manager wealth management

Zecruiters Jobconnect Private Limited

Key Responsibilities:1. Client Servicing &amp; Relationship Management<ul><li>Oversee all post-sales client servicing activities for investment and wealth management products.</li><li>Ensure timely resolution of client queries related to account setup, transactions, portfolio updates, and documentation.</li><li>Act as an escalation point for high-value clients and ensure superior service delivery standards.</li><li>Coordinate with Relationship Managers, Advisors, and Operations to ensure end-to-end service excellence.</li></ul>2. Service Operations Management<ul><li>Manage client onboarding, KYC verification, and documentation processes in compliance with regulatory requirements.</li><li>Streamline workflows to improve turnaround times and service efficiency.</li><li>Ensure timely processing of transactions, fund transfers, redemptions, and portfolio reports.</li><li>Implement systems and controls to minimize service errors and enhance accuracy.</li></ul>3. Process &amp; Quality Control<ul><li>Develop and maintain service SOPs aligned with SEBI and internal compliance standards.</li><li>Track service quality metrics (TAT, client satisfaction, issue resolution time) and drive process improvements.</li><li>Conduct periodic audits to ensure operational and regulatory compliance.</li></ul>4. Team Leadership<ul><li>Lead, train, and motivate a team of client service executives.</li><li>Set service targets and monitor team performance through KPIs.</li><li>Foster a culture of client-centricity and accountability across the team.</li></ul>5. Cross-Functional Coordination<ul><li>Collaborate with the Investment, Operations, Compliance, and Technology teams to ensure smooth client experience.</li><li>Provide feedback to product and business teams on client needs and service challenges.</li><li>Support senior management with reports, dashboards, and insights on service performance.</li></ul>Job Types: Full-time, PermanentPay: &#8377;200,000.00 - &#8377;300,000.00 per yearWork Location: In person

Service 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

Switch Recruitment

We are proud to be supporting a leading national, wealth management and financial planning firm with continued expansion plans. Namely the recruitment of a Client Support Manager to help support the leadership, development and growth of their successful team of paraplanners and administrators.Responsibilities:<ul><li>Providing first class leadership to the administration and operational teams.</li><li>Oversee day-to-day office operations, ensuring all administrative activities run smoothly</li><li>Ensure client records and back office systems are updated, ensuring data accuracy and confidentiality</li><li>Manage and prioritise workloads ensuring a smooth and efficient operation, in particular during busy periods.</li></ul>Experience:<ul><li>Candidates need to have proven managerial or supervisory experience within a wealth management or financial services environment.</li><li>You will have demonstrable experience managing administration and / or paraplanning teams</li><li>A working knowledge of Intelligent Office (IO) or similar client management systems (CRM) is desirable.</li><li>You will ideally be qualified to Level 4 / Diploma, or working towards, and have good planning and organisational skills.</li></ul>In return our client is looking to offer a competitive basic salary as well as an excellent benefits package including bonus, enhanced pension, and plenty of opportunities for career progression and support with professional development / qualifications.

Client Support Manager (Wealth Management)

Michael Page

Source and target potential new clients in the UAE wealth management and financial services sectorPitch and demo the SaaS platform to senior stakeholdersNegotiate and close deals, bringing in new business and growing market footprintRepresent the company in conferences and events

Sales Manager - Wealth Management SaaS

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>

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

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>

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