Senior Wealth Manager: Relationship & Strategy Lead

Click And Connect Online Limited; Dubai; On-site; AED 120,000 - 200,000; Full time

Job summary

A prestigious financial advisory firm is seeking an experienced Senior Wealth Manager to provide expert financial advice and develop customized investment strategies for clients. The ideal candidate will possess strong analytical skills, excellent communication abilities, and relevant financial certifications. This role offers a competitive salary, opportunities for professional development, and a collaborative work culture in Dubai. Candidates passionate about empowering clients toward financial success are encouraged to apply.

Benefits

Competitive salary with attractive commission structures

Opportunities for continuous professional development

Collaborative work culture

Access to cutting-edge financial planning tools

Qualifications

• Proven experience as a Wealth Manager or Financial Adviser.
• In-depth financial knowledge and analytical skills.
• Excellent communication and relationship-building abilities.

Responsibilities

• Conduct thorough financial assessments and portfolio reviews.
• Develop tailored investment strategies for clients.
• Build and maintain strong client relationships.
• Stay updated on financial products and regulations.
• Mentor junior team members and collaborate with finance professionals.

Skills

Analytical skills

Strong communication

Relationship-building

Client-focused approach

Education

Relevant financial certifications (DIpFA, CFP, CFA)

Job description

A prestigious financial advisory firm is seeking an experienced Senior Wealth Manager to provide expert financial advice and develop customized investment strategies for clients. The ideal candidate will possess strong analytical skills, excellent communication abilities, and relevant financial certifications. This role offers a competitive salary, opportunities for professional development, and a collaborative work culture in Dubai. Candidates passionate about empowering clients toward financial success are encouraged to apply.