Senior Wealth Planner - HNW Portfolios in Dubai

AP Executive - Global Executive Search Agency; Dubai; On-site; AED 400,000 - 640,000; Full time

Benefits offered by this job

Competitive salary

Commission / bonus structure

Job summary

Tanqeeb in Dubai seeks a senior financial planner / wealth manager to strengthen the team. You will join a transfer-friendly book and manage portfolios from US$1 million to US$10 million for High-Net-Worth clients.

The ideal candidate holds a Level 4 Diploma in Financial Planning with Chartered status preferred and will work in a regulated, ethical advisory environment. Based in the UAE with a competitive salary and commission structure.

Qualifications

• Must hold Level 4 Diploma in Financial Planning (CISI/CII/LIBF).
• Chartered status preferred.

Responsibilities

• Manage relationships with High-Net-Worth clients.
• Perform cash flow modelling.
• Develop bespoke financial strategies for individual client needs.

Skills

HNW relationships

Cash flow modelling

Strategic financial planning

Education

Level 4 Diploma in Financial Planning (CISI/CII/LIBF)

Job description

Tanqeeb in Dubai seeks a senior financial planner / wealth manager to strengthen the team. You will join a transfer-friendly book and manage portfolios from US$1 million to US$10 million for High-Net-Worth clients.

The ideal candidate holds a Level 4 Diploma in Financial Planning with Chartered status preferred and will work in a regulated, ethical advisory environment. Based in the UAE with a competitive salary and commission structure.