private wealth advisor

NH Management

<div>
 <p>
  <strong>
   About Us
  </strong>
 </p>
 <p>
  NH Management is a corporate services and compliance advisory firm based in Dubai. We specialise in&nbsp;entity formation, wealth structuring, and regulatory licensing&nbsp;across ADGM, DIFC, VARA, and global jurisdictions. Our clients include&nbsp;family offices, fund managers, and institutional investors. We are now looking for a&nbsp;Wealth Relationship Manager&nbsp;to join our growing team.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Role Overview
  </strong>
 </p>
 <p>
  As a Wealth Relationship Manager, you will act as the&nbsp;primary advisor and relationship lead&nbsp;for HNW and institutional clients exploring DIFC and ADGM solutions. You will explain available fund structures, corporate vehicles, and licensing options, while also managing the application process with regulators.
 </p>
 <p>
  <br/>
 </p>
 <p>
  This role is ideal for someone who enjoys a mix of&nbsp;client-facing advisory&nbsp;and&nbsp;technical execution.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Key Responsibilities
  </strong>
 </p>
 <ul>
  <li>
   Advise clients on
   <strong>
    &nbsp;
   </strong>
   wealth and fund structuring options
   <strong>
    &nbsp;
   </strong>
   within DIFC and ADGM (e.g. funds, SPVs, foundations, holding companies).
  </li>
  <li>
   Manage&nbsp;end-to-end applications&nbsp;with DFSA, FSRA, and Registrar of Companies.
  </li>
  <li>
   Build strong relationships with HNW clients, family offices, and asset managers.
  </li>
  <li>
   Coordinate with custodians, fund administrators, and auditors under NH&rsquo;s umbrella.
  </li>
  <li>
   Support clients with&nbsp;regulatory and compliance requirements&nbsp;related to wealth management and fund licensing.
  </li>
  <li>
   Stay up to date on UAE regulatory developments and international structuring trends.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Qualifications &amp; Experience
  </strong>
 </p>
 <ul>
  <li>
   Bachelor&rsquo;s degree in Law, Finance, Business, or related field.
  </li>
  <li>
   3&ndash;7 years&rsquo; experience&nbsp;in private wealth, fund administration, or regulatory advisory (DIFC/ADGM experience highly preferred).
  </li>
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   Strong knowledge of DFSA and/or FSRA regulatory frameworks.
  </li>
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   Proven ability to manage client relationships with HNWIs and institutions.
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   Excellent communication and presentation skills.
  </li>
  <li>
   Independent, detail-oriented, and able to handle multiple mandates.
  </li>
 </ul>
 <p>
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 </p>
 <p>
  <strong>
   What We Offer
  </strong>
 </p>
 <ul>
  <li>
   Opportunity to represent NH Management in&nbsp;high-value mandate
   <strong>
    s
   </strong>
   &nbsp;with family offices, fund managers, and institutional investors.
  </li>
  <li>
   Exposure to both&nbsp;DIFC and ADGM ecosystems
   <strong>
    .
   </strong>
  </li>
  <li>
   Competitive compensation and performance-based incentives.
  </li>
  <li>
   Career growth in corporate services, wealth management, and regulatory advisory.
  </li>
 </ul>
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</div>


Wealth Relationship Manager - DIFC & ADGM

Columbia Bank

<div><div><div><b>About Us:</b></div></div><div></div><div><br>
At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates.</div><div></div><div><br>
We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.</div><div></div><div><br>
Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better.</div><div></div><div><b><br>
About the Role:</b></div><div></div><div><br>
A Senior Wealth Advisor is an experienced financial professional who can work within a team structure to manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations. This role encompasses a multi-faceted wealth management model. This individual will need to continue to enhance their skillset to stay relevant and effective in an ever-evolving industry.</div><div></div><div><br>
This individual will also lead within the organization as a top-line professional, establishing and sharing best practices in segmentation, client engagement processes, team dynamics, and relationship management both internally and with clients. A Senior Wealth Advisor may manage clients linked to a group of branches, business/commercial clients, or function as a &ldquo;hub&rdquo; or &ldquo;second floor&rdquo; advisor for an existing book of business. This individual should have the skillset to manage client relationships at any asset level, tapping into any resources at their disposal to provide an optimal experience and results for the client.</div><div></div><div><br>
As with all Wealth Advisors, the client must come first in all situations and the record of any applicant should reflect this standard. The Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are part of a community bank, and this individual should be integrated into their community as a go-to subject matter expert for existing clients, prospective clients, and colleagues.</div><br>
<div></div><ul><li>
Build and maintain client-focused relationships.</li><li>
Achieve or exceed assigned production goals.</li><li>
Maintain effective relationships with all Bank personnel in assigned branches by holding meetings and trainings, answering questions, and providing ongoing support and education.</li><li>
Manage time and expenses for optimal productivity and results.</li><li>
Maintain ongoing client relationships to retain and develop business opportunities.</li><li>
Provide clients with a high level of individualized service based on comprehensive planning and investment strategies consistent with their individual financial goals and objectives.</li><li>
Achieve client satisfaction and loyalty through excellent service.</li><li>
Other responsibilities as assigned.</li><li>
Demonstrates compliance with all bank and broker/dealer regulations for assigned job function as applied to designated job responsibilities &ndash; knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.</li><li>
Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.</li><li>
May be asked to coach, mentor, or train others and teach coursework as subject matter expert.</li><li>
Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.</li><li>
Takes personal initiative and is a positive example for others to emulate.</li><li>
Embraces our vision to become &ldquo;Business Bank of Choice&rdquo;</li><li>
May perform other duties as assigned.</li></ul><div></div><div><b><br>
About </b><b>You:</b></div><br>
<div></div><ul><li>
Bachelor&rsquo;s degree preferred and/or applicable professional credentials such as CFA, CIMA, CFP, CWS, CEPA, or AIF, required.</li><li>
5+ years of experience as an investment executive, financial advisor, certified financial planner, investment advisor Representative, or wealth manager.</li><li>
Strong marketing and business development skills, keeping the best interest of the client in mind.</li><li>
Ability to develop and maintain rapport via phone, webinar, and in person.</li><li>
Strong product knowledge and problem-solving skills.</li><li>
Excellent verbal and written communications.</li><li>
Proactive, responsive, and motivated to be the best our industry has to offer a client.</li><li>
Occasional travel.</li></ul><div></div><div><b><br>
Job Location(s):</b><b> </b>Ability to work fully onsite at posted location(s).</div><p>
This posting is part of an evergreen requisition, we are actively seeking talent for current and upcoming opportunities in this market. While this requisition serves to build a talent pipeline, we currently have immediate openings and encourage qualified candidates to apply. We will reach out as positions become available in the following locations:</p><div>
Sacramento, CA</div><div>
Irvine, CA</div><div>
San Diego, CA</div><div>
Los Angeles, CA</div><div>
Walnut Creek, CA</div><div>
Eugene, OR</div><div>
Medford, OR</div><div></div><div><b><br>
Our</b><b> Benefits:</b></div><div></div><div><br>
This role consists of a salaried draw against commission, the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.</div><div></div><div><br>
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.</div><div><br>
</div><div><b>Our Commitment to </b><b>Diversity</b><b>:</b></div><div></div><div><br>
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: careers@Columbiabank.com.</div><div></div><div><b><br>
To Staffing and Recruiting Agencies:</b></div><div><b><br>
</b></div><div>Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.</div></div><div></div>

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