Wealth Manager
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Job Description
Experienced Wealth Manager Dubai
An opportunity is available for a talented Experienced Wealth Manager to join a top company in the industry in Dubai. This is an ideal chance for individuals passionate about career growth and open to relocating to a vibrant city.
The firm prides itself on being sustainable rewarding and awardwinning with a strong dedication to enhancing clients financial wellbeing. They are on a mission of continued growth and seek Experienced Wealth Managers eager to contribute to this journey.
Why Join
Career Growth: Manage a diverse and extensive portfolio while benefiting from extensive training and career advancement opportunities.
Supportive Culture: Leadership champions ongoing career support fostering a culture that prioritizes professional development.
Holistic Approach: Utilize a consultative process to tailor personalized strategies that address the complex needs of clients.
Key Responsibilities:
Build and nurture a client base of highnetworth individuals (B2C).
Manage and support client portfolios focusing on developing strong trusting relationships through personalized advisory services.
Identify and address personal and financial needs delivering tailored wealth management solutions.
Conduct comprehensive reviews to assess client needs and provide bespoke financial strategies.
Offer a full range of solutions including investments pensions savings plans protection (insurance) estate planning international tax planning and fintech solutions.
Stay updated with legislative financial and procedural requirements ensuring compliance.
Perform general administrative duties as required.
Skills and Experience:
Degree or equivalent experience in business finance economics or management.
Proven sales acumen with experience in facetoface client interactions.
Strong service focus with exceptional numerical analytical and attentiontodetail skills.
Experience managing highnetworth clients with an understanding of investments offshore solutions and pension plans.
Reliable professional and a team player with a track record of delivering topquality service.
Proven financial sales success with a drive for targets and ambition.
UK qualifications preferred.
Company Benefits:
Opportunity to earn further chartered qualifications relevant to the industry.
Diverse career opportunities and progression.
Potential for transfers to different locations.
Competitive commission bonuses with a transparent structure.
Comprehensive individual and team training to support development.
Leading industry administration and compliance structures.
Advanced IT & CRM systems and topnotch technical support.
Full product training.
For those excited by the prospect of a challenging and rewarding role ready for a new adventure in Dubai this position is a fantastic opportunity to join an esteemed team.
Company Benefits:
Opportunity to earn further chartered qualifications relevant to the industry.
Diverse career opportunities and progression.
Potential for transfers to different locations.
Competitive commission bonuses with a transparent structure.
Comprehensive individual and team training to support development.
Leading industry administration and compliance structures.
Advanced IT & CRM systems and topnotch technical support.
Full product training.
Employment Type
Full Time
