Wealth Manager

Ircfsjobs.com; Dubai; On-site; AED 240,000 - 420,000; Full time

Benefits offered by this job

Salary plus commission

Comprehensive training

Job summary

Ircfsjobs.com in Dubai seeks an Experienced Wealth Manager to join a top firm and contribute to client financial wellbeing. The role emphasizes career growth, ongoing training, and a consultative advisory approach for high-net-worth clients in a dynamic city.

The ideal candidate has a strong sales background, experience handling sophisticated portfolios, and a commitment to regulatory compliance. Relocation to Dubai is encouraged for the right professional.

Qualifications

• Degree or equivalent in business, finance, economics or management.
• Proven sales acumen with face-to-face client interactions.
• Strong numerical, analytical and detail-oriented skills.
• Experience managing high-net-worth clients and investments.
• Target-driven, reliable and team-oriented.

Responsibilities

• Build and nurture a client base of high-net-worth individuals (B2C).
• Develop and manage client portfolios with personalised advisory services.
• Identify personal and financial needs to deliver tailored wealth management solutions.
• Conduct reviews to assess client needs and propose bespoke strategies.
• Offer solutions across investments, pensions, savings plans, protection, estate & tax planning and fintech.
• Stay compliant with regulatory requirements and industry standards.
• Perform general administrative duties as required.

Skills

Sales

Face-to-face client interactions

Numerical analysis

Attention to detail

High-net-worth clients

Target-driven

Team player

Education

Degree in business/finance/economics/management

Job description

Experienced Wealth Manager Dubai

An opportunity is available for a talented Experienced Wealth Manager to join a top company in the industry in Dubai. This is an ideal chance for individuals passionate about career growth and open to relocating to a vibrant city.

The firm prides itself on being sustainable rewarding and award-winning with a strong dedication to enhancing clients financial wellbeing. They are on a mission of continued growth and seek Experienced Wealth Managers eager to contribute to this journey.

Why Join

• - Career Growth: Manage a diverse and extensive portfolio while benefiting from extensive training and career advancement opportunities.
• - Supportive Culture: Leadership champions ongoing career support fostering a culture that prioritizes professional development.
• - Holistic Approach: Utilize a consultative process to tailor personalized strategies that address the complex needs of clients.

Key Responsibilities:

• - Build and nurture a client base of high-net-worth individuals (B2C).
• - Manage and support client portfolios focusing on developing strong trusting relationships through personalized advisory services.
• - Identify and address personal and financial needs delivering tailored wealth management solutions.
• - Conduct comprehensive reviews to assess client needs and provide bespoke financial strategies.
• - Offer a full range of solutions including investments pensions savings plans protection (insurance) estate planning international tax planning and fintech solutions.
• - Stay updated with legislative financial and procedural requirements ensuring compliance.
• - Perform general administrative duties as required.

Skills and Experience:

• - Degree or equivalent experience in business finance economics or management.
• - Proven sales acumen with experience in face-to-face client interactions.
• - Strong service focus with exceptional numerical analytical and attention-to-detail skills.
• - Experience managing high-net-worth clients with an understanding of investments offshore solutions and pension plans.
• - Reliable professional and a team player with a track record of delivering top-quality service.
• - Proven financial sales success with a drive for targets and ambition.
• - UK qualifications preferred.

Company Benefits:

• - Opportunity to earn further chartered qualifications relevant to the industry.
• - Diverse career opportunities and progression.
• - Potential for transfers to different locations.
• - Salary Competitive commission bonuses with a transparent structure.
• - Comprehensive individual and team training to support development.
• - Leading industry administration and compliance structures.
• - Advanced IT & CRM systems and top-notch technical support.
• - Full product training.

For those excited by the prospect of a challenging and rewarding role ready for a new adventure in Dubai this position is a fantastic opportunity to join an esteemed team.

• - Opportunity to earn further chartered qualifications relevant to the industry.
• - Diverse career opportunities and progression.
• - Potential for transfers to different locations.
• - Salary Competitive commission bonuses with a transparent structure.
• - Comprehensive individual and team training to support development.
• - Leading industry administration and compliance structures.
• - Advanced IT & CRM systems and top-notch technical support.