Wealth Management Client Services Lead - Dubai

Equiti Group; Dubai; On-site; AED 300,000 - 480,000; Full time

Benefits offered by this job

Competitive salary

Performance bonus

Medical insurance

Smart working

Wellness initiatives

Company lunches

Company events

Job summary

Equiti Group is seeking a Senior Support Specialist in Wealth Management to deliver high-quality operational support for wealth clients. You will coordinate onboarding, investment servicing, and reporting, acting as the liaison between clients, relationship managers, and service providers.

The role emphasizes client experience, accuracy, and timely execution. The position is based in Dubai and involves coordinating with Compliance and external partners to ensure smooth onboarding and ongoing

Qualifications

• 3–7 years' experience in wealth management, asset management, fund operations, or client servicing.
• Experience coordinating with Compliance and external service providers is an advantage.
• Bachelor’s degree in finance, Business, or related field preferred.

Responsibilities

• Act as day-to-day servicing contact for clients and relationship managers.
• Coordinate onboarding between clients, Compliance, and Sumsub.
• Support processing of subscriptions, redemptions, switches, and cash movements.
• Track settlement status with Fund Administrator and Custodian.
• Distribute contract notes, confirmations, and transaction summaries to clients.
• Maintain audit trails in CRM/ticketing system.
• Identify recurring client issues and recommend operational improvements.
• Ensure servicing activities align with internal procedures and SLAs.

Skills

Client servicing

Relationship support

Onboarding coordination

Investment servicing

CRM systems

Attention to detail

Education

Bachelor's degree in finance

Tools

CRM software

Sumsub

Fund administration system

Job description

Equiti Group is seeking a Senior Support Specialist in Wealth Management to deliver high-quality operational support for wealth clients. You will coordinate onboarding, investment servicing, and reporting, acting as the liaison between clients, relationship managers, and service providers.

The role emphasizes client experience, accuracy, and timely execution. The position is based in Dubai and involves coordinating with Compliance and external partners to ensure smooth onboarding and ongoing