Senior Wealth Relationship Advisor

Remote DXB; Dubai; On-site; AED 180,000 - 300,000; Full time

Job summary

DBS in Dubai is seeking an experienced Wealth Manager to acquire affluent clients and deliver comprehensive financial solutions across banking, insurance, and investments. You will analyze client needs, manage portfolios, and explain risks while ensuring adherence to regulatory guidelines and internal policies.

Ideal candidates possess RI and IIQE registrations, bilingual fluency in Mandarin and English, and strong communication skills. A CFP/CFA is advantageous in this role.

Qualifications

• Degree in business or finance is preferred.
• RI with HKSI Papers 1,7,8 is required.
• TR with IIQE Papers 1,2,3,5 is required.
• Fluency in Mandarin and English is essential.
• CFP or CFA designation is an advantage.

Responsibilities

• Acquire new affluent customers and solicit business opportunities through cross-selling and referrals.
• Conduct financial needs analysis to provide solutions across banking, insurance, and investment products.
• Manage customer portfolios and provide wealth management advice and risk explanations.
• Maintain regular contact with existing customers to deepen relationships and reduce attrition.
• Execute financial transactions and handle customer enquiries.
• Ensure compliance with bank policies, HKMA regulations, and SFC Code of Conduct.
• Collaborate with colleagues to achieve team objectives and maintain harmony.

Skills

Mandarin & English fluency

Influence & communication

Education

Degree in business or finance

Registered RI with HKSI Papers 1,7,8

Registered TR with IIQE Papers 1,2,3,5

Job description

DBS in Dubai is seeking an experienced Wealth Manager to acquire affluent clients and deliver comprehensive financial solutions across banking, insurance, and investments. You will analyze client needs, manage portfolios, and explain risks while ensuring adherence to regulatory guidelines and internal policies.

Ideal candidates possess RI and IIQE registrations, bilingual fluency in Mandarin and English, and strong communication skills. A CFP/CFA is advantageous in this role.