Senior Wealth Architect: HNW Advisory & Portfolio Growth

Emirates Islamic; United Arab Emirates; On-site; AED 120,000 - 200,000; Full time

Job description

Overview

Drive innovative user experiences in trading and wealth management through UX activities, high-fidelity UI designs, and collaboration with agile teams.

Responsibilities

• Create intuitive digital experiences for trading and wealth management, focusing on design systems, collaboration, and financial compliance.
• Source potential clients in wealth management, pitch SaaS solutions, negotiate deals, and possess strong B2B sales skills and communication.
• Manage a portfolio of clients, develop relationships, conduct assessments, ensure compliance, and possess strong financial sales skills in wealth management.
• Seek and engage high-net-worth individuals and institutional investors; optimize client service experience and enhance engagement.
• Manage client portfolios in stock market, forex, and CFD trading, ensuring satisfaction, compliance, and revenue growth through strong relationship management and sales skills.
• Engage clients in forex trading, manage relationships, and source investors while possessing knowledge of trading strategies and risk management.
• Educate clients on investment strategies, manage high-net-worth and retail portfolios, and ensure compliance while recommending mutual fund schemes.
• Contact potential clients to generate leads, conduct cold calls, recommend services, achieve sales targets, and maintain client relationships in a fast-paced environment.
• Provide tailored citizenship and residency advice to international clients, focusing on investment migration solutions and stakeholder relationships.
• Execute permanent business controls, monitor client visits, conduct KYC reviews, and support onboarding with strong analytical skills and collaboration.
• Support individuals and families in wealth management by building relationships, understanding needs, and recommending financial solutions using digital tools.
• Manage and grow client portfolios in mutual funds, provide investment advisory, achieve sales targets, and ensure regulatory compliance.
• Develop and manage relationships with high-net-worth clients, guidance on investment decisions, and delivering financial seminars.
• Manage accounting, financial reporting, and compliance while ensuring audit readiness and effective treasury management for multiple entities.
• Develop business with high-net-worth expatriates, manage relationships, and support marketing efforts while staying informed on market trends.
• Lead a team of private bankers focusing on High Net-Worth Individuals; drive client management and portfolio growth while ensuring compliance.
• Identify and onboard affiliates, manage relationships, optimize marketing strategies, and enhance productivity in financial products and investment advisory.
• Provide financial planning and investment strategies to wealth management clients, ensuring compliance and strong analytical skills.

Qualifications

• Bachelor’s degree in Finance or related field; 10+ years in wealth management, investment advisory, and strong communication skills.

Experience & Roles

• Senior Relationship Manager - Mutual Funds Investments (Dubai, UAE), 3-8 years
• Affiliate Manager (Dubai, UAE) with 4-8 years experience
• Wealth Advisor (StashAway), Dubai, UAE, 1-4 years

Location

Dubai - United Arab Emirates (UAE)

Note

Source content includes multiple roles and employer references; the description reflects combined responsibilities and requirements across wealth management, private banking, and advisory functions.