chartered wealth manager

NamasteAi

<div>
 
 
 Job Title:
 
 Wealth Manager
 
 
 
 Location:
 
 Dubai, United Arab Emirates
 
 
 
 Experience Level:
 
 3-4 Years (Open to Senior profiles as well with experience of 4 years &amp; above)
 
 
 
 Mandatory Requirement:
 
 Candidates Applying for this role are required to have an active clientele.
 
 
 
 
 
 
 Job Overview:
 
 
 
 We are seeking a motivated and experienced Wealth Manager with 3-4 years of experience to join our team. The ideal candidate will provide clients with comprehensive financial advice and planning services, helping them achieve their financial goals and secure their financial futures. The Wealth Manager will work closely with clients to understand their financial needs and develop personalized strategies that cover investments, insurance, etc.
 
 
 
 
 
 
 Key Responsibilities:
 
 
 
 
 Client Acquisition and Business Development:
 
 
 <ul>
 <li>
 Actively prospect for new clients through networking, referrals, and personal outreach.
 </li>
 <li>
 Maintain and grow a client base by providing excellent service and developing trust-based relationships.
 </li>
 <li>
 Continuously seek opportunities to cross-sell additional financial products and services.
 </li>
 </ul>
 
 
 
 
 
 Client Relationship Management:
 
 
 <ul>
 <li>
 Establish and maintain long-term relationships with clients by providing personalized financial advice.
 </li>
 <li>
 Conduct in-depth assessments of clients&rsquo; financial situations, including income, expenses, liabilities, and risk tolerance.
 </li>
 </ul>
 
 
 
 
 
 Financial Planning and Strategy:
 
 
 <ul>
 <li>
 Offer guidance on investment strategies, including asset allocation, portfolio management, and risk mitigation.
 </li>
 <li>
 Regularly review and update financial plans to reflect changes in the client's life or market conditions.
 </li>
 </ul>
 
 
 Investment and Product Knowledge:
 
 
 <ul>
 <li>
 Educate clients on a range of financial products that we provide.
 </li>
 <li>
 Recommend appropriate investment products based on clients' goals.
 </li>
 </ul>
 
 
 
 
 
 Regulatory Compliance and Risk Management:
 
 
 <ul>
 <li>
 Ensure all advice and product recommendations comply with industry regulations and company policies.
 </li>
 <li>
 Keep up to date with changes in financial laws and regulations to maintain compliance.
 </li>
 <li>
 Maintain accurate client records, including financial plans, recommendations, and ongoing communication.
 </li>
 </ul>
 
 
 
 
 
 Qualifications and Skills:
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in Finance, Business, or a related field.
 </li>
 <li>
 
 3-4 years of experience
 
 as a Wealth Manager or in financial planning, investment advisory, or wealth management.
 </li>
 <li>
 Professional certifications such as
 
 Certified Financial Planner (CFP)
 
 ,
 
 Chartered Financial Analyst (CFA)
 
 ,
 
 Chartered Financial Consultant (ChFC)
 
 are preferred.
 </li>
 <li>
 Strong knowledge of financial products &amp; investment strategies.
 </li>
 <li>
 Excellent interpersonal and communication skills, with the ability to explain complex financial concepts in a clear, concise manner.
 </li>
 <li>
 Proven ability to develop and implement personalized financial plans.
 </li>
 <li>
 Expertise in the investment and banking sector will be considered an advantage.
 </li>
 </ul>
 
 
</div>

Wealth Manager

Inspire Selection

Overview The Role Our banking client is looking for an experienced Wealth Management Relationship Manager to join their team in Abu Dhabi. In this role, you will be responsible for nurturing and expanding relationships with key UHNW clients, providing personalized financial advice, and delivering comprehensive solutions. Responsibilities <ul> <li>Manage and grow a portfolio of HNW and UHNW clients.</li> <li>Cultivate long-term relationships through excellent service and proactive engagement.</li> <li>Understand client goals and offer tailored wealth management solutions, including investment products, wealth management services, and financial planning.</li> <li>Collaborate with our team of specialists to ensure a seamless and holistic client experience.</li> <li>Stay current with market trends and financial products to provide informed advice.</li> </ul> Requirements <ul> <li>Degree educated in Finance or similar qualification.</li> <li>Industry certifications such as CISI are an advantage</li> <li>An established client portfolio of HNW and UHNW clients in the UAE is essential.</li> <li>Proven experience as a Relationship Manager within a bank or similar financial institution.</li> <li>Strong knowledge of investment products, wealth management strategies, and private banking services.</li> <li>Excellent communication and interpersonal skills.</li> <li>A client-focused mindset with a commitment to building lasting relationships.</li> </ul> About the company Inspire Selection is an award winning recruitment agency, headquartered in Dubai which recruits across the Middle East region. We employ highly knowledgeable, professional consultants who are experts in connecting the right people with the right opportunities. Our reputation has been built upon our honesty, integrity and our ability to source candidates of the highest calibre right across our specialist sectors. As a result, we are recruitment partners to a wide spectrum of organisations - from leading blue chip companies to smaller, local businesses. Sectors we cover include HR, Administration, Finance & Accounting, Legal, Sales & Marketing including Digital Marketing, IT, Oil / Gas / Energy, Engineering, Procurement, Manufacturing, Higher Education.

Wealth Relationship Manager

Astral Recruitment

Our client is a major National IFA firm and they are currently in need of an employed Chartered IFA to join their teamThis is an office/home/field based role in Alderley Edge dealing with a great clienty portfolioThis opportunity has arisen due to the planned departure of a seasoned planner and represents a chance to inherit a well-established client bank of approximately 75-85 clients, representing circa £400k in annual recurring revenue.Therefore we are looking for a strong Chartered planner to mange this great portfolioBase £75000 plus compliance bonus and commissions and great benefits Strong oportunity in this prestigious location dealing with HNW clients

Chartered IFA required, All Clients and Leads and support

Michael Page

The Wealth Manager will play a pivotal role in acquiring new Ultra High Net Worth (UHNW) and family office clients, primarily across the MENA region and the Indian Subcontinent.This position involves promoting the firm's global investment advisory and family office services, as well as its discretionary asset management offering.The Director will collaborate with senior leadership to develop acquisition strategies, maintain client pipelines, and contribute to investment discussions.Key Responsibilities:<ul><li>Drive new client acquisition with a target of USD 100 million in AUM annually (minimum USD 10 million per relationship).</li><li>Develop and maintain a robust client and prospect pipeline.</li><li>Ensure compliance with KYC and local regulatory requirements.</li><li>Support marketing and brand-building initiatives for the DIFC business.</li><li>Contribute to investment meetings with market reviews and ideas.</li></ul>

Client of Consortio Recruitment Group

Our client is a leading global dry bulk ship-owning and logistics company headquartered in Europe, operating a large fleet of modern Handysize and Supramax vessels across worldwide trade routes. With a strong reputation for reliability, long-term customer partnerships, and integrated freight solutions, the company combines commercial expertise with technical excellence to deliver flexible and efficient dry bulk transportation services to a diverse client base. As a Chartering Manager, you will play a key role in managing cargo portfolios, negotiating fixtures, and developing profitable chartering strategies within the dry bulk market. You will work closely with regional and global teams to identify opportunities, optimise fleet utilisation, and maintain long-term relationships with key clients, brokers, and traders. The role requires strong market awareness, sound commercial judgment, and the ability to perform in a dynamic, fast-paced environment. The requirements for this role are: • Minimum 2+ years experience as a Chartering Manager in the dry bulk sector • Established cargo connections and proven relationship network within the dry bulk market • Ability to source own tonnage is desirable but not essential • Strong commercial and negotiation skills • Fluency in English, both written and verbal This is an outstanding opportunity to join a globally respected shipowner offering excellent resources, international exposure, and long-term career prospects. Based in a collaborative and performance-driven environment, you ll be part of a forward-thinking team that values initiative, professionalism, and a genuine passion for the shipping industry.

Chartering Manager

Additional Resources Ltd

<div> As a Private Banker, you will be managing and expanding a portfolio of private clients, offering tailored wealth management and investment strategies that align with each client s financial objectives. You Will Be Responsible For: <ul> <li>Acting as the primary relationship manager for a portfolio of private clients, delivering comprehensive banking and investment solutions.</li> <li>Developing long-term client relationships built on trust, discretion, and exceptional service.</li> <li>Identifying and capitalising on new business opportunities to grow and diversify your client base.</li> <li>Providing strategic financial advice, including cross-border investment planning, lending arrangements, and portfolio management.</li> <li>Conducting regular reviews and ensuring all activity meets the highest compliance and regulatory standards.</li> <li>Collaborating with internal teams to enhance client satisfaction and overall service delivery.</li> <li>Offering mentorship and support to junior team members when required.</li> </ul> What We Are Looking For <ul> <li>Demonstrated background in private banking or wealth management, </li> <li>Experience serving high-net-worth and ultra-high-net-worth clients.</li> <li>Strong understanding of cross-border financial planning, investment strategy, and lending services.</li> <li>Comfortable managing complex client structures and liaising with multiple stakeholders.</li> <li>Experienced in working within regulated financial environments, adhering to best practice and governance standards.</li> <li>Recognised Level 6 Investment Qualification (such as CISI Chartered Wealth Manager or CII Advanced Diploma in Financial Planning).</li> <li>CeMAP certification and an active Statement of Professional Standing (SPS).</li> </ul> </div>

Private Banker

deVere Group

<div>
 
 
 Experienced Wealth Manager &ndash; Abu Dhabi
 
 
 
 Are you ready to elevate your career with one of the top teams at deVere? We are looking for a talented Wealth Manager to join our AD office. If you are passionate about growing your career and are open to relocating to the UAE, this is your chance!
 
 
 At deVere, we pride ourselves on being a sustainable, rewarding, and award-winning company dedicated to enhancing our clients' financial wellbeing. We are on a mission of continued growth and seek Wealth Managers who are eager to contribute to this journey.
 
 
 
 
 
 
 Why Join Us?
 
 
 
 -
 
 Career Growth:
 
 Manage a diverse and extensive portfolio and take advantage of extensive training and career advancement opportunities.
 
 
 -
 
 Supportive Culture:
 
 Our CEO, Nigel Green, champions ongoing career support, fostering a culture that prioritizes your professional development.
 
 
 -
 
 Holistic Approach:
 
 Utilize a consultative process to tailor personalized strategies that address the complex needs of your clients.
 
 
 
 
 
 
 Key Responsibilities:
 
 
 
 - Build and nurture a client base of high-net-worth individuals (B2C).
 
 
 - Manage and support client portfolios with a focus 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, and fintech solutions.
 
 
 - Stay updated with legislative, financial, and procedural requirements, and ensure 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 and 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.
 
 
 - Competitive commission bonuses with a transparent structure.
 
 
 - Comprehensive individual and team training to support your development.
 
 
 - Leading industry administration and compliance structures.
 
 
 - Advanced IT &amp; CRM systems and top-notch technical support.
 
 
 - Full product training.
 
 
 
 
 
 If you're excited by the prospect of a challenging and rewarding role and are ready for a new adventure in the UAE, apply now to join our esteemed team!
 
 
 
</div>

Financial Planning Consultant

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