Wealth Relation Manager

Full time at Ethra Invest LLC in UAE

Posted on January 31, 2025

Job details

Job Location: UAE/GCC Experience: 3 to 5 years Job Function:

Accounts
Tax
CS
Audit
Finance
Administration
Commercial Operations
Banking
Financial Services
Corporate Planning
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:

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

Requirements:

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

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