Wealth Manager

دوام كامل في a Laimoon Verified Company في UAE

نُشرت يوم January 8, 2025

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Job Title: Wealth Manager

Location: Dubai, UAE

About Our Client:

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:

- Client Relationship Management: Build and maintain strong relationships with high-net-worth clients, understanding their financial goals, risk tolerance, and investment preferences.

- Financial Planning: Develop comprehensive financial plans tailored to each clients needs, including retirement planning, tax optimization, estate planning, and more.

- Investment Strategy: Create and implement personalized investment strategies, utilizing a wide range of financial products and services offered by the company.

- Portfolio Management: Monitor and manage client portfolios, making adjustments as needed to align with market conditions and client objectives.

- Market Analysis: Stay updated with global financial markets, economic trends, and investment opportunities to provide informed advice.

- Client Education: Educate clients on various financial products, market trends, and investment strategies to empower them to make informed decisions.

- Compliance: Ensure all advisory activities comply with regulatory standards and company policies.

- Collaboration: Work closely with internal teams, including research, compliance, and operations, to deliver comprehensive wealth management solutions.

Qualifications:

- Education: Bachelors degree in Finance, Economics, Business Administration, or a related field. A Masters degree or professional certifications (e.g., CFA, CFP) is a plus.

- 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.

- Skills:

- Strong analytical and quantitative skills.

- Excellent communication and interpersonal skills.

- Proven ability to build and maintain relationships with high-net-worth clients.

- Proficiency in using financial planning and portfolio management tools.

- Ability to work independently and as part of a team.

- Knowledge: In-depth understanding of financial markets, investment products, and regulatory requirements in the UAE.

- Language: Fluency in English is required; knowledge of Arabic is an advantage.

What Our Client Offers:

- Competitive package with attractive commission package.

- Comprehensive health and wellness benefits.

- Opportunities for professional growth and development.

- A collaborative and innovative work environment.

- 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.

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