wealth management advisor

Fifth Third Bank

<div><div>Make banking a Fifth Third better&reg;<br>
We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.</div><div></div><div>
GENERAL FUNCTION:</div><div>
Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve their wealth goals. Create steams of highly credentialed specialists to provide wealth planning, investments, private banking, risk management, and trust services. Ensures delivery and execution of Private Bank experience and client service standards.</div><div></div><div>
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.</div><div></div><div>
ESSENTIAL DUTIES AND RESPONSIBILITIES:</div><div>
Sales:</div><ul><li><div>
Develops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities.</div></li><li><div>
Effectively utilizes Life360 Discovery process to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning.</div></li><li><div>
Acts as the Core Team Member for One Bank to identify opportunities with new and existing bank customers. Continually monitors and evaluates client needs to identify opportunities to expand and deepen household relationship.</div></li><li><div>
Demonstrates proficiency in the utilization of consultative and advice driven sales; manages execution of client service standards to develop and retain lasting client relationships.</div></li><li><div>
Develops and strategically executes personal business plan to achieve defined revenue and business objectives.</div></li></ul><div></div><div>
Client Experience:</div><ul><li><div>
Institutes habits that ensure coordination of team in the consistent delivery of Private Bank experience standards.</div></li><li><div>
Utilizes the Life360 process when working with team members to deliver advice based solutions.</div></li><li><div>
Collaborates with a customized team of specialists to deliver high-quality client service.</div></li><li><div>
Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management.</div></li><li><div>
Identifies and refers opportunities providing for the utilization of advanced planning solutions.</div></li><li><div>
Coordinates and collaborates with client third party advisors (e.g., attorney, accountant) to ensure synergy of advisors' recommendations, consistent to client goals.</div></li><li><div>
Partners and leverages internal and external service providers to optimize effectiveness and efficiency.</div></li><li><div>
As primary contact, resolves problems in a timely and effective manner.</div></li><li><div>
Provides client with information regarding current trends and commands a thorough knowledge of investment products, trading strategies and market dynamics.</div></li><li><div>
Accountable for the organization, development and execution of client reviews that are in keeping with service standards to ensure client needs are being met. E.g. Annual Client Reviews and quarterly updates, etc. Utilizes the Life360 process to continually challenge and collaborate with the client to articulate and achieve their goals.</div></li><li><div>
Manages overall profitability of client relationship.</div></li><li><div>
Ensures process information recorded timely in CRM regarding status and activities.</div></li><li><div>
Drives continuous improvement by looking for ways to deepen relationship with client through all areas of Private Bank and other appropriate Bancorp channels.</div></li><li><div>
Acts as primary point of contact for COI within Bank.</div></li><li><div>
Accountable for implementation of recommendations delivered to client.</div></li><li><div>
Leads the 90-day client on-boarding process.</div></li><li><div>
Works in collaboration with team members to ensure alignment and exchange information and resources necessary to meet shared objectives.</div></li><li><div>
Addresses developmental needs and knowledge gaps as requested by manager and the Private Bank.</div></li><li><div>
Champions the Bancorp Vision and Core Values through personal actions and leadership influence to promote high-performing work groups.</div></li></ul><div></div><div>
Other:</div><ul><li><div>
Experienced operating in an environment that stresses both individual accountability and team-based performance.</div></li><li><div>
Exhibits a sense of urgency and a continual drive to results coupled with an ability to partner effectively with management at all organizational levels.</div></li><li><div>
Displays the ability to be highly effective in a team-oriented environment and to build relationships based on added value, not title or authority.</div></li><li><div>
Supports a proven track record of successfully collaborating with and influencing management and peers to support growth and financial results.</div></li><li><div>
Actively participates within professional and community organizations.</div></li><li><div>
Actively networks and effectively builds relationships internally and externally of the Bank</div></li></ul><div></div><div>
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:</div><ul><li><div>
Bachelors degree or equivalent work experience required. Business Administration, Finance, or Economics is preferred.</div></li><li><div>
CFP, CFA, or CPWA industry certification is preferred and will be required within 24 months (36 months for CFA) of start date to align with 5/3 Private Bank practice management requirements. The professional designations of Juris Doctorate (JD) and/or Certified Public Accountant (CPA) will also be accepted for this industry certification requirement.</div></li><li><div>
Appropriate state life and Health insurance licenses are required in accordance with licensing guidelines.</div></li><li><div>
Minimum of eight (8) years of successful sales/client service experience in financial services industry.</div></li><li><div>
Stays abreast and informed of regulatory and governmental changes that impact clients. Works with specialists to keep up-to-date on services and solutions.</div></li><li><div>
Demonstrates strong interpersonal negotiation, verbal and written communication, and presentation skills. Demonstrated proficiency in delivery of branded presentations, materials and solutions.</div></li><li><div>
Uses effective problem solving and analytical skills.</div></li><li><div>
Computer / Technical: Ability to use software including: Word, Excel and PowerPoint, CRM or related systems.</div></li><li><div>
This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.</div></li></ul><div></div><div>
WORKING CONDITIONS:</div><ul><li><div>
Normal office environment with little exposure to dust, noise, temperature and the like.</div></li><li><div>
Extended viewing of CRT screen.</div></li></ul><div></div>
Wealth Management Advisor II<div></div><div>
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.</div><div></div><div>
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.</div><div></div><div>
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: <div>https://www.53.com/content/fifth-third/en/careers/benefits.html</div> or by consulting with your talent acquisition partner.</div><div></div>
LOCATION - Fort Lauderdale, Florida 33301<div></div><div>
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes &ndash; no matter how they are submitted &ndash; will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.</div><div></div><div>
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.</div></div><div></div>

Wealth Management Advisor II

U.S. Bank

<p></p><div><p>At U.S. Bank, we&rsquo;re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at&mdash;all from Day One.</p><p></p><h2 class="jobSectionHeader"><b>
Job Description</b></h2><p>
The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance. WMAs partner with the team to assist clients and families by gaining a thorough understanding of their unique goals and objectives and constructing appropriate goals-based investment portfolios. WMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation.</p><div>
Basic Qualifications<br>
<ul><li>Bachelor's degree, or equivalent work experience</li><li>Three to five years of experience in a financial sales position, preferably working with the affluent client segment</li><li>FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license</li></ul><br>
Preferred Skills/Experience<br>
<ul><li>Considerable knowledge in financial planning, including but not limited to goals based planning, asset allocation, retirement planning, and education funding</li><li>Considerable knowledge of the securities industry, including U.S. Bancorp Investments, investment and insurance products and services</li><li>Extensive knowledge of private banking products and services, including credit processes and policies</li><li>Ability to effectively present investment strategies to clients and maintains a holistic approach to planning</li><li>Strong relationship management, sales and new business development skills</li><li>Well-developed analytical and problem-solving skills</li><li>Excellent interpersonal, verbal and written communication skills</li><li>Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes</li></ul></div><p></p><p>
If there&rsquo;s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
</p><p></p><p><b>Benefits:</b></p><p>
Our approach to benefits and total rewards considers our team members&rsquo; whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):</p><ul><li><p>
Healthcare (medical, dental, vision)</p></li><li><p>
Basic term and optional term life insurance</p></li><li><p>
Short-term and long-term disability</p></li><li><p>
Pregnancy disability and parental leave</p></li><li><p>
401(k) and employer-funded retirement plan</p></li><li><p>
Paid vacation (from two to five weeks depending on salary grade and tenure)</p></li><li><p>
Up to 11 paid holiday opportunities</p></li><li><p>
Adoption assistance</p></li><li><p>
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law</p></li></ul><p></p><p>
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.</p><p></p><p><b>
E-Verify</b></p><p>
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.</p><p></p>
This role receives an annual base salary between $65,000 and $78,000 depending on the required state minimum plus eligibility for incentives based on employee&rsquo;s production under the applicable incentive plan.<p></p><p>
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.</p><p></p><p>
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.</p><p></p><p><b>
Posting may be closed earlier due to high volume of applicants.</b></p></div>

Wealth Management Advisor - Springfield/Branson, MO

CREATIVEONE

<p><b>Title</b>: Wealth Advisor</p><p><b>Department:</b> CreativeOne Wealth/CreativeOne Advisors Group</p><p><b>Reports to: </b>Executive Vice President</p><p><b>Location:</b> Overland Park, KS</p><p><b>Status: </b>Full-Time, Exempt</p><p><b>Elevate Your Career at CreativeOne!</b></p><p>Looking for a dynamic and rewarding career in financial services? Join us at CreativeOne, where we blend collaboration, innovation, and excellence to forge a path in the financial services industry. We pride ourselves on being a nationally recognized leader, devoted to empowering independent financial advisors with superior services.</p><p><b>We&rsquo;re Building a Better Financial Future, Together</b></p><p>We take immense pride in our work and are in search of like-minded individuals who are eager to make a significant impact. If you are ready to be a part of a team that&rsquo;s shaping the future of financial services, we would love to hear from you.</p><p><b>Firm Overview</b></p><p>CreativeOne Wealth is a rapidly growing and highly regarded registered investment advisory firm located in Overland Park, Kansas.</p><p><b>Position Summary</b></p><p>We are seeking a qualified <b>Wealth Advisor</b> to join the CreativeOne Wealth team. This individual will be responsible for assuming the relationship management of our direct client relationships and providing Wealth Management-related services. The <b>Wealth Advisor</b> will be primarily responsible for working with the Company&rsquo;s existing and new client relationships. The <b>Wealth Advisor</b> will manage client relationships, help determine the client&rsquo;s financial goals and plans, and provide advice and recommendations on products and services that best fit the client&rsquo;s needs.</p><p><b>Duties and Responsibilities include, but are not limited to: </b></p><ul><li>Build strong relationships with existing clients.</li><li>Define client personal goals and financial objectives.</li><li>Analyze clients&rsquo; financial position (e.g., income/expenses, assets/liabilities, investments, insurance, cash flow.)</li><li>Develop financial plans according to client needs.</li><li>Explain investment and insurance offerings.</li><li>Help clients implement their plans.</li><li>Assist in growing the client base.</li><li>Some travel required.</li></ul><p><b>Preferred Skills &amp; Qualifications</b></p><ul><li>Proven experience working with clients as a financial planner or similar role.</li><li>Ability to analyze financial information and comply with regulations.</li><li>Investment, Insurance and Retirement Planning knowledge.</li><li>Strong ethics, with a customer service-oriented attitude.</li><li>Analytical and Problem-Solving Skills.</li><li>Team player.</li><li>Outstanding communication skills, with the ability to foster long-term relationships.</li><li>Certified Financial Planner (CFP) Designation and clean U-4.</li><li>Insurance License.</li><li>Proficiency in MS Office, CRM systems and Financial Planning software.</li></ul><p><b>About CreativeOne</b></p><p>CreativeOne is an industry-leading marketing and consulting firm that helps independent financial advisors grow their businesses. We combine deep financial expertise with full-service creative and media capabilities, delivering tailored marketing that drives measurable growth. With over 40 years of innovation behind us, we&rsquo;re building the next generation of advisor marketing&mdash;and we&rsquo;re looking for top talent to help lead the way.</p><p><b>About CreativeOne Wealth</b></p><p>CreativeOne Wealth is an SEC-Registered Investment Advisory firm that delivers an advisor-centric experience, empowering financial firms across the U.S. CreativeOne Wealth&rsquo;s vertically integrated wealth management services coupled with industry-leading marketing helps entrepreneurial wealth managers navigate increasingly dynamic and complex needs.</p><p><i>This description covers the major purpose and major functions of the job. It is not intended to give all details or a step-by-step account of the way each task is to be performed. Employees may receive other job-related instructions and be required to perform other job-related duties requested by their supervisor. All requirements are subject to possible modification to provide reasonable accommodation to qualified individuals with disabilities.</i></p><p><i>CreativeOne provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.</i></p><p><i>Our company does not currently sponsor employment visas. Applicants must be authorized to work for any employer in the U.S.</i></p><p>Pay: From $125,000.00 per year</p><p>Benefits:</p><ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Employee assistance program</li><li>Health insurance</li><li>Health savings account</li><li>Life insurance</li><li>Vision insurance</li></ul><p>Application Question(s):</p><ul><li>Will you now, or in the future, require sponsorship for employment visa status (e.g. H-1B visa status)?</li></ul><p>Experience:</p><ul><li>working with clients as a financial planner: 10 years (Preferred)</li></ul><p>License/Certification:</p><ul><li>CFP (Preferred)</li></ul><p>Ability to Commute:</p><ul><li>Overland Park, KS 66210 (Preferred)</li></ul><p>Work Location: In person</p>

Wealth Advisor

Elite Asset Capital

<p>The objective of the role involves providing independent financial advisory to High Net-worth Individual clients for creating, growing and safe-guarding their wealth. As a Financial Advisor you will be prospecting clients, understanding their investment needs, designing appropriate solutions and advising the most suitable financial products alongside providing life-long partnership.</p><p><b>What are we looking for:</b></p><ul><li>Someone with an entrepreneurial drive, persistent and wants to make a meaningful difference in the lives of clients.</li><li>Prior experience within sales in Insurance, Wealth Market and relationship management preferably within the financial services or insurance industry.</li><li>Good financial acumen is very important for this role alongside networking and sales skills.</li><li>Primarily responsible for selling India based investment products</li><li>Must have at least 1 year of proven track record in Broking, Wealth Management and Structured products in India or International markets .</li><li>Well versed with financial product offerings, both in domestic and international markets</li><li>Providing advisory services for various financial products like PMS, Mutual Funds, Insurance products, Fixed Income, Structured Products .</li><li>Should be able to acquire high value relationships of UHNIs, HNI clients, retaining and enhancing advisory services.</li><li>Must be able to effectively handle client servicing for wealth management needs.</li></ul><p>Job Type: Full-time</p><p>Pay: AED4,000.00 - AED9,000.00 per month</p>

Relationship Manager

Integrity Marketing Group

<p></p><div><p><b>Position Summary</b></p><p>
We are looking for an Associate Counsel to serve the Integrity Wealth business division, which is Integrity&rsquo;s rapidly growing wealth management business with over $50 billion in assets under management and advisement. The Associate Counsel of Integrity Wealth will report to the Senior Counsel of Integrity Wealth and will serve as a key transactional and commercial lawyer for the Integrity Wealth portfolio of companies. The individual will be an experienced, proactive and intelligent attorney who will play an important role in negotiating with counterparties on important commercial transactions and prepare transactional documents relating to Integrity Wealth&rsquo;s advisors, clients and advisor and client transitions. The individual will play an important role in the legal strategy of Integrity Wealth and will work very collaboratively with the Integrity Wealth compliance and regulatory teams to ensure transactional, regulatory, compliance and risk and litigation oversight over the Integrity Wealth business division.</p><p>
There is great opportunity for growth and advancement within Integrity Wealth, and at Integrity as a whole.</p><p></p><p><b>
Primary Responsibilities</b></p><ul><li>
Serve as the Associate Counsel of Integrity Wealth, and play an important commercial and transactional role supporting the Integrity Wealth business division</li><li>
Work closely with the Integrity Wealth legal team, executive team and the Integrity Wealth compliance team to undertake, manage and execute Integrity Wealth&rsquo;s strategic, corporate and regulatory reorganization</li><li>
Review and negotiate commercial transactions with important counterparties</li><li>
Support the Integrity Wealth companies and business development team in the legal aspects of advisor and client transitions</li><li>
Work collaboratively with important stakeholders within Integrity Wealth and with the Integrity enterprise to ensure that important business objectives are met</li><li>
Work collaboratively with compliance and regulatory teams to ensure robust internal processes over transactions, compliance and risk management</li><li>
Oversee and manage external counsel and help to manage and control legal expenses incurred by Integrity Wealth</li><li>
Manage and coordinate E&amp;O insurance for Integrity Wealth and its financial advisors in collaboration with Integrity&rsquo;s external insurance brokers</li><li>
Work collaboratively with the broader Integrity Legal team, the Integrity Wealth executive team and the Integrity Wealth compliance team to understand, oversee and manage arbitration, litigation or complaints involving Integrity Wealth</li></ul><p></p><p><b>
Required Competencies
</b></p><ul><li>Strong transactional background in wealth management, asset management or commercial transactions with at least 3-5 years of experience at a law firm or in-house at a company with demonstrated experience</li><li>
Experience in the financial services industry is a must. Prior experience at an independent RIA, broker-dealer, or law firm representing the aforementioned are strongly preferred</li><li>
Must have comfortable familiarity with the Advisers Act of 1940, Securities Act of 1933, Investment Company Act of 1940, FINRA Rules, and state security laws (Blue Sky Laws).</li><li>
Strong drafting, critical thinking and negotiating skills</li><li>
Must be proactive and confident, with the willingness to &ldquo;lean in&rdquo; and provide robust legal advice and direction to the Integrity Wealth business teams</li><li>
Fast learner, and willingness to learn and tackle whatever comes in through the door related to Integrity Wealth&rsquo;s reorganization, regulatory considerations, commercial transactions, products etc.</li><li>
Excellent writing and communication skills and the ability to identify, initiate and conclude strategic objectives in a collaborative, team-based &ldquo;no ego&rdquo; environment.</li><li>
Solutions-oriented legal advisor who is willing to &ldquo;roll up sleeves&rdquo;, understand the issues and work at solving them independently</li><li>
Strong intellectual curiosity and have an interest in the independent wealth management industry and desire to cultivate longer-term career and professional development in this space</li><li>
Service-oriented and good team player</li></ul><p></p><p><b>
About Integrity</b></p><p><b>
Integrity</b> is one of the nation&rsquo;s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. <b>Integrity</b> is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.</p><p></p><p><b>
Integrity</b> offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At<b> Integrity,</b> you can start a new career path at company you&rsquo;ll love, and we&rsquo;ll love you back. We&rsquo;re proud of the work we do and the culture we&rsquo;ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.</p><p></p><p>
Headquartered in Dallas, Texas, <b>Integrity</b> is committed to meeting Americans wherever they are &mdash; in person, over the phone or online. <b>Integrity&rsquo;s</b> employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.</p><p></p><p><i>
Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.</i></p></div>

Associate Counsel, Integrity Wealth

Real Estate Company - Dubai

<p><b>We Are Hiring: Female Wealth Advisor </b></p><p><b>Location:</b> UAE (Immediate Joining Required)<br/><b>Experience:</b> Minimum 6 months in Wealth Advisory, Real Estate, Sales, or Client Relationship roles</p><p><b>About the Role</b></p><p>We are looking for a <b>highly articulate and professional Female Wealth Advisor</b> to join our growing team. The ideal candidate will have excellent communication skills, a clear and polished accent, and the ability to confidently engage with both <b>local and international clients</b>. This role focuses on client interaction, lead management, and guiding potential clients through the wealth advisory process.</p><p><b>What We Offer</b></p><ul><li><b>Attractive and competitive salary package</b></li><li><b>Monthly incentives</b> for achieving performance targets</li><li><b>Reimbursements covered</b></li><li><b>Fresh new leads provided daily</b></li><li>Opportunity to interact with a <b>global client base</b></li><li>Supportive team environment with opportunities for professional growth</li></ul><p><b>Key Responsibilities</b></p><ul><li>Conduct professional consultations with clients through <b>phone, email, Zoom, and other communication channels</b>.</li><li>Handle <b>150 &ndash; 250 client interactions per day</b>, maintaining a high standard of service.</li><li>Generate new leads, schedule meetings, and follow up with potential clients.</li><li>Present wealth advisory solutions clearly to both local and international clients.</li><li>Promote company campaigns, services, and events.</li><li>Prepare a <b>Daily Sales Report (DSR)</b> at the end of each day.</li><li>Understand client needs and recommend suitable wealth or investment options.</li><li>Achieve performance targets and support overall business growth.</li></ul><p><b>Required Qualifications &amp; Skills</b></p><ul><li>Minimum <b>6 months of experience</b> in Wealth Advisory, Real Estate, Sales, or Client Relationship roles (UAE or home country).</li><li><b>Excellent English communication skills</b> with a clear, professional accent &mdash; <i>this is essential</i>.</li><li>Graduate or undergraduate with strong client-handling and presentation skills.</li><li>Previous experience in high-volume client interaction roles is preferred.</li><li>Ability to confidently communicate with <b>local and international clients</b>.</li><li>Must be based in the UAE with <b>immediate availability</b>.</li><li><b>Female candidates only</b> (as required for this position).</li></ul><p>Job Type: Full-time</p><p>Pay: AED4,000.00 per month</p>

Standard Chartered

<div>
 <strong>
  Job Description
  <br/>
  <br/>
 </strong>
 <strong>
  Job Summary
  <br/>
  <br/>
 </strong>
 The Investment Advisor provides support to the Relationship Managers and their clients to meet the client&rsquo;s desired investment objectives and increase bank&rsquo;s share of wallet. The Investment Advisor plays a key role in providing the bank&rsquo;s house views on markets and products and providing clients with investment solutions in line with their investment objectives and risk profile. The Investment Advisor helps in liaising with the product managers within the Wealth Management Product team on a regular basis to discuss client requirements and to ensure flow of product and market knowledge.
 <br/>
 <br/>
 <strong>
  Strategy
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Assisting Affluent Segment - Relationship Managers in the Bahrain to meet client&rsquo;s desired investment objectives and assist in achievement of AUM growth and revenues from Investment products
  </li>
  <li>
   Responsible for updating the frontline and customers of the bank on the outlook published by the CIO Office with relevant and timely information on global Capital Markets, Asset Classes and route to market ideas
  </li>
  <li>
   To play a key role in liaising with the product managers within the WM product team (Managed Investments, Bancassurance, CMPS and WM Lending) on a regular and ad-hoc basis to ensure flow of client and market requirement.
  </li>
  <li>
   Ensure proper client coverage is provided to complete Portfolio Reviews of target clients as defined from time to time in addition to planning for New to Wealth client.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Business
  <br/>
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 </strong>
 <ul>
  <li>
   Determine client&rsquo;s risk appetite, investment preference and return expectations by partnering with Relationship Managers in client meetings
  </li>
  <li>
   Conduct portfolio reviews by providing independent opinion on quality of client&rsquo;s existing portfolios
  </li>
  <li>
   Ensure that all the wealth management sales teams (Frontline RMs &amp; Specialists) receive adequate sales support, and route to market ideas basis current &amp; relevant views
  </li>
  <li>
   Keep abreast of latest trends on Investment products, financial markets, consumer behaviours and use of technology in providing investment solutions
  </li>
  <li>
   Provide reports / analysis where required within the management framework.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Key Responsibilities
  <br/>
  <br/>
 </strong>
 <strong>
  Processes
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Engage with risk control owners and / or group policy owners for the implementation of policies and control standards set by them
  </li>
  <li>
   Ensure delivery of views and route to market ideas at highest standards to deliver excellent customer experience and minimize number of complaints
  </li>
  <li>
   Work with various stakeholders to focus on quality in delivery and turnaround time for end-to-end BAU to achieve efficiency and customer experience objectives.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  People &amp; Talent
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Develop a people culture which encourages, and champions change among colleagues in the daily workplace. This will facilitate ideation, product innovation and process improvement with the objective of delivering superior Customer &amp; Frontline experience
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Risk Management
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Collaboratively partner with risk teams to ensure risk management procedures and processes are effectively implemented to operate within operational and credit risk appetite.
  </li>
  <li>
   Adhere and ensure operational risk management measures are met on a day-to-day basis
  </li>
  <li>
   Work collaboratively with countries and functions to ensure any audit findings are suitably rectified.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Governance
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Maintain an adequate control environment and operational procedures to prevent loss arising from non-adherence to controls
  </li>
  <li>
   Adhere to all controls and compliance guidelines set by the Bank
  </li>
  <li>
   Ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities associated with Investment products
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Regulatory &amp; Business Conduct
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Display exemplary conduct and live by the Group&rsquo;s Values and Code of Conduct.
  </li>
  <li>
   Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
  </li>
  <li>
   Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
   <br/>
   <br/>
  </li>
 </ul>
 Internal
 <br/>
 <br/>
 <ul>
  <li>
   WM &ndash; CIO Office Team
  </li>
  <li>
   WM Group Advisory Solutions Team
  </li>
  <li>
   Affluent Banking Relationship Managers
  </li>
  <li>
   Affluent Banking Unit Heads
  </li>
  <li>
   Affluent Banking-Sales &amp; Distribution Head
  </li>
  <li>
   County Product Team &ndash; Managed Investments
  </li>
  <li>
   Country CMPS team and dealing desk
  </li>
  <li>
   Country WM Lending team
  </li>
  <li>
   Country Credit Team
  </li>
  <li>
   Country Operations Team
  </li>
  <li>
   Country Insurance Team
  </li>
  <li>
   WM Proposition Team
  </li>
  <li>
   WRB Head
  </li>
  <li>
   WM &amp; Affluent Regional Head
  </li>
  <li>
   WM Advisory Team and Wealth Coach
   <br/>
   <br/>
  </li>
 </ul>
 External
 <br/>
 <br/>
 <ul>
  <li>
   Third Party Product Providers &ndash; Fund managers, Data Providers (Bloomberg/ Refinitiv) and Insurance providers
  </li>
  <li>
   Existing and Prospective Customers of the Bank
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Skills and Experience
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Understanding of Financial Markets
  </li>
  <li>
   Approach to Advisory &amp; Financial Planning
  </li>
  <li>
   Understanding of Asset Allocation &amp; Portfolio Construction
  </li>
  <li>
   Product Knowledge &ndash; Mutual Funds, Bonds, FX, Alternatives, Insurance, Leverage &amp; Overdraft, Equities, Alternatives, Commodities, Derivatives, Structured Notes and Cross Currency Lending
  </li>
  <li>
   Communication Skills
  </li>
  <li>
   Analytical and Computing Skills
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Qualifications
  <br/>
  <br/>
 </strong>
 Education Minimum Undergraduate
 <br/>
 <br/>
 Certifications CFA, CFP, PFP, CAIA, FRM OR CMT is preferred but not mandatory
 <br/>
 <br/>
 Languages English is mandatory and Arabic will be an added advantage
 <br/>
 <br/>
 <strong>
  About Standard Chartered
  <br/>
  <br/>
 </strong>
 We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.
 <br/>
 <br/>
 Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.
 <br/>
 <br/>
 <strong>
  Together We
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   <strong>
    Do the right thing
   </strong>
   and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
  </li>
  <li>
   <strong>
    Never settle,
   </strong>
   continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
  </li>
  <li>
   <strong>
    Are better together,
   </strong>
   we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  What we offer
  <br/>
  <br/>
 </strong>
 <strong>
  In line with our Fair Pay Charter,
 </strong>
 we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.
 <br/>
 <br/>
 <ul>
  <li>
   <strong>
    Core bank funding for retirement savings, medical and life insurance,
   </strong>
   with flexible and voluntary benefits available in some locations.
  </li>
  <li>
   <strong>
    Time-off
   </strong>
   including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
  </li>
  <li>
   <strong>
    Flexible working
   </strong>
   options based around home and office locations, with flexible working patterns.
  </li>
  <li>
   <strong>
    Proactive wellbeing support
   </strong>
   through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
  </li>
  <li>
   <strong>
    A continuous learning culture
   </strong>
   to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
  </li>
  <li>
   <strong>
    Being part of an inclusive and values driven organisation,
   </strong>
   one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Profile Description
  <br/>
  <br/>
 </strong>
 Standard Chartered Bank
</div>


Associate Director, Investment Advisor, Wealth Management

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