Wealth Manager

Daman Investments; Dubai; On-site; AED 180,000 - 300,000; Full time

Job summary

A leading company in wealth management is seeking a Wealth Manager to oversee a portfolio of high-net-worth clients. The role involves delivering customized portfolio solutions and financial planning, focusing on relationship building and compliance. Ideal candidates should possess strong financial acumen and relevant certifications, with a commitment to client satisfaction and growth.

Qualifications

• Minimum 3-5 years of experience in financial services.
• Proven experience in investment management and client relations.
• Certifications in financial planning (CFP, CFA) beneficial.

Responsibilities

• Manage client relationships and provide tailored investment advice.
• Conduct market research and optimize portfolio performance.
• Ensure compliance with regulatory requirements and internal policies.

Skills

Client Relationship Management

Investment Advisory

Financial Planning

Market Analysis

Portfolio Management

Education

Relevant bachelor’s degree

CFP certification

CFA certification

SCA Certifications

Job description

The Wealth Manager is responsible for managing a portfolio of high-net-worth individuals, family offices, and institutional clients. This job entails providing compliant, regulated investment advice and managing long-term client relationships by delivering customized portfolio solutions, financial planning, and strategic wealth guidance. The Wealth Manager is expected to deliver a seamless experience across the client journey from onboarding through to retention and growth.

Responsibilities

• Build and maintain strong relationships with clients, understanding their financial needs, objectives, and risk tolerance.
• Serve as the point of contact for clients, addressing their inquiries, providing regular updates, and ensuring client satisfaction.
• Collaborate with clients to assess their financial situation, develop financial plans, and provide personalized investment advice.
• Help clients set financial goals, develop strategies for wealth accumulation and preservation, and provide guidance on retirement planning, estate planning, tax planning, and other financial matters.
• Assist clients in managing their investment portfolios, considering their risk appetite and investment objectives.
• Conduct investment research, analyse market trends, and make informed investment recommendations to optimize portfolio performance.
• Monitor the performance of clients' investments and provide regular updates.
• Actively identify and pursue new business opportunities by prospecting and acquiring new clients.
• Generate leads, conduct client meetings, and deliver presentations to promote the firm's wealth management services and solutions.
• Collaborate with internal teams to develop marketing strategies and participate in networking events to expand the client base.
• Work closely with internal teams, such as investment analysts, financial planners, and product specialists, to deliver comprehensive financial solutions to clients.
• Coordinate efforts to provide seamless and integrated client experiences, leveraging the expertise of various professionals within the organization.
• Ensure compliance with regulatory requirements and internal policies.
• Conduct due diligence on investment products, evaluate risks, and implement risk management strategies to protect clients' assets. Stay updated on regulatory changes and educate clients on compliance matters.
• Prepare and present performance reports, investment summaries, and financial statements for clients.
• Analyse portfolio performance, investment returns, and progress towards financial goals.
• Conduct periodic reviews and recommend adjustments to clients' portfolios as needed.
• Educate clients on financial concepts, investment strategies, and market trends.
• Provide ongoing guidance and support to help clients make informed financial decisions.
• Conduct client seminars, workshops, and educational events to enhance clients' financial literacy.
• Foster long-term relationships with clients to ensure their continued satisfaction and loyalty.
• Proactively communicate with clients, conduct regular reviews, and address any concerns or issues promptly.
• Stay updated with industry trends, market conditions, and financial products.
• Continuously enhance knowledge and skills through professional development opportunities, certifications, and participation in industry associations.
• Stay informed about changes in tax laws, regulations, and financial planning strategies.
• Uphold company values throughout business practices and use sound judgment in decision making.
• Any other additional duties as may be required by management based on needs of the business.

Qualifications

• A minimum of 3 to 5 years of experience in related field.
• Proven experience in previous financial services industry.
• Relevant bachelor’s degree in related field.
• CFP and CFA certification will be advantageous.
• SCA Certifications required for Promotion License.