Job details
About Our Client Established in 2022, the company is a DFSA regulated entity incorporated into the DIFC. The company provides wealth management and investment advisory services for UHNIs across the region. Job Description Responsibilities include, but are not limited to:
- Conduct in-depth market research to assess conditions, identify client financial needs, and select suitable investment products.
- Continuously monitor and analyze market trends, preparing reports to support informed decision-making.
- Address and resolve client complaints promptly, ensuring client satisfaction.
- Provide clients with financial insights and communicate market-driven feedback to analysts and portfolio managers.
- Develop and refine investment strategies by assessing and improving existing plans.
- Perform essential back-office functions to facilitate efficient trading, supporting entry into new markets while ensuring compliance with company regulations.
- Build and maintain strong client relationships, delivering timely resolutions to client issues.
- Regularly engage with clients to provide operational support and assist in risk management.
- Drive business growth by developing new client relationships, markets, and transactions.
- Ensure accurate, up-to-date documentation and account records.
- Identify tactical opportunities, innovating trading ideas aligned with established investment strategies.
- Support the compliance officer in client onboarding by gathering and supplying required documentation.
- Manage and oversee the customer relationship management system.
- Extensive knowledge of financial markets, diverse investment products, and wealth management strategies, with a focus on high-net-worth clients and institutional clients.
- Proven track record in building, managing, and growing high-net-worth client portfolios, consistently achieving financial targets and fostering asset growth.
- Skilled in client communication and relationship-building, with strong interpersonal abilities to establish trust and retain long-term clients.
- Bachelor's degree in Finance, Economics, Business Administration, or a related field.
- 3-5 years of professional experience in wealth management, private banking, or financial advisory services, specializing in high-net-worth individuals (HNWIs) and institutional clients.
- Proficient in financial planning software and analytical tools, enabling efficient portfolio analysis and reporting.
- Certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are a plus.
- Strong compensation package with lucrative incentives
- Dynamic & Collaborative Culture
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Hiring company
Michael Page International (UAE)
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