Wealth Manager

Independent Resourcing Consultancy Ltd; Dubai; On-site; AED 120,000 - 240,000; Full time

Job summary

An innovative wealth management firm in Dubai is seeking a Wealth Manager to join their dynamic team. This role involves developing and managing a portfolio of high-net-worth clients, providing personalized financial advice, and creating tailored investment strategies. The ideal candidate will possess strong relationship management skills, a deep understanding of financial markets, and a commitment to exceptional client service. Join a collaborative and innovative environment that values professional growth and offers a competitive package. If you are passionate about empowering clients and driving their financial success, this opportunity is perfect for you.

Benefits

Competitive package with attractive commission

Comprehensive health and wellness benefits

Opportunities for professional growth

Collaborative work environment

Access to cutting-edge digital tools

Qualifications

• 5-7 years of wealth management experience with a transferable client portfolio.
• Bachelor's in Finance or related field; Master's or certifications are a plus.

Responsibilities

• Manage high-net-worth client portfolios and develop tailored financial plans.
• Educate clients on financial products and market trends for informed decisions.

Skills

Analytical Skills

Communication Skills

Interpersonal Skills

Relationship Management

Financial Planning Tools

Portfolio Management Tools

Education

Bachelor's degree in Finance

Master's degree or professional certifications (CFA, CFP)

Tools

Financial Planning Software

Portfolio Management Software

Job description

Our client is an innovative wealth management firm based in Dubai, offering a comprehensive 360-degree range of services and products to their esteemed clients. Their mission is to provide personalized financial solutions that cater to the unique needs of each client, ensuring their financial well-being and growth.

Job Description:

Role Overview:

Our client is seeking a Wealth Manager to join their dynamic team. The successful candidate will be responsible for developing and managing a portfolio of high-net-worth clients by providing tailored financial advice and investment strategies. This role requires excellent relationship management skills, a deep understanding of financial markets, and a commitment to delivering exceptional client service.

Key Responsibilities:

1. Client Relationship Management: Build and maintain strong relationships with high-net-worth clients, understanding their financial goals, risk tolerance, and investment preferences.
2. Financial Planning: Develop comprehensive financial plans tailored to each client's needs, including retirement planning, tax optimization, estate planning, and more.
3. Investment Strategy: Create and implement personalized investment strategies, utilizing a wide range of financial products and services offered by the company.
4. Portfolio Management: Monitor and manage client portfolios, making adjustments as needed to align with market conditions and client objectives.
5. Market Analysis: Stay updated with global financial markets, economic trends, and investment opportunities to provide informed advice.
6. Client Education: Educate clients on various financial products, market trends, and investment strategies to empower them to make informed decisions.
7. Compliance: Ensure all advisory activities comply with regulatory standards and company policies.
8. Collaboration: Work closely with internal teams, including research, compliance, and operations, to deliver comprehensive wealth management solutions.

Qualifications:

1. Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field. A Master's degree or professional certifications (e.g., CFA, CFP) is a plus.
2. Experience: Minimum of 5-7 years of experience in wealth management and financial advisory in the UAE, with a transferable client portfolio and AUM is required.
3. Skills:
1. Strong analytical and quantitative skills.
2. Excellent communication and interpersonal skills.
3. Proven ability to build and maintain relationships with high-net-worth clients.
4. Proficiency in using financial planning and portfolio management tools.
5. Ability to work independently and as part of a team.
4. Knowledge: In-depth understanding of financial markets, investment products, and regulatory requirements in the UAE.
5. Language: Fluency in English is required; knowledge of Arabic is an advantage.

What Our Client Offers:

1. Competitive package with attractive commission package.
2. Comprehensive health and wellness benefits.
3. Opportunities for professional growth and development.
4. A collaborative and innovative work environment.
5. Access to cutting-edge digital tools and platforms.

How to Apply:

Interested candidates are invited to apply with their resume and a cover letter detailing their qualifications and experience.