Wealth Manager
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Job Summary
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 award-winning 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 high-net-worth 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 face-to-face client interactions.
- Strong service focus with exceptional numerical analytical and attention-to-detail skills.
- Experience managing high-net-worth clients with an understanding of investments offshore solutions and pension plans.
- Reliable professional and a team player with a track record of delivering top-quality 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.
- Salary 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 top-notch 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.
- Opportunity to earn further chartered qualifications relevant to the industry.
- Diverse career opportunities and progression.
- Potential for transfers to different locations.
- Salary 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 top-notch technical support.
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
