Wealth Relation Manager

Ethra Invest LLC; Dubai; On-site; AED 120,000 - 200,000; Full time

Job summary

An established industry player is looking for a Wealth Relationship Manager to join their dynamic team in the UAE/GCC. This exciting role involves providing exceptional service and tailored investment solutions to high-net-worth clients, helping them achieve their financial goals and ensuring long-term wealth growth. You will build strong, lasting relationships, monitor client portfolios, and act as a trusted advisor in wealth management. If you have a passion for finance and a proven track record in wealth management, this opportunity offers a chance to make a significant impact in a thriving market.

Qualifications

• Proven experience in wealth management or private banking, preferably in the UAE/GCC.
• Strong understanding of investment products and regulatory frameworks.

Responsibilities

• Build and maintain relationships with high-net-worth clients to understand their financial goals.
• Provide tailored investment strategies and collaborate with the investment team.

Skills

Finance

Wealth Relation

Investment

Analytical Skills

Communication Skills

Job description

Job Location:

UAE/GCC

Experience:

3 to 5 years

Job Function:

1. Accounts
2. Tax
3. CS
4. Audit
5. Finance
6. Administration
7. Commercial Operations
8. Banking
9. Financial Services
10. Corporate Planning
11. Consulting

Skillset:

Finance, Wealth Relation, Investment

Job Opportunity:

We are seeking an experienced Wealth Relationship Manager to join our growing team in the UAE/GCC region. In this role, you will be responsible for providing exceptional service and investment solutions to high-net-worth clients, helping them achieve their financial goals and ensuring their long-term wealth growth.

Key Responsibilities:

1. Build and maintain strong, long-term relationships with high-net-worth clients, understanding their unique financial goals and needs.
2. Provide tailored investment strategies and solutions that align with clients' risk tolerance, objectives, and market conditions, particularly in the UAE/GCC region.
3. Collaborate with the investment team to identify and recommend suitable investment opportunities, including private equity, asset management, and wealth planning strategies.
4. Monitor clients' portfolios, offering regular performance updates and making strategic recommendations to enhance returns and optimize wealth growth.
5. Act as a trusted advisor, delivering personalized financial planning, risk management, and wealth preservation strategies.
6. Stay up to date on market trends, regulatory developments, and global economic factors that impact wealth management in the GCC region.
7. Ensure exceptional client service by resolving inquiries, addressing concerns, and maintaining a high level of client satisfaction.

Requirements:

1. Proven experience in wealth management, private banking, or a similar client-facing role, preferably within the UAE/GCC market.
2. Strong understanding of investment products, including equities, fixed income, private equity, and alternative investments.
3. Excellent communication and relationship-building skills, with the ability to engage and build trust with high-net-worth clients.
4. Strong analytical and problem-solving skills to assess clients' needs and recommend tailored investment solutions.
5. Knowledge of regulatory frameworks, especially those relevant to the UAE/GCC region.
6. A track record of driving revenue growth, achieving client satisfaction, and delivering results.