobs.com; Abu Dhabi; On-site; AED 120,000 - 200,000; Full time

Job summary

A distinguished financial services firm in the UAE is seeking a Private Wealth Manager to deliver tailored financial solutions to high-net-worth clients. The ideal candidate will have at least 5 years of experience in wealth management, strong interpersonal skills, and a proven track record in managing client relationships. Join a dedicated team committed to excellence in financial services and contribute to the financial success of clients.

Benefits

Competitive salary

Performance-based incentives

Comprehensive benefits package

Qualifications

• Minimum of 5 years experience in wealth management or financial advisory roles.
• Transferable Client Base and Assets Under Management (AUM) in the UAE.
• Proven track record of managing client relationships and delivering comprehensive wealth management solutions.

Responsibilities

• Cultivate and maintain strong relationships with clients by understanding their financial goals.
• Conduct in-depth financial analysis and develop customized wealth management strategies.
• Oversee the construction and monitoring of client investment portfolios.
• Identify and pursue opportunities to expand the firm's client base.
• Ensure adherence to industry regulations and compliance standards.

Skills

Client Relationship Management

Financial Planning and Advisory

Portfolio Management

New Business Development

Compliance and Regulatory Adherence

Education

Bachelor's degree in Finance, Economics, Business Administration, or related field

Advanced degrees (e.g. MBA, CFA, CFP)

Tools

Financial analysis tools

Job description

A distinguished financial services firm in the UAE is seeking a Private Wealth Manager to deliver tailored financial solutions to high-net-worth clients. The ideal candidate will have at least 5 years of experience in wealth management, strong interpersonal skills, and a proven track record in managing client relationships. Join a dedicated team committed to excellence in financial services and contribute to the financial success of clients.