Wealth Manager - Dubai - UAE

Ircfsjobs.com; Dubai; On-site; AED 180,000 - 240,000; Full time

Job summary

A leading financial services firm in Dubai seeks an experienced Wealth Manager to provide tailored financial advice to high-net-worth clients. The successful candidate will have a proven history in wealth management, strong interpersonal skills, and a deep understanding of financial markets. Key responsibilities include managing client portfolios, comprehensive financial planning, and collaborating with internal teams. This role offers competitive salary and benefits, alongside opportunities for professional development.

Benefits

Competitive salary and performance-based incentives

Comprehensive health and wellness benefits

Opportunities for professional development

Collaborative work environment

Qualifications

• Minimum of 5 years of experience in wealth management or financial advisory roles.
• Proven track record in managing high-net-worth client portfolios.
• Knowledge of financial products, investment strategies, and market dynamics.

Responsibilities

• Develop and manage client portfolios with personalized financial strategies.
• Conduct comprehensive financial planning including investment and retirement.
• Analyze client situations to create tailored wealth management plans.
• Monitor and review investment portfolios aligned with client goals.
• Stay updated on market trends to provide informed advice.

Skills

Client-focused service

Strategic thinking

Analytical skills

Communication skills

Negotiation skills

Interpersonal skills

Time management

Education

Bachelor's degree in Finance, Economics, Business Administration or related field

Master's degree or relevant certifications

Tools

Financial planning software

Job description

Position: Wealth Manager

Location: Dubai UAE

Employment Type: Full-Time

About the Role

My client a premier financial services firm is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Dubai. This role is pivotal in providing tailored financial advice and wealth management solutions to high-net-worth individuals and families. The ideal candidate will have a proven track record in wealth management exceptional client relationship skills and a deep understanding of the financial markets.

Key Responsibilities

• Develop and manage a portfolio of high-net-worth clients providing personalized financial strategies and investment advice.
• Conduct comprehensive financial planning including investment management, retirement planning, estate planning and tax optimization.
• Analyze clients financial situations, risk tolerance and investment goals to create tailored wealth management plans.
• Monitor and review clients investment portfolios making adjustments as necessary to ensure alignment with their financial objectives.
• Stay updated with market trends, economic conditions and regulatory changes to provide informed advice to clients.
• Collaborate with internal teams including investment analysts and financial planners to deliver integrated financial solutions.
• Maintain strict confidentiality and adhere to all regulatory and compliance requirements.

Qualifications

• Bachelors degree in Finance, Economics, Business Administration or a related field (Masters degree or relevant certifications)
• Minimum of 5 years of experience in wealth management or a related financial advisory role.
• Proven track record of managing and growing a portfolio of high-net-worth clients.
• Strong knowledge of financial products, investment strategies and market dynamics.
• Excellent communication, negotiation and interpersonal skills.
• Ability to build and maintain long-term client relationships based on trust and integrity.
• Proficiency in financial planning software and tools.
• A transferable book of clients with over $5 million in Assets Under Management (AUM) is required.

Skills and Competencies

• Strategic thinking and analytical skills.
• High level of professionalism and ethical standards.
• Client-focused with a commitment to delivering exceptional service.
• Strong organizational and time management skills.
• Ability to work independently and as part of a team.

Benefits

• Competitive salary and performance-based incentives.
• Comprehensive health and wellness benefits.
• Opportunities for professional development and career advancement.
• Supportive and collaborative work environment.

Application Process

Interested candidates are encouraged to apply with their resume and a cover letter detailing their relevant experience and why they are a good fit for this role.