Wealth or Investment Relationship Manager

Fortune Wealth Advisors LLC SOC; Dubai; On-site; AED 180,000 - 420,000; Full time

Job summary

Fortune Wealth Advisors LLC SOC in Dubai seeks an experienced Wealth Manager to cultivate HNI client relationships and expand the AUM portfolio.

You will develop tailored investment strategies and oversee comprehensive wealth plans while ensuring compliance and transparent reporting to clients. Fluency in English is essential; additional languages are a plus, and a 2–7 year track record is expected.

Qualifications

• Bachelor's degree in finance or related field is essential.
• 2–7 years of progressive wealth management or investment advisory experience.
• Fluency in English; additional languages are advantageous.

Responsibilities

• Leverage an existing book of HNI/HNW clients to generate new business.
• Acquire clients through cold calling, referrals, or networking.
• Develop tailored investment strategies and wealth plans.
• Conduct regular portfolio reviews and report performance.
• Ensure compliance and protect client assets.
• Enhance client experience through proactive communication.
• Grow client AUM and revenue.

Skills

Relationship management

Networking

Communication skills

Analytical thinking

Education

Bachelor's degree in Finance

Bachelor's degree in Economics

Job description

1. Leverage an existing book of HNI and HNW relationships to generate new business.

2. Should have knowledge of Mutual Funds, Bonds, ETF, Equities and Structured Products.

3. Working in Indian Banks with NRI base are open to apply particularly with UAE market.

4. Client Acquisition through cold calling or referrals or networking channels.

   
   

5. Only whose will be shortlisted for interview who can match any 1 out of 3 first points.

   
   

6. Cultivate and deepen relationships with high-net-worth individuals by understanding their unique financial goals and risk tolerance.

7. Develop and implement tailored investment strategies and comprehensive wealth management plans to meet client objectives.

8. Proactively identify and pursue new business opportunities to expand the client portfolio and drive revenue growth.

9. Conduct regular portfolio reviews and performance analysis, providing clear and insightful updates to clients.

10. Ensure strict adherence to compliance regulations and internal policies while safeguarding client assets.

11. Continuously enhance client experience through personalized service and proactive communication, fostering long-term loyalty.

12. Manage client inquiries and resolve issues efficiently and effectively, maintaining a high level of client satisfaction.

Desired Candidate Profile

1. Bachelor's degree in finance, Economics, Business Administration, or a related field is essential.

2. Demonstrated success in client acquisition, retention, and AUM growth within the financial services industry.

3. Exceptional interpersonal, communication, and presentation skills to build trust and rapport.

4. Strong analytical and problem-solving abilities to interpret complex financial data and offer strategic solutions.

5. High degree of integrity, discretion, and ethical conduct in all client dealings.

6. Ability to work independently and collaboratively in a fast-paced, results-oriented environment.

7. Fluency in English; proficiency in additional languages relevant to the client base is a significant advantage.

8. Minimum of 2-7 years of progressive experience in wealth management or investment advisory.