wealth management advisor

Emirates NBD

<div>
 
 
 About ENBD
 
 
 
 Emirates NBD is a market leader across the MENAT (Middle East, North Africa and T&uuml;rkiye) region with a presence in 13 countries, serving over 9 million customers. Emirates NBD is the leading financial services brand with a Brand value of approximately USD 4 billion. We serve our customers and help them realize their financial objectives through a range of banking products and services including retail banking, corporate &amp; institutional banking, Islamic banking, investment banking, private banking, asset management, global markets and treasury, and brokerage operations. We are a key participant in the global digital banking industry, with 97% of all financial transactions and requests conducted outside of our branches. We also operate Liv, the lifestyle digital bank by Emirates NBD. With over half a million users, it continues to be the fastest-growing digital bank in the region.
 
 
 
 
 
 
 Job Overview
 
 
 
 As a Wealth Advisor at Emirates NBD, your role will be responsible for building and maintaining long-term relationships with high-net-worth individuals (HNWIs). You will provide tailored financial advice, and wealth planning services to help clients grow, preserve, and transfer their wealth.
 
 
 
 
 
 As a WM Advisory at Emirates NBD, your role is to develop and maintain strong, long-term relationships with HNW clients and ensure all client interactions and financial plans adhere to regulatory and compliance standards
 
 
 
 
 
 
 Key Responsibilities:
 
 
 <ul>
 <li>
 Create comprehensive financial plans that address clients&rsquo; short-term/long-term financial, analyze clients&rsquo; current financial situation and recommend investment strategies that align with their objectives.
 </li>
 <li>
 Design and manage customized investment portfolios for clients, considering their risk tolerance and investment horizon.
 </li>
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 Cross-sell and up-sell financial products and services to existing clients to deepen relationships and enhance value.
 </li>
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 Monitor and review portfolio performance, making adjustments as necessary to optimize returns and manage risk.
 </li>
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 Provide ongoing, proactive communication and updates on clients&rsquo; portfolios and financial plans.
 </li>
 </ul>
 
 
 
 
 
 Skills And Experience
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in finance or other relevant majors.
 </li>
 <li>
 MBA degree would be an added advantage.
 </li>
 <li>
 
 Must have Qualifications: ICWM / Country Regulations
 
 .
 </li>
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 Minimum 5 years of similar experience in other banks or wealth management institutions.
 </li>
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 Experience in investment product management.
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 Experience across a wide range of Banking areas, e.g. Retail, wealth management.
 </li>
 </ul>
 
 
 
 
 
 What We Offer You
 
 
 <ul>
 <li>
 Competitive package.
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 Market-leading incentives.
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 Strong emphasis on work/life balance.
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 Generous annual leave entitlement and Private Healthcare.
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 <li>
 World-class Learning &amp; Development platform and career development.
 </li>
 <li>
 Preferential banking facilities for employees.
 </li>
 </ul>
 
 
 
 
 
 There&rsquo;s never been a better time to join Emirates NBD.
 
 
 
 We&rsquo;re one of the region&rsquo;s most recognizable brands. We&rsquo;re banking innovation leaders. We&rsquo;re growing across our global offices. We offer a huge range of professional development opportunities to accelerate your career. It also goes without saying that we provide extremely competitive rewards, benefits and perks too, like our flexible work policy so you can work from home whenever it suits.
 
 
 
 
 
 At ENBD, we encourage interested candidates to review the key responsibilities and qualifications for each role and apply for positions that match their skills and capabilities
 
</div>

Wealth Advisor

Abu Dhabi Islamic Bank - Egypt

<div>
 
 
 KEY ACCOUNTABILITIES
 
 
 <ul>
 <li>
 Driving priority banking growth and delivering exceptional portfolio targets performance by identifying and meeting customer needs through selling a range of ADIB gold products and acting as an advisor to mass affluent customers.
 </li>
 <li>
 Managing a portfolio of gold banking customers and offering full range of wealth management services .in order to achieve revenue goals and portfolio growth targets across a range of products and services for a specific pre-defined set of customers to create a profitable durable relationship
 </li>
 <li>
 Achieve volume and revenue goals via the combination of customer acquisition and relationship widening; in addition to growing network of clients through using diverse sources.
 </li>
 <li>
 Focusing exclusively on priority banking clients( deposits / Assets ).
 </li>
 <li>
 Actively identify new customers, grow affluent customers portfolio by introducing higher number of 'NTB' &lsquo;new to bank&rsquo; affluent customers.
 </li>
 <li>
 Visiting potential clients for liabilities / Assets products and preparing presentations for potential clients to present ADIB priority products to enhance sales.
 </li>
 <li>
 Enhancing existing customer&rsquo;s relationship and their needs to be reflected into each customer&rsquo;s plan.
 </li>
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 Achieving a monthly deposits/ Assets target in addition to an aggressive Upgrade target
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 Responsible for the growth, product management, &amp; profitability of ADIBPriority Proposition across the ADIB Bank Egypt .
 </li>
 <li>
 Deliver world class customer service practices and ensure adherence to ADIB Service standards
 </li>
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 Ensure that customers are directed to the most appropriate service delivery channel to meet their needs.
 </li>
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 Own and manage customer queries and complaints by taking ownership and resolving in a timely manner. Ensure handling &amp; covering all customers&rsquo; requests/ inquiries to deliver services excellency
 </li>
 <li>
 Maintain sales performance statistics for management information usage.
 </li>
 <li>
 Building the business, deepening relationships and effectively executing the sales process.
 </li>
 <li>
 Provide the assigned portfolio of affluent customers with personalized service; so as to develop close relationships, achieve maximum profitable contribution for the bank and retain their loyalty.
 </li>
 <li>
 Maintain a superior customer service experience including pre-empting issues and proactive servicing.
 </li>
 <li>
 Ensure delivery of customer promise and practice brand values, continue to maintain and improve the quality of service offered.
 </li>
 <li>
 Follow up with others, departments, pipeline credit/ operations dept. on pending cases.
 </li>
 <li>
 Ensure the implementation of all Bank policies / procedures / compliance requirements are in place.
 </li>
 </ul>
 
 
 
 Minimum Qualifications:
 
 
 
 <ul>
 <li>
 University/Collage Degree.
 </li>
 <li>
 6 years of customer service experience only financial sector front line
 </li>
 <li>
 7years of customer service experience either in real estate or financial sector front line &ldquo; Bancasurrance &amp; Stock market)
 </li>
 </ul>
 
 
 
 Required Knowledge:
 
 
 
 <ul>
 <li>
 Relationship management experience in handling wealth customers.
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 <li>
 Personal bankers / Customer Service Reps having the talent to deal with high end customers.
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 <li>
 Account Mangers in companies, hotels etc.. that offer luxurious products/services.
 </li>
 <li>
 Investment associating in private equity companies.
 </li>
 </ul>
 
 
 
 Generic Skills:
 
 
 
 <ul>
 <li>
 Preferably be certified from investment institute or equivalent third party recognized institution for selling investment
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 Managing an existing portfolio of affluent customers
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 <li>
 Strong knowledge of Investments Products.
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 Strong Selling skills
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 Target oriented
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 Strong Relationship management skills
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 Customer focus skills
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 </ul>
</div>

Diamond Relationship Manager

ahlibank

<div>
 
 
 SUMMARY OF ROLE
 
 
 
 
 The purpose of this role is to develop the Wealth Management business by increasing wealth penetration within the existing portfolio, propose new tie up with investment vendors that will result in increasing generated fee income, marketing vendors, increase AUM, and enhancing the overall quality of service &amp; performance of the business.
 
 
 
 
 KEY RESPONSIBILITIES
 
 
 
 
 
 Contribute to Wealth Management Strategy:
 
 
 
 
 Assist in developing and executing the Wealth Management strategy for ABO clients by analyzing client needs, market trends, and investment opportunities to align with the Bank&rsquo;s objectives.
 
 
 
 
 
 Support Product &amp; Investment Offerings:
 
 
 
 
 Assist in the introduction and promotion of new Wealth Management products, services, and investment instruments tailored to ABO clients&rsquo; financial goals and risk appetite.
 
 
 
 
 
 Portfolio Growth &amp; Revenue Generation:
 
 
 
 
 Drive wealth penetration within the existing client portfolio by identifying cross-selling and up-selling opportunities, with the objective of increasing Assets Under Management (AUM) and generating sustainable fee income.
 
 
 
 
 
 Market &amp; Client Relationship Building:
 
 
 
 
 Develop and strengthen long-term relationships with high-net-worth clients and key market stakeholders to enhance the Bank&rsquo;s positioning and capture new business opportunities.
 
 
 
 
 
 Disciplined Sales Execution:
 
 
 
 
 Apply a structured and disciplined sales process, including prospecting, needs analysis, solution presentation, and closing, while ensuring follow-up to maximize client satisfaction and business results.
 
 
 
 
 
 High-Quality Client Service:
 
 
 
 
 Deliver exceptional client experiences by providing personalized advice, proactive communication, and timely resolution of client queries and requests.
 
 
 
 
 
 In-Depth Product Knowledge:
 
 
 
 
 Demonstrate strong knowledge of Wealth Management products, global markets, and financial instruments, enabling the provision of sound investment recommendations and financial planning advice.
 
 
 
 
 
 Compliance &amp; Risk Management:
 
 
 
 
 Ensure strict adherence to compliance standards, regulatory requirements, and internal risk management policies in all client interactions and transactions.
 
 
 
 
 
 Sales &amp; Performance Reporting:
 
 
 
 
 Maintain accurate and timely documentation of client meetings, sales calls, and business development activities to support performance tracking and management reporting.
 
 
 
 
 
 Requirements
 
 
 <ul>
 <li>
 Omani nationals only
 </li>
 <li>
 A Bachelor&rsquo;s degree in Finance, Economics, Business, or a related field is required.
 
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 <li>
 Minimum 5 years&rsquo; experience in Wealth Management
 
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 <li>
 Experience in selling insurance products is an added advantage
 
 </li>
 <li>
 Catering to HNWI
 
 </li>
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 Deep knowledge in various asset classes (Mutual funds/Fixed Income/ETF/etc)
 
 </li>
 </ul>
 
 
</div>

Wealth Advisor - Ahli Islamic

HCPL Global Services

Key Responsibilities:<ul><li>Global Market Expertise:</li></ul>Provide deep insights into US, European, and Asian equities, structured products, global fixed income, and currencies. Stay ahead of market trends, macroeconomic indicators, and geopolitical events influencing investment decisions.<ul><li>Macro &amp; Sector Analysis:</li></ul>Lead comprehensive macro and sector analyses to build compelling<ul><li>Equity Conviction Lists for diverse economies.</li></ul>Collaborate with research teams to integrate insights into actionable investment strategies.<ul><li>Option Strategies &amp; Structured Products:</li></ul>Design and implement customized equity options strategies, especially around major macro events and earnings seasons. Develop and execute innovative structured product ideas.<ul><li>Bespoke Investment Solutions:</li></ul>Craft personalized investment strategies aligned with clients&rsquo; risk profiles, goals, and preferences. Continuously optimize portfolios to enhance returns while managing risk effectively.<ul><li>Risk Management &amp; Portfolio Hedging:</li></ul>Implement innovative portfolio hedging strategies to mitigate market volatility. Generate additional value through strategic use of core holdings and cash flow.<ul><li>Client Engagement &amp; Reporting:</li></ul>Partner closely with clients, providing proactive advice and clear communication on complex financial concepts. Deliver regular performance reports, offering insights into portfolio dynamics and performance drivers.<ul><li>Fixed Income Analysis:</li></ul>Conduct in-depth analysis of debt and fixed income securities. Evaluate issuers based on financial performance, governance, and ESG criteria.Qualifications &amp; Experience:<ul><li>Bachelor&rsquo;s degree in Finance, Economics, or related field; advanced degrees or certifications (e.g., CFA) preferred.</li><li>Proven experience in investment management, wealth advisory, or portfolio strategy.</li><li>Strong expertise in global markets, structured products, and risk management.</li><li>Exceptional analytical, communication, and leadership skills.</li><li>Experience managing relationships with UHNIs or institutional clients is a strong plus.</li></ul>What We Offer:<ul><li>Opportunity to work with a world-class team in a collaborative and growth-focused environment.</li><li>Exposure to global markets and sophisticated investment strategies.</li><li>Competitive compensation and professional growth opportunities.</li></ul>Job Type: Full-timePay: AED10,000.00 - AED18,000.00 per monthApplication Question(s):<ul><li>Total Experience?</li><li>Wealth Management Experience?</li><li>Experience in Product Leader? (Name the Product you worked on)</li><li>CFA certified?</li><li>Current Salary?</li><li>Expected Salary?</li><li>Notice Period?</li></ul>

Investment Team Leader – Wealth Management & Advisory

Acuma - Independent Financial Advice

<div>
 
 
 Turn your ambitions into achievements in 2026 with
 
 Acuma
 
 
 
 
 
 
 About Us:
 
 Acuma is a leading independent financial advisory organisation, providing innovative wealth management, private banking, and investment solutions to clients around the globe. We specialise in helping individuals and businesses achieve their financial goals through a diverse range of services, including tax-efficient investments, retirement planning, and tailored wealth management strategies.
 
 
 
 
 
 
 Are you ready to build a rewarding career in financial advisory?
 
 At Acuma, we provide the ideal platform for ambitious individuals to thrive in the dynamic, fast-paced world of global financial planning.
 
 
 
 
 
 
 What We Offer:
 
 
 <ul>
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 Training and Development:
 
 Comprehensive, structured programmes with mentorship from industry experts. Gain essential
 
 CISI industry qualification
 
 .
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 Earning Potential:
 
 Competitive, uncapped opportunities with a clear path to financial success.
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 Career Progression:
 
 Fast-track promotions, international placements, and leadership opportunities.
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 Reputation and Support:
 
 Be part of a globally recognised company offering cutting-edge tools, resources, and a supportive environment.
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 Work-Life Balance:
 
 Structured growth plans and achievable targets designed for success.
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 </ul>
 
 
 
 
 
 Who We Are Looking For:
 
 
 <ul>
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 Ambitious, Entrepreneurial-Minded Trainees:
 
 Individuals eager to pursue a challenging and rewarding international career.
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 Excellent Communicators:
 
 Passionate about building meaningful, long-term client relationships.
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 <li>
 
 Telephonic Experience (Advantageous):
 
 Confident in engaging clients over the phone.
 </li>
 <li>
 
 A Winner&rsquo;s Mindset:
 
 Motivated individuals focused on personal development and continuous growth.
 </li>
 </ul>
 
 
 
 
 
 Who We Are Not Looking For:
 
 
 <ul>
 <li>
 
 Candidates looking for positions in accountancy, analytics, bookkeeping, or other numerically-focused roles.
 
 This opportunity is tailored for those who thrive in a dynamic, client-facing, performance-driven environment.
 </li>
 </ul>
 
 
</div>

Business Development Associate

Goldman Sachs

<div>
 
 Job Description
 
 
 
 
 Goldman Sachs Asset Management
 
 
 
 Bringing together traditional and alternative investments, Goldman Sachs Asset Management provides clients around the world with a dedicated partnership and focus on long-term performance.
 
 
 We help our clients navigate today&rsquo;s dynamic markets and identify the opportunities that shape their portfolios and long-term investment goals. We extend these global capabilities to the world&rsquo;s leading pension plans, sovereign wealth funds, central banks, insurance companies, financial institutions, endowments, foundations, individuals and family offices.
 
 
 
 Job Summary &amp; Responsibilities
 
 
 
 The Client Coverage Group (CCG) within Asset Management is dedicated to retaining, expanding and supporting existing client relationships by ensuring exceptional client service, operational support and risk management.
 
 
 We are looking for a highly competent individual to work in the CCG team, supporting our CRM efforts for a number of MENA Institutional clients, based out of our office in Doha,Qatar.
 
 
 You must exhibit strong communication skills, with the ability to thrive in a dynamic environment. You will support a diverse set of investment products - equities, fixed income, and alternatives - through various bespoke investment vehicles (separate accounts, dedicated funds, funds of one, etc).
 
 
 
 Responsibilities
 
 
 
 <ul>
 <li>
 Contribute to a broad platform that serves as the client&rsquo;s main point of contact for a diverse set of functional areas, including Portfolio Management, Trading, Operations, Legal, and Compliance.
 </li>
 <li>
 Provide a superior level of service across all aspects of client experience, including management of client inquiries, ad hoc issue resolution, and enabling customised and standardised report delivery.
 </li>
 <li>
 Help coordinate life-cycle events of client accounts, including implementation of new business, account restructures/terminations, and impact from regulatory changes. Requires managing tasks across various teams and stakeholders.
 </li>
 <li>
 Manage client deliverables including reporting requirements (performance and operational reporting, commentaries) and other service needs as identified by the client.
 </li>
 <li>
 Respond to information requests from clients including due diligence questionnaires, audit requests, and ad-hoc and recurring client inquiries.
 </li>
 <li>
 Develop relationships internally across various GSAM product teams, including Fixed Income &amp; Currency, Equity, Quantitative Strategies, Alternative Investments, Multi-Asset Solutions, as well as other functions such as risk &amp; performance, legal, compliance and operations.
 </li>
 <li>
 Navigate the organisation internally and collaborate across teams to resolve client queries in a timely fashion.
 </li>
 <li>
 Work on broader projects that build out the service model and infrastructure to create scale and efficiencies within the client relationship manager function.
 </li>
 <li>
 Keep current on GSAM&rsquo;s investment products.
 </li>
 <li>
 Develop a strong awareness of client interests and investment trends coupled with the intellectual curiosity to explore and research those areas to best deliver the resources of the firm to our clients.
 
 
 </li>
 </ul>
 
 Skills &amp; Experience We're Looking For
 
 
 
 <ul>
 <li>
 University graduate or equivalent with a minimum of 3+ years of relevant experience at an asset management firm / other financial services organisation.
 </li>
 <li>
 Fluency (written and oral proficiency) in English required.
 </li>
 <li>
 Basic knowledge of the asset management business, financial markets and investment funds or separately managed accounts.
 </li>
 <li>
 Strong client orientation and ability to build the trust and confidence of clients and colleagues.
 </li>
 <li>
 Excellent interpersonal skills, ability to excel in a team-environment.
 </li>
 <li>
 Strong project management skills including ability to organise and track multiple threads of activity, ability to deliver on tight timelines, hands-on approach to resolving issues, detail oriented, excellent communication skills.
 </li>
 <li>
 Exceptional organisation and time management skills.
 </li>
 <li>
 Motivated and proactive self-starter with a strong work ethic.
 </li>
 <li>
 Strong analytical skills.
 </li>
 <li>
 Proficient in Microsoft Excel, Power Point and Word and exposure to business intelligence tools.
 </li>
 </ul>
</div>

Goldman Sachs Asset & Wealth Management - Client Coverage Group - Associate - Doha

<div>
 
 About Emirates NBD
 
 
 
 
 
 Emirates NBD is a market leader across the MENAT (Middle East, North Africa and T&uuml;rkiye) region with a presence in 13 countries, serving over 20 million customers. The Emirates NBD Group has a total of 853 branches and 4,213 ATMs / SDMs. Emirates NBD is the leading financial services brand in the UAE with a Brand value of USD 3.89 billion.
 
 
 
 
 
 At the bank, we serve our customers and help them realise their financial objectives through a range of banking products and services including retail banking, corporate &amp; institutional banking, Islamic banking, investment banking, private banking, asset management, global markets and treasury, and brokerage operations.
 
 
 
 
 
 We are a key participant in the global digital banking industry, with 97% of all financial transactions and requests conducted outside of our branches. We also operate Liv, the lifestyle digital bank by Emirates NBD. With close to half a million users, it continues to be the fastest-growing digital bank in the region.
 
 
 
 
 
 What You Will Be Doing
 
 
 
 
 <ul>
 <li>
 Outstanding Client Service: Highest turnaround times, flexible interactions with Front Office and extended cut-off timings
 </li>
 <li>
 Utmost Confidentiality on sensitive private client data across the Group
 </li>
 <li>
 Unparalleled competency in Investment products and processing through experienced and certified team members
 </li>
 <li>
 Safe Processes &amp; Controls according and above the Bank's standards
 </li>
 <li>
 Highest efficiency through quick turnaround and leveraging synergies across the Wealth Management platform
 </li>
 <li>
 Enhance Efficiencies in executing Investment Transactions for WM Clients in a timely and accurate manner.
 </li>
 <li>
 Review transactions &amp; ensuring these adhere to the Know-Your-Client standards and internal guidelines.
 </li>
 <li>
 Ensure that business support services are efficiently delivered in accordance to agreed standards.
 </li>
 <li>
 Deal with complex account structures and liaise with Legal &amp; Compliance to resolve issues
 </li>
 <li>
 Collaborate with business leader in understanding their requirements and delivering operational support to enable product rollouts for the investment team.
 </li>
 <li>
 Gather, prioritize and define key IT and system requirements for Investment office and deliver projects.
 </li>
 <li>
 Partner with IT for the implementation of new systems and enhance systems to accommodate process improvements
 </li>
 <li>
 Develop, motivate and effectively manage subordinates to ensure high quality business support services.
 </li>
 <li>
 Establish vision, direction, and specific objectives for team efforts; encourage collaboration
 </li>
 <li>
 Develop, gain acceptance for, and direct the implementation of compliance I control mechanisms, which address the regulatory/control requirements.
 </li>
 <li>
 Enhance controls and risk mitigation within Investment Processes in accordance with regulations and Bank wide policies.
 </li>
 <li>
 Develop, gain acceptance for, and direct the implementation of QA processes to ensure process/procedural compliance.
 </li>
 </ul>
 
 
 
 
 What We Are Looking For
 
 
 
 
 <ul>
 <li>
 10 to 15 years of experience. Investment Operations
 </li>
 <li>
 At least 5 yrs. in senior role in managing teams and functions
 </li>
 <li>
 Functional experience in the following fields-Trade and Settlements, Derivative Operations and Asset Servicing
 </li>
 <li>
 Core Investment Operations skills
 </li>
 <li>
 Should have experience in establishing processes and teams within the Investment Operations domain
 </li>
 <li>
 Team management skills are a must
 </li>
 <li>
 Should have managed multi-functional teams within the Domain
 </li>
 <li>
 International certifications in the Industry like CISI are preferred.
 </li>
 <li>
 Team oriented and Team player
 </li>
 <li>
 Ability to work under stress and tight schedules and deadlines
 </li>
 <li>
 Proactive and solution oriented professional.
 </li>
 </ul>
 
 
 
 
 What We Offer You
 
 
 
 
 <ul>
 <li>
 Competitive salary package.
 </li>
 <li>
 Strong emphasis on work-life balance and employee wellbeing.
 </li>
 <li>
 Access to world-class Learning &amp; Development platforms for career growth.
 </li>
 <li>
 Generous annual leave and comprehensive Private Healthcare coverage.
 </li>
 <li>
 Preferential banking facilities for employees.
 </li>
 </ul>
 
 
 
 
 Why Join Us
 
 
 
 
 
 We aspire to be an employee&rsquo;s employer of choice. We believe, we can help you realize your true potential by providing the right opportunities. At ENBD we are reimagining the future of work so that you can unlock your potential, every day we want to ensure, every employee can exceed in the future of work by upskilling, building new digital skills and knowledge. Our goal is to empower our employees to build a career experiences and skills they need in the future and that will produce a great outcome for our bank as well, we want our employees no matter their background, location, preferences to feel engaged to one ENBD team.
 
 
 
 
 
 We encourage interested candidates to review the key responsibilities and qualifications for each role and apply for any positions that match their skills and capabilities. ENBD is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment, however due to high volume of applicants, only SHORTLISTED candidates will be contacted.
 
</div>

Wealth Management Specialist

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