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manager wealth management

Comarch Inc.

<div>We are seeking a highly experienced Pre-Sales Manager with deep expertise in Wealth Management and Private Banking to join our regional team. The ideal candidate will act as a trusted advisor to clients, demonstrating how our innovative digital platforms and IT solutions can enable banks and financial institutions to transform their wealth management capabilities.The successful candidate will play a pivotal role in client engagements, solution positioning, and deal acceleration, bridging the gap between client business needs and our technology solutions.
<h3 class="jobSectionHeader">Candidate Profile
</h3><ul><li>Minimum 10 years of experience in the banking industry, specifically within wealth management, private banking, or investment advisory
</li><li>Proven pre-sales or solution consulting experience with a technology provider, fintech, or consulting firm focused on financial institutions (preferred)
</li><li>Strong understanding of front-to-back wealth management processes, including advisory, onboarding, portfolio management, compliance, and client reporting
</li><li>Excellent communication and presentation skills with the ability to engage C-level stakeholders and translate complex technology into business value
</li><li>Fluency in English; Arabic speaking is a strong advantage
</li><li>Willingness to travel frequently across the Middle East (approx. 40&ndash;50%)
</li><li>Bachelor&rsquo;s degree in Finance, Business, IT, or a related field; MBA or equivalent qualification is an asset
</li><li>Strong interpersonal and cross-cultural communication skills
</li><li>Analytical thinker with the ability to simplify complex concepts
</li><li>High degree of initiative, ownership, and professionalism
</li><li>Team-oriented with the ability to collaborate across functions and geographies
</li><li>Strategic and consultative selling mindset
</li></ul><h3 class="jobSectionHeader">Your Responsibilities
</h3><ul><li>Engage with senior executives from private banks, wealth managers, and financial institutions to understand strategic priorities, regulatory requirements, and digital transformation goals
</li><li>Position and demonstrate the company&rsquo;s wealth management software solutions, including front to back-office capabilities, portfolio management, advisory tools, client onboarding, and digital channels
</li><li>Collaborate with sales, product, and delivery teams to design tailored demonstrations, proposals, and proof-of-concepts aligned with client requirements
</li><li>Respond to RFPs/RFIs, providing detailed business and technical inputs that highlight the value and differentiation of the solution
</li><li>Conduct discovery workshops and presentations to articulate solution capabilities in business terms and translate customer needs into solution architecture
</li><li>Support the end-to-end sales cycle &ndash; from opportunity qualification to contract closure &ndash; ensuring smooth knowledge transfer to the delivery team
</li><li>Maintain up-to-date market intelligence on competitors, industry trends, and emerging technologies in wealth management and digital banking
</li><li>Represent the company at conferences, roadshows, and client events across the Middle East to strengthen brand visibility and relationships
</li></ul><h4 class="jobSectionHeader">For You
</h4><ul><li>Opportunity to work at the intersection of banking and cutting-edge technology
</li><li>Exposure to leading regional and international financial institutions
</li><li>Dynamic, diverse, and collaborative work environment
</li><li>Competitive compensation and travel opportunities across the region</li></ul></div>

Pre-Sales Manager - Wealth Management

Client of Michael Page

<div> <div> <ul> <li>Source and target potential new clients in the UAE wealth management and financial services sector</li> <li>Pitch and demo the SaaS platform to senior stakeholders</li> <li>Negotiate and close deals, bringing in new business and growing market footprint</li> <li>Represent the company in conferences and events</li> </ul> </div> </div> <div> <div> </div> </div> <div> </div>

Sales Manager - Wealth Management SaaS

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

Confidential Company

We have opening for Relationship Managers, Wealth Managers in wealth and insurance sales sector . If you are interested and looking for relocation to Dubai, please apply for this post.<ol type="1"><li>Responsible for acquiring preferred HNI clients</li><li> A thorough understanding of financial markets, their behavior, movements and expectations with respect to market.</li><li>Managing and offering Mutual Funds , Equity Sales, Portfolio Management, Wealth Management services</li><li> Maintaining client relationships and generate AUM from preferred clients.</li><li>·Advising HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients</li><li>Track the HNI segment in the market for new client acquisition.</li><li> To research, investigate and update on available investment opportunities / financial market trend to determine whether they fit into clients’ portfolios.</li><li> Use financial acumen and investment expertise to review a client&#x27;s personal data, align client&#x27;s need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long-term investment goals.</li><li> Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio.</li><li>Conduct risk profiling of all mapped clients for better advisory on investment needs.</li><li>Ensuring need-based product approach towards clients and regular reporting of product penetration.</li></ol>

Wealth /Relationship Manager in Dubai with leading Wealth/insrnce Org

Independent Resourcing Consultancy Ltd

A prestigious wealth management firm in Dubai is looking for a Wealth Management Administrator to provide administrative support for exceptional client service. The role involves managing client onboarding, maintaining records, and ensuring compliance with regulations. Candidates should have a degree in Finance or Business Administration and administrative experience in a financial services environment. This opportunity offers a dynamic work atmosphere and prospects for professional growth.

Wealth Management Administrator Dubai & Client Services

Emirates Investment Bank pjsc

<div>
 Job Purpose:This role is responsible for implementation and delivery of Wealth Management solutions and process initiatives. The job holder will act as the product and subject matter expert (SME) across multiple domains, collaborating with stakeholders, vendors, and IT to enhance Wealth Management systems and services. The position entails owning the backlog of requirements, defining user stories, managing delivery, and aligning with strategic business goals.
 
 Key Accountabilities:1) Business Analysis &amp; Requirement GatheringCapture and document detailed business and functional requirements from WM stakeholders.Analyze and interpret business requirements to guide solution development.Collaborate with technical teams to translate business needs into system functionality.Maintain a roadmap for system &amp; process enhancements in alignment with WM stakeholders.Act as process owner, overseeing prioritization and backlog grooming.3) Project &amp; Process CoordinationWork with operations and technology teams to enhance workflows, user experiences, and process automation.Ensure timely delivery of agreed initiatives by coordinating with internal teams and stakeholders.Provide transparency on process changes, risks, and dependencies.4) Controls &amp; oversightMaintain and oversee the maintenance of SOPs, Process documentation &amp; Operational guidelines.Contribute to internal &amp; external audits and support remediation actions5) Counterparty engagement &amp; IT collaborationLiaise with external counterparties, review services and delivery.Engage with internal IT teams to ensure clear understanding of requirements.Mitigate risks related to vendor/counterparty delays impacting project timelines.6) Product OwnershipDevelop a strong understanding of Wealth Management products and processes.Define and manage product vision, roadmap, and backlog.Create user stories and acceptance criteria in collaboration with stakeholders.Work across teams to deliver enhancements and drive continuous improvement.
 
 Experience &amp; Qualification:Experience &ndash;5-10 years of experience in private banking, wealth management operations, business support or middle office functionsExposure to governance frameworks, regulatory compliance, and technology and digital platforms.
 
 Qualification &ndash;Bachelor&rsquo;s degree in Business administration, Finance, Economics or related fields (Masters preferred)High proficiency in MS Office; knowledge of BI/Reporting tools is an advantageStrong communication and interpersonal skills
</div>

Manager (Projects & Transformation - Wealth Management)

JIGSAW HR CONSULTANTS FZE

Job Summary:We are seeking a highly motivated and client-focused Wealth Management professional to join our growing team. The successful candidate will be responsible for building, managing, and maintaining client relationships while providing tailored investment solutions, financial planning, and advisory services to high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs). Develop and maintain long-term relationships with clients, understand their financial needs, goals, and risk tolerance.• Provide comprehensive wealth management services including investment advisory, estate planning, tax optimization, and retirement planning.• Proactively manage and grow a book of business through client referrals, networking, and internal lead sources.• Conduct portfolio reviews, asset allocation, and periodic performance reporting for clients.• Collaborate with internal specialists (e.g., investment research, legal, tax advisors) to provide holistic solutions.• Ensure compliance with regulatory requirements and internal policies.• Maintain up-to-date knowledge of financial markets, products, and industry trends.__________

Wealth Management

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