Wealth Manager
Wealth Manager
Posted on :
11-01-2024
Employer Active
1 Vacancy
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Job Description
Req ID : 2447426
On behalf of our client an independent financial advisory consultancy is looking to add to their growing business. An ideal candidate will have relevant experience as a Wealth Manager/Independent Financial Advisor.
Main Responsibilities to include:
- Develop investment strategies for clients and help them achieve their financial goals
- Provide clients with a full range of wealth management products while also building long term relationships
- Ensure proper advisory procedures and documentation while adhering to business processes and external regulatory requirements
- Conduct economic assessments to analyze the clients financial status
- Stay uptodate about market trends opportunities and risk
*Open to candidates who are looking to relocate to the UAE*
Requirements
- Bachelors/Masters degree
- Level 4 qualification in Financial Planning is essential
- Previous working experience in advising on wealth management products
- Proficient in using financial analysis tools portfolio management software and CRM systems
- Excellent interpersonal and communication abilities
- Strong knowledge of financial products and services
- Deep understanding of financial markets investment products and wealth management principles
Benefits
Competitive salary benefits
Bachelor's/Master's degree Level 4 qualification in Financial Planning is essential Previous working experience in advising on wealth management products Proficient in using financial analysis tools, portfolio management software, and CRM systems Excellent interpersonal and communication abilities Strong knowledge of financial products and services Deep understanding of financial markets, investment products, and wealth management principles
Employment Type
Full Time
Key Skills
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