senior wealth advisor

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

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

Confidential

<div>
 
 Are you ready to take the next step in your financial services career? We&rsquo;re looking for a motivated
 
 Assistant Relationship Wealth Manager
 
 to support client acquisition and relationship development with High-Net-Worth Individuals (HNWIs). This is an exciting opportunity for an early-career professional to learn from experienced managers while contributing directly to commercial success.
 
 
 
 
 
 
 What You&rsquo;ll Do
 
 
 <ul>
 <li>
 
 Engage &amp; Acquire:
 
 Identify and pursue new leads through networking, referrals, events, and digital platforms.
 </li>
 <li>
 
 Client Interaction:
 
 Conduct in-person and virtual meetings to understand client goals and present tailored investment proposals.
 </li>
 <li>
 
 Market Insight:
 
 Stay informed on global investment trends and client preferences, especially in alternative investments.
 </li>
 <li>
 
 Commercial Support:
 
 Assist in onboarding clients, track pipeline progress, and help achieve team targets.
 </li>
 <li>
 
 Collaborate &amp; Grow:
 
 Work closely with senior managers for mentorship and contribute to a culture of learning and high performance.
 </li>
 </ul>
 
 
 
 
 
 What We&rsquo;re Looking For
 
 
 <ul>
 <li>
 
 Education:
 
 Bachelor&rsquo;s in Finance, Economics, or Business (Postgraduate or CFA preferred).
 </li>
 <li>
 
 Experience:
 
 Minimum 2 years in Treasury, Private Banking, Wealth Management, or Financial Services.
 </li>
 <li>
 
 Certification:
 
 CMA Kuwait Rules and Regulations required.
 </li>
 <li>
 
 Skills:
 
 Entrepreneurial drive and commercial acumen
 </li>
 <li>
 Excellent communication in Arabic and English
 </li>
 <li>
 Digital readiness and MS Office proficiency
 </li>
 <li>
 Strong client focus and resilience
 </li>
 </ul>
 
 
 
 
 
 Why You&rsquo;ll Love This Role
 
 
 
 You&rsquo;ll join a dynamic environment where innovation meets client-centric excellence. If you&rsquo;re passionate about wealth management and eager to grow, this is your chance.
 
 
 
 
 
 📩
 
 Apply Today
 
 and start building your future in wealth management.
 
</div>

Assistant Wealth Manager

<div>
 
 
 JOB PURPOSE:
 
 
 
 
 
 
 The
 
 Senior Associate &ndash; Wealth Management
 
 plays a key role in supporting the strategic implementation of our organization's initiative to attract and serve
 
 Family Offices
 
 and
 
 Ultra High Net Worth Individuals (UHNWIs
 
 ),
 
 
 focusing on ecosystem development, client experience enhancement and regulatory enablement.
 
 
 
 
 
 
 KEY ACCOUNTABILITIES:
 
 
 
 
 
 
 🔹
 
 Strategic Implementation
 
 : Works closely with the line manager in implementing the strategic roadmap for attracting and onboarding Family Offices and UHNWIs to our platform, aligning with the broader vision of establishing a robust Wealth Management ecosystem.
 
 
 🔹
 
 Strategy Execution Support:
 
 Supports in execution of Wealth Management strategy, which is aligned with our strategic plan, by identifying structural gaps and proposing ecosystem enhancements.
 
 
 🔹
 
 Market Intelligence:
 
 Conduct market intelligence and ecosystem mapping to identify trends, gaps, and opportunities.
 
 
 🔹
 
 Cross-Functional Collaboration
 
 : Collaborate with internal teams (Legal, Licensing, Tax, Financial Services Sector, Information Technology, Client Affairs and Strategy Office) to refine regulatory frameworks and client onboarding processes.
 
 
 🔹
 
 Stakeholder Coordination:
 
 Coordinate with Banks, Asset Managers, Family Office advisors, and industry associations to strengthen Qatar&rsquo;s wealth management ecosystem.
 
 
 🔹
 
 Sector Representation
 
 : Represent us at sector-specific forums and conferences to promote thought leadership and strategic positioning in compliance with MCC policy.
 
 
 🔹
 
 Legal Structure
 
 : Advisory Provide advisory input on our legal structures (e.g., Trusts, SPVs, Foundations, SFOs, Multi-Family Offices) to internal teams and external stakeholders.
 
 
 🔹
 
 Client Journey Optimization
 
 : Assist in refining client journeys and onboarding processes for UHNWIs and family offices.
 
 
 🔹
 
 Reporting &amp; Insights:
 
 Prepare sector reports, dashboards, and presentations for internal stakeholders.
 
 
 🔹
 
 Planning &amp; Performance
 
 : Contribute to departmental planning, budgeting, and performance tracking.
 
 
 🔹
 
 Business Development:
 
 Support Work in tandem with the department by providing sectoral insights and strategic support.
 
 
 🔹
 
 Ad Hoc Assignments &amp; Managerial Support
 
 : Perform other related duties or assignments as directed by the Manager &ndash; Wealth based on the company&rsquo;s needs.
 
 
 🔹
 
 Business Development
 
 : Provide sector-specific insights and strategic support to the department to enhance business development initiatives.
 
 
 
 
 
 
 QUALIFICATIONS, EXPERIENCE and SKILLS:
 
 
 
 
 
 
 🔹 Bachelor&rsquo;s degree in BA, Finance, Accounting, Economics, or related discipline.
 
 
 🔹 Preferably an MBA or equivalent post-graduate qualification from a recognized business school.
 
 
 🔹 Minimum of 5 years of relevant experience in strategic partnerships or ecosystem enablement&mdash;preferably within governmental, semi-governmental, or financial services sectors.
 
 
 🔹 Experience in roles that involve stakeholder engagement, ecosystem building or sector development
 
 
 🔹 Excellent communication, negotiation, presentation and interpersonal skills in English.
 
 
 🔹 Experience in BD and Account Management fields in multicultural environment.
 
 
 🔹 Negotiation, facilitation and presentation skills
 
 
 🔹 Problem solving and prioritization skills
 
 
 🔹 Report writing
 
</div>

Senior Associate - Wealth Management & Family Office Services

Reed

Wealth Administrator - Edinburgh Join a team where precision meets purpose. Are you an organised, detail-driven professional with a passion for supporting financial services? We're looking for a Wealth Administrator to join our client's dynamic team in Edinburgh, where your skills will help ensure the smooth running of operations and exceptional client service. What You'll Be Doing: <ul> <li>Supporting senior colleagues with day-to-day administration tasks</li><li>Communicating professionally with Financial Advisers and clients</li><li>Preparing and processing new client documentation and updates</li><li>Monitoring transfers of assets and cash</li><li>Handling ISA subscriptions, transfers, and client payments</li><li>Collaborating with Business Support to manage client accounts</li><li>Maintaining accurate records and electronic filing</li><li>Ensuring compliance with Conduct Risk standards</li></ul> What You'll Bring: <ul> <li>Previous administration experience (essential) - full training provided</li><li>Intermediate MS Word, Excel, and Outlook skills</li><li>Strong attention to detail and accuracy in written and numerical tasks</li><li>Clear, professional communication skills</li><li>A proactive mindset with the ability to meet deadlines and prioritise workload</li><li>A collaborative, flexible approach and willingness to support the wider team</li><li>Adaptability and a commitment to our core values</li></ul> On Offer: <ul> <li>Highly comprehensive salary DOE</li><li>Hybrid working</li><li>Pension contribution up to 12%</li><li>Group Life Insurance and Group Income Protection</li><li>Flexible benefits including PMI and Critical Illness</li><li>Share incentive scheme</li><li>Continual development and support</li></ul> Ready to make a difference? If you're looking to grow your career in a supportive, professional environment, we'd love to hear from you. Submit your CV to avoid disappointment! Apply now and become a key part of our client's success story.

Wealth Administrator

A4R Properties

About Us House 2 Home is a modern and rapidly growing real estate brokerage based in Bahrain. We focus on delivering premium service, building transparent client relationships, and maintaining a results-driven, dynamic approach to property sales and leasing.We&rsquo;re now seeking an experienced Senior Property Advisor with strong market knowledge and proven success in sales and client management to join our expanding team and play a key role in our next phase of growth.Role OverviewAs a Senior Property Advisor, you&rsquo;ll be responsible for managing and growing a portfolio of clients, driving property sales and leasing activities, and maintaining high professional standards that reflect the House 2 Home brand. You&rsquo;ll work closely with the management team to enhance lead conversion, strengthen client relationships, and contribute to the company&rsquo;s overall performance.Key Responsibilities<ul><li>Handle property listings, client inquiries, viewings, negotiations, and deal closures.</li><li>Build and maintain strong, long-term relationships with landlords, tenants, and investors.</li><li>Provide expert advice on market trends, pricing, and investment opportunities.</li><li>Achieve and exceed monthly sales and leasing targets.</li><li>Collaborate with the marketing team to enhance property exposure and lead quality.</li><li>Ensure all client data, listings, and transactions are accurately managed in the CRM.</li><li>Act as a role model for junior agents, contributing to a positive and performance-driven culture.</li></ul>Requirements<ul><li>Minimum 3&ndash;5 years of experience in Bahrain&rsquo;s real estate market.</li><li>Strong track record in achieving sales or leasing targets.</li><li>Excellent communication, presentation, and negotiation skills.</li><li>Deep understanding of the Bahrain property market and client needs.</li><li>Proficiency with CRM systems and property portals (Property Finder, Weetas, etc.).</li><li>Fluent in English (Arabic is a plus).</li><li>Valid Bahrain driving license and RERA certification preferred.</li></ul>What We Offer<ul><li>Competitive commission structure with performance-based incentives.</li><li>Supportive and professional work environment.</li><li>Direct collaboration with the company founder.</li><li>Marketing and admin support to help maximize your productivity.</li><li>Growth opportunities within a fast-growing, ambitious real estate brand.</li></ul>If you&rsquo;re an experienced real estate professional ready to elevate your career and make an impact in Bahrain&rsquo;s property market, we&rsquo;d love to hear from you.Apply now or send your CV to: House2home.bh@gmail.comJob Types: Full-time, Part-time, Contract Contract length: 12 monthsPay: BD1.000 - BD1,000.000 per monthApplication Question(s):<ul><li>Do you have experience in Real Estate ?</li></ul>

Senior Property advisor

Cranleigh Personnel

Wealth Planning AdministratorBased ShaftesburyHours 9am-5pmSalary up to £30000Are you a Wealth Planning Administrator Looking for your next challenge?Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures?Or are you feeling like your career isn't developing enough?If so, we have the opportunity for you .The company:Our client is a well established Wealth Management Practice, and is looking for their next wealth management administrator hire, to join their annual review department teamThey are currently consisting of just over 50 within the company based over four offices. They have expanded consistently in the last few years, and so this has opened up opportunities for employee growth and development, and the practice manager is hugely passionate about encouraging and developing employees, as well as managing processes and procedures and work flow to ensure a highly desirable working environment, with great staff retention.Although growing, they have been very conscious to keep the 'family feel' of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.The role:This role focusses on the more technical aspects of the admin support function, and has previously proven to be a desirable role for anyone who enjoys the technical aspects more so than the client servicing, and for anyone looking for exposure to annual review process as part of their development into a paraplanner. They offer a structured career development and exam plan based around your goals - whether that be working towards a paraplanning position, an Adviser role or to progress within administration. They also offer pay rises for each exam passed and full financial support with these too.Please note due to the rural location you will need to be a driver.They operate 5 days in the office working week.So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, or want to be part of a well established, growing and hugely supportive team - then please apply and then we can run through the role in more detail.

Wealth Planning Administrator

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