private wealth advisor

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

StashAway

<ul><li>StashAway is a digital investment platform that was launched in 2017 to empower people to build and protect wealth in the long term. Offering simple, intelligent, and cost-effective investment and cash management solutions, with dedicated offerings for retail and high-net-worth investors. StashAway has led the way in transforming the way people invest and grow wealth. Today, StashAway operates in five markets, Singapore, Malaysia, Hong Kong, the UAE, and Thailand, with billions of dollars in assets under management. We were ranked among CNBC’s World’s Top Fintech Companies in 2023 and 2024.

We are looking for an experienced Wealth Advisor to guide our existing and prospective high value clients in their investment decisions with StashAway. This is a unique opportunity to join a start-up team to further build StashAway UAE. You will report directly to the Country Manager to strategise and execute AUM impacting initiatives. Within this role, you will work on both short-term and long-term goals, build customer and prospecting relationships, identify AUM growth opportunities, hit quarterly targets and deliver on weekly input KPIs. As part of our dynamic team, you'll also have the opportunity to work alongside industry leaders and innovators, shaping the future of finance.

Responsibilities

Develop a continuous prospect pipeline to achieve AUM targets and expand StashAway's customer base

Proactively assist clients to understand their needs and objectives; effectively communicate StashAway's product value proposition through proposals and presentations

Manage and deepen client relationships to retain and grow existing HNW clients and reinvigorate churned clients

Provide understanding of the markets and StashAway products for the benefit of the client and to deepen loyalty with the brand

Deliver seminars on a variety of financial and market topics to nurture current and prospective clients

Have up-to-date knowledge of financial products for HNW, and be able to communicate on it to clients in both written and verbal form

Projects They Might Work On:

Establishing a Financial Wellness Program where you are required to proactively reach out to companies to deliver educational sessions.

Organizing client facing events

Revamping our client engagement model

Accountabilities of the role:

Driving existing HNW / Premium client AUM

Proactively identifying and onboarding new clients

Hands-on and build long-term client relationships

Benefits

Employee financial and physical well-being

Compensation package: You will receive a competitive total compensation package that includes employee stock options if you are a full-time employee.

Comprehensive insurance coverage: Free panel outpatient GP clinic visits, group hospitalisation and surgical insurance, and Covid hospitalisation insurance coverage (conditions apply).

Management fee discount: You will receive an employee discount on your asset management fees when you invest with StashAway.

Flexible work arrangements and policies

Work-from-home policy: You may choose to work from home or the office depending on what works best for you and your team.

Work-from-anywhere policy: You may request to work remotely for up to eight weeks in another country.

Unlimited paid annual leave: It should be simple for you to decide if you would like to take more or fewer days off. We trust that you are accountable for your work and know best if you need 10 or 30 days of paid annual leave that year.

Personal work equipment budget: It’s important that you have a workstation that’s optimal for you wherever you are.

Learning and development opportunities

Annual L&D budget: You will be given an annual Learning and Development budget to help you continuously learn in your pursuit of your professional and personal development. You may use the budget for resources and tools that may help you perform better at work.

Team bonding budget and initiatives

Quarterly team bonding budget: We encourage you to socialise with colleagues across job functions, departments, and entities to know them better as individuals beyond what they professionally do.

Annual off-sites (Sept): Each off-site gathers all employees for a full day of company-wide team bonding activities and challenges.

Minimum 5 years of client-facing experience in sales development with affluent/HNW clients</li></ul>

Wealth Advisor

NJR Recruitment

Wealth Management Assistant Coventry/Hybrid working (MUST be a driver) Salary up to £40,000 NJR is currently working with a well-established Wealth Management practice who provide a professional and bespoke Wealth Management service to their Private Client's, Business Owners, Trustees and Sports professionals and now have an excellent opportunity for an ambitious Wealth Management Executive to join their highly successful practice. The purpose of the role will be to provide administrative support to the Principal Partner to ensure that the relationships between the Practice and Private clients can be optimised. Maintain existing business with current clients, grow business relationships with current clients, and assist in bringing new clients on board. To support the Principal Partner when informing and advising clients on the financial strategies, plans and products, and organise the technical task, illustrations, and reports. The role will involve supporting their top performing Advisors, you will ned to have industry related experience to be considered for this role and be fully confident in processing new business and also able to adapt to a fast-paced working environment. Our Client offer a friendly working environment and culture, who also promote and encourage development within the business. Responsibilities o Support clients/Adviser by researching and analysing clients' requirements. o Prepare new business files, with the use of an external Paraplanner (where appropriate) taking full responsibility for the client files and back-office IT records throughout the advice process. o Deal effectively with queries from clients and other parties through effective communication. o Help clients better understand the full potential of our products. o Provide client/Adviser support in relation to existing client needs including but not limited to preparing valuations, withdrawals, deceased clients, change of address, change in client circumstances, pension sharing orders. o Provide support as required to all departments within the Practice, including the Management team. o Support the Practice to ensure the end-to-end business process is adhered to and tracked efficiently in line with Practice and regulatory standards. o Fully analyse clients' requirements, develop, where appropriate, cash flow models and accurately record client data. o Research and analyse financial products to meet client requirements and objectives. o Construct financial planning solutions investment, retirement, tax and estate planning supported by the production of computer models and reports. o Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models. o Deal with general client queries and attend client meetings with the Partner if required. o Work with other practice colleagues to ensure application and provider forms are prepared as required and clients are updated throughout the process. o Work within and stay up to date with template changes and advice notes. o Process New Business in line with SJP compliance guidelines. o Maintain accurate records of all client contact. o Answer incoming calls in a professional manner. o Provide an excellent level of customer service to Practice clients. o Adhoc project work that may be required from time to time. o Any other reasonable tasks that may be required by the Business. Knowledge and experience: o Previous paraplanning experience within an IFA or Wealth Management environment. o Minimum Level 4 Diploma PFS qualified or working towards it (or FPC qualified with significant industry experience). o Familiar with all major research systems (e.g. Analytics, Voyant etc.) o Experience of the Pension Transfer market, a knowledge of Final Salary Pension Transfer market would be desirable. o Experience of the administration of IHT and/or Investment products. o Demonstrates up to date knowledge of relevant regulation and legislation. Skills and behaviours: o Able to transpose information accurately. o Strong numeracy skills. o Comfortable using templated Suitability Letters. o Confident in dealing with third parties and can work with total discretion. o Highly organised with excellent communication skills. o Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel). o Exceptional attention to detail. o Manages time effectively with the ability to multi-task. o Keeps calm when faced with conflicting demands and handles these effectively. o Demonstrates a positive attitude at all times. o Works well on own tasks as well as on shared goals as part of a team. o Enthusiasm to help clients. If this sounds like you apply directly or for further information speak to one of our specialist consultants quoting reference NJR15881

Wealth Management Assistant

Nexus Insurance Brokers LLC

The job involves helping prospective clients to manage their money by understanding their needs, financial goals and long term objectives. We extend our services to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. This incorporates structuring and planning to help them grow their wealth, preserving and protecting wealth. The job brings together estate planning, succession planning, insurance planning, tax planning, children education planning and retirement planning. This will be followed by developing personalized financial plans tailor made as per the the client&#x27;s needs, goals and objectives. Specializing in both personal financial planning and general insurance.

Independent Financial Planner / Wealth Manager / Insurance Advisor

Morgan Stanley

<div>POSITION SUMMARY 
 
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. 
 
DUTIES and RESPONSIBILITIES
CLIENT SUPPORT
Provide service coverage for a FA/PWA/team including:
<ul><li>Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
</li><li>Executing money movement transactions at the request of the client and/or FA/PWA/team
</li><li>Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)
</li><li>Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team
</li><li>Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
</li><li>Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
</li><li>Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
</li><li>Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
</li><li>Supporting the FAs / PWAs / teams&rsquo; marketing strategy (e.g., website maintenance)
</li><li>Assist FAs / PWAs/ teams in delivering against their business plan and client service model
</li><li>Remaining current on all policies, procedures, and new platforms
</li><li>Participating in firm initiatives (e. g., training or education programs) , special projects and/or other duties directed by local management
</li></ul>ADMINISTRATIVE SUPPORT
<ul><li>Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed)
</li><li>Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
</li><li>Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
</li><li>Assisting with general in-office support functions such as copying, filing and scanning documentation
</li><li>Preparing and submitting expense reports for processing at the direction of the FA/PWA
</li></ul>EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS
Education and/or Experience
<ul><li>High School Diploma/Equivalency
</li><li>College degree preferred
</li><li>Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
</li><li>Two or more years of industry experience preferred
</li></ul>Knowledge/Skills
<ul><li>Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
</li><li>Detail orientated with superior organizational skills and ability to prioritize
</li><li>Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
</li><li>Exceptional writing, interpersonal and client service skills
</li><li>Strong time management skills
</li><li>Team player with the ability to collaborate with others
</li><li>Ability to work in a fast-paced, evolving environment
</li><li>Adaptable and ability to multitask
</li><li>Goal oriented, self-motivated and results driven
</li></ul>Reports To
<ul><li>Business Service Officer
</li></ul>WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-officesinto your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).</div>

Registered Client Service Associate

National Bank of Oman

<div>
 
 
 Core Responsibilities
 
 
 
 
 
 
 
 Client Relationship &amp; Account Management
 
 
 <ul>
 <li>
 Act as primary point of contact for assigned wealth clients, ensuring high standards of service and responsiveness.
 </li>
 <li>
 Manage all account-related operations, including onboarding, KYC updates, documentation, and transactional coordination.
 </li>
 <li>
 Understand client profiles, preferences, and financial needs to match them with suitable existing investment desk offerings without making direct advisory calls.
 </li>
 <li>
 Responsibility about being up to date with the market and have experience in determining the right opportunities.
 </li>
 </ul>
 
 
 
 
 
 Service Coordination &amp; Execution
 
 
 <ul>
 <li>
 Coordinate with internal investment product specialists, legal, compliance, and operations to deliver client requests efficiently.
 </li>
 <li>
 Ensure smooth execution of trades, product subscriptions, redemptions, account openings, and reporting&mdash;without advisory discretion.
 </li>
 </ul>
 
 
 
 
 
 Client Experience &amp; Retention
 
 
 <ul>
 <li>
 Provide ongoing relationship management, conduct regular engagement calls/meetings to maintain client satisfaction.
 </li>
 <li>
 Identify opportunities for up-selling and cross-selling approved products, referring leads to licensed advisory teams.
 </li>
 <li>
 Support client events, portfolio review meetings (as an observer/coordinator), and ensure premium client experience.
 </li>
 </ul>
 
 
 
 
 
 Compliance &amp; Risk Control
 
 
 <ul>
 <li>
 Ensure strict adherence to non-advisory regulatory frameworks, ensuring no personal recommendation or suitability call is made.
 </li>
 <li>
 Maintain accurate records of interactions, ensuring compliance with KYC, AML, FATCA, CRS, and internal governance.
 </li>
 <li>
 Escalate client requests to appropriate licensed advisors or product teams where advisory input is required.
 </li>
 </ul>
 
 
 
 
 
 
 
 
 Academic Background &amp; Key Skills
 
 
 <ul>
 <li>
 Graduate with a degree in Banking, Finance or a related subject.
 </li>
 <li>
 CFA or CISI qualification would be an added advantage.
 </li>
 <li>
 Minimum of 5 years&rsquo; experience
 </li>
 <li>
 Experience in private banking, wealth management service desk, or high-net-worth client relationship roles.
 </li>
 <li>
 Strong relationship management skills with ability to handle elite clientele professionally.
 </li>
 <li>
 Excellent coordination and process management, with sharp attention to documentation accuracy.
 </li>
 <li>
 Understanding of banking products, investment desk structure, and internal process flow, but operating under a non-advisory mandate.
 </li>
 <li>
 Strong communication, confidentiality, and client-handling etiquette.
 </li>
 </ul>
 
 
 
 
 
 Success Indicators
 
 
 <ul>
 <li>
 High client satisfaction scores
 </li>
 <li>
 Strong client retention and engagement metrics
 </li>
 <li>
 Efficient coordination with internal advisory desks and product teams
 </li>
 <li>
 Zero compliance breaches related to advisory boundaries or documentation
 </li>
 </ul>
 
 
</div>

Metropolitan Capital Real Estate

Job Title: Elite Property AdvisorLocation: Abu Dhabi, United Arab Emirates Company: Metropolitan Capital Real EstateJob SummaryMetropolitan Capital Real Estate is seeking a top-tier Elite Property Advisor to join our high-performing team in Abu Dhabi. This role is designed for seasoned professionals who excel in managing premium property portfolios and delivering bespoke real estate solutions to high-net-worth clients. You will represent the pinnacle of real estate advisory, combining market expertise, discretion, and a client-first approach.Responsibilities<ul><li>Represent and manage elite residential and commercial properties across Abu Dhabi&rsquo;s most prestigious locations</li><li>Provide strategic guidance to high-net-worth individuals and investors on acquisitions, sales, and portfolio growth</li><li>Conduct private consultations and property viewings with professionalism and confidentiality</li><li>Build and nurture long-term relationships with elite clientele, developers, and global partners</li><li>Negotiate and close high-value transactions while ensuring full legal and financial compliance</li><li>Stay ahead of market trends, luxury developments, and investment opportunities locally and internationally</li><li>Collaborate with internal teams to craft high-impact marketing campaigns and property presentations</li></ul>Qualifications<ul><li>Minimum 4 years of experience in luxury or prime real estate advisory</li><li>Proven track record of closing multimillion-dirham property deals</li><li>Deep understanding of the Abu Dhabi property market and global investment trends</li><li>Exceptional communication, negotiation, and interpersonal skills</li><li>Fluency in English is required; Arabic or other languages are a strong advantage</li><li>Professional demeanor and commitment to client confidentiality</li><li>Valid UAE driving license and access to a vehicle preferred</li><li>RERA or equivalent certification is preferred</li></ul>What We Offer<ul><li>Industry-leading commission structure with exceptional earning potential</li><li>Access to exclusive listings and partnerships with top-tier developers</li><li>Opportunities to work with international investors and premium brands</li><li>Advanced training and professional development in elite property advisory</li><li>Supportive team culture and state-of-the-art office facilities</li></ul>If you&rsquo;re ready to represent the best in real estate and serve an elite clientele, apply now to join Metropolitan Capital Real Estate in Abu Dhabi.Job Type: Full-time

Elite Property Advisor

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