Wealth Manager - Dubai - UAE

Full time at Independent Resourcing Consultancy Ltd in UAE

Posted on February 23, 2025

Job details

Position: Wealth Manager Location: Dubai UAE Employment Type: Full-Time About the Role: My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Dubai. This role is pivotal in providing tailored financial advice and wealth management solutions to high-net-worth individuals and families. The ideal candidate will have a proven track record in wealth management, exceptional client relationship skills, and a deep understanding of the financial markets. Key Responsibilities:

Develop and manage a portfolio of high-net-worth clients providing personalized financial strategies and investment advice.
Conduct comprehensive financial planning including investment management, retirement planning, estate planning, and tax optimization.
Analyze clients' financial situations, risk tolerance, and investment goals to create tailored wealth management plans.
Monitor and review clients' investment portfolios making adjustments as necessary to ensure alignment with their financial objectives.
Stay updated with market trends, economic conditions, and regulatory changes to provide informed advice to clients.
Collaborate with internal teams including investment analysts and financial planners to deliver integrated financial solutions.
Maintain strict confidentiality and adhere to all regulatory and compliance requirements.

Qualifications:

Bachelor's degree in Finance, Economics, Business Administration, or a related field (Master's degree or relevant certifications preferred).
Minimum of 5 years of experience in wealth management or a related financial advisory role.
Proven track record of managing and growing a portfolio of high-net-worth clients.
Strong knowledge of financial products, investment strategies, and market dynamics.
Excellent communication, negotiation, and interpersonal skills.
Ability to build and maintain long-term client relationships based on trust and integrity.
Proficiency in financial planning software and tools.
A transferable book of clients with over $5 million in Assets Under Management (AUM) is required.

Skills and Competencies:

Strategic thinking and analytical skills.
High level of professionalism and ethical standards.
Client-focused with a commitment to delivering exceptional service.
Strong organizational and time management skills.
Ability to work independently and as part of a team.

Benefits:

Competitive salary and performance-based incentives.
Comprehensive health and wellness benefits.
Opportunities for professional development and career advancement.
Supportive and collaborative work environment.

Application Process: Interested candidates are encouraged to apply with their resume and a cover letter detailing their relevant experience and why they are a good fit for this role. #J-18808-Ljbffr

Apply safely

To stay safe in your job search, information on common scams and to get free expert advice, we recommend that you visit SAFERjobs, a non-profit, joint industry and law enforcement organization working to combat job scams.

Hiring company

Independent Resourcing Consultancy Ltd

See All Independent Resourcing Consultancy Ltd Jobs

Improve your chance to get this job. Do an online course on Finance starting now.

Finance Law Fundamentals: Financial Transactions StudyHub

AED 89
~~AED 1,763~~

Duration: Upto 2 Hours

Enrol
Mergers and Acquisitions Global Courses

AED 60
~~AED 514~~

Duration: 1 Hour

Enrol

See all courses

See All Wealth Jobs

Wealth Manager - Dubai - UAE

Job details

Apply safely

Hiring company

Independent Resourcing Consultancy Ltd

Graduate Trainee - Engineering (Part Time - UAE Nationals Only)

Package Workflow Manager

Project Contract Manager

Process Schematic Designer

Commissioning Planner

Change Control Coordinator (Contract Administrator)

HR Administrator

Public Relation Officer

Procurement Specialist

CT supervisor

Control Engineer

AE-Abu Dhabi-Field Prof-L&P Cased Hole

Exploration Geophysicist

Senior Expediting Officer

Naval Architect

Business Application and ERP Coordinator

Marine Pilot

Logistics Specialist

Sr Process Engineer

Jobs

Courses

Location

Follow us

Home UAE Wealth Manager - Dubai - UAE

Home UAE Wealth Manager - Dubai - UAE

Wealth Manager - Dubai - UAE

Job details

Apply safely

Hiring company

Independent Resourcing Consultancy Ltd

Similiar Jobs that might interest you

Graduate Trainee - Engineering (Part Time - UAE Nationals Only)

Package Workflow Manager

Project Contract Manager

Process Schematic Designer

Commissioning Planner

Change Control Coordinator (Contract Administrator)

HR Administrator

Public Relation Officer

Procurement Specialist

CT supervisor

Control Engineer

AE-Abu Dhabi-Field Prof-L&P Cased Hole

Exploration Geophysicist

Senior Expediting Officer

Naval Architect

Business Application and ERP Coordinator

Marine Pilot

Logistics Specialist

Sr Process Engineer

Why are you reporting this job?

Laimoon Job Alert fresh jobs directly from websites*

Jobs

Courses

Location

Follow us