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NamasteAi

<div>
 
 
 Job Title:
 
 Wealth Manager
 
 
 
 Location:
 
 Dubai, United Arab Emirates
 
 
 
 Experience Level:
 
 3-4 Years (Open to Senior profiles as well with experience of 4 years &amp; above)
 
 
 
 Mandatory Requirement:
 
 Candidates Applying for this role are required to have an active clientele.
 
 
 
 
 
 
 Job Overview:
 
 
 
 We are seeking a motivated and experienced Wealth Manager with 3-4 years of experience to join our team. The ideal candidate will provide clients with comprehensive financial advice and planning services, helping them achieve their financial goals and secure their financial futures. The Wealth Manager will work closely with clients to understand their financial needs and develop personalized strategies that cover investments, insurance, etc.
 
 
 
 
 
 
 Key Responsibilities:
 
 
 
 
 Client Acquisition and Business Development:
 
 
 <ul>
 <li>
 Actively prospect for new clients through networking, referrals, and personal outreach.
 </li>
 <li>
 Maintain and grow a client base by providing excellent service and developing trust-based relationships.
 </li>
 <li>
 Continuously seek opportunities to cross-sell additional financial products and services.
 </li>
 </ul>
 
 
 
 
 
 Client Relationship Management:
 
 
 <ul>
 <li>
 Establish and maintain long-term relationships with clients by providing personalized financial advice.
 </li>
 <li>
 Conduct in-depth assessments of clients&rsquo; financial situations, including income, expenses, liabilities, and risk tolerance.
 </li>
 </ul>
 
 
 
 
 
 Financial Planning and Strategy:
 
 
 <ul>
 <li>
 Offer guidance on investment strategies, including asset allocation, portfolio management, and risk mitigation.
 </li>
 <li>
 Regularly review and update financial plans to reflect changes in the client's life or market conditions.
 </li>
 </ul>
 
 
 Investment and Product Knowledge:
 
 
 <ul>
 <li>
 Educate clients on a range of financial products that we provide.
 </li>
 <li>
 Recommend appropriate investment products based on clients' goals.
 </li>
 </ul>
 
 
 
 
 
 Regulatory Compliance and Risk Management:
 
 
 <ul>
 <li>
 Ensure all advice and product recommendations comply with industry regulations and company policies.
 </li>
 <li>
 Keep up to date with changes in financial laws and regulations to maintain compliance.
 </li>
 <li>
 Maintain accurate client records, including financial plans, recommendations, and ongoing communication.
 </li>
 </ul>
 
 
 
 
 
 Qualifications and Skills:
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in Finance, Business, or a related field.
 </li>
 <li>
 
 3-4 years of experience
 
 as a Wealth Manager or in financial planning, investment advisory, or wealth management.
 </li>
 <li>
 Professional certifications such as
 
 Certified Financial Planner (CFP)
 
 ,
 
 Chartered Financial Analyst (CFA)
 
 ,
 
 Chartered Financial Consultant (ChFC)
 
 are preferred.
 </li>
 <li>
 Strong knowledge of financial products &amp; investment strategies.
 </li>
 <li>
 Excellent interpersonal and communication skills, with the ability to explain complex financial concepts in a clear, concise manner.
 </li>
 <li>
 Proven ability to develop and implement personalized financial plans.
 </li>
 <li>
 Expertise in the investment and banking sector will be considered an advantage.
 </li>
 </ul>
 
 
</div>

Wealth Manager

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

JIGSAW HR CONSULTANTS FZE

Job Summary:We are seeking a highly motivated and client-focused Wealth Management professional to join our growing team. The successful candidate will be responsible for building, managing, and maintaining client relationships while providing tailored investment solutions, financial planning, and advisory services to high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs). Develop and maintain long-term relationships with clients, understand their financial needs, goals, and risk tolerance.• Provide comprehensive wealth management services including investment advisory, estate planning, tax optimization, and retirement planning.• Proactively manage and grow a book of business through client referrals, networking, and internal lead sources.• Conduct portfolio reviews, asset allocation, and periodic performance reporting for clients.• Collaborate with internal specialists (e.g., investment research, legal, tax advisors) to provide holistic solutions.• Ensure compliance with regulatory requirements and internal policies.• Maintain up-to-date knowledge of financial markets, products, and industry trends.__________

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

Michael Page

The Wealth Manager will play a pivotal role in acquiring new Ultra High Net Worth (UHNW) and family office clients, primarily across the MENA region and the Indian Subcontinent.This position involves promoting the firm's global investment advisory and family office services, as well as its discretionary asset management offering.The Director will collaborate with senior leadership to develop acquisition strategies, maintain client pipelines, and contribute to investment discussions.Key Responsibilities:<ul><li>Drive new client acquisition with a target of USD 100 million in AUM annually (minimum USD 10 million per relationship).</li><li>Develop and maintain a robust client and prospect pipeline.</li><li>Ensure compliance with KYC and local regulatory requirements.</li><li>Support marketing and brand-building initiatives for the DIFC business.</li><li>Contribute to investment meetings with market reviews and ideas.</li></ul>

SS&C Advent

SS&amp;C WIT (Formerly SS&amp;C Advent) is an independent business unit of SS&amp;C Technologies and a leading provider of award-winning software and services for the investment management industry worldwide. Our 4000+ clients across 50+ countries include asset managers, wealth managers, banks, family offices, fund managers, fund administrators and prime brokers. Our solutions streamline their processes for portfolio management, trading and order management, compliance, portfolio accounting, performance analytics, reporting and more. To meet the growing demand for our Investment management, trading and accounting solutions, we are seeking a Sales Manager to be based in our offices in Dubai, DIFC, United Arab Emirates. The Sales Manager will be a key member of SS&amp;C Advent s sales team targeting wealth and asset management organizations such as discretionary or advisory wealth managers, private banks, single and multi-family office, private investment office, SWF's, fund distributors and asset managers in the UAE Region. What You Will Get To Do: <ul> <li>Work with Regional Sales Director in the generation of new business software license sales.</li> <li>Work closely with the solution consultancy team to assist them with all presales requests and management of the team approach.</li> <li>Qualify leads and build a pipeline of qualified prospects.</li> <li>Drive and manage sales cycles of SS&amp;C Advent solutions from start to finish, i.e. from lead generation to close.</li> <li>Organize and conduct client meetings, presentations and workshops and understand key requirements through consultative sales analysis, convert needs analysis into full software demonstrations, working in conjunction with the solution consultancy team.</li> <li>Work out client proposals (software solution, services plan and commercial terms.</li> <li>Communicate deal information to management, accurately forecast pipeline, manage revenue recognition issues and deal closure.</li> <li>Conduct business research on prospects, opportunities, competitors and segments and come up with and execute a comprehensive new-business acquisition strategy.</li> <li>Own and drive business development activities, such as working with the consultant influencer and selection companies. Partner up with the marketing team to develop plans for brand awareness and consistent lead generation.</li> <li>Support the regional team and lead relationships with key external partners and influencers in relevant market spaces.</li> <li>Represent the company at relevant industry events and conferences.</li> <li>Sharing insights and deal-related actionable recommendations for product enhancements</li> <li>Internally, this role will actively interact with various cross-functional team members including Solution Consultants, Professional Services, other members of the Sales team, Legal, Accounting, Operations, Data Specialists, Product Managers, Marketing and various members of Senior Management. You will need to effectively leverage internal relationships within the organization to help advance deals through the pipeline.</li> <li>Record and track sales activities on Salesforce.</li> </ul>

Regional Sales Manager - MENA

LACASA Architects and Engineering Consultants

<div>
 
 We are looking for an experienced, driven
 
 Site Mechanical Engineer
 
 , with a wealth of industry knowledge. To ensure success, the ideal candidate should be comfortable on-site visits, and attending site meetings and inspections.
 
 
 The successful candidate will be able to effectively communicate ideas, make recommendations and negotiate project details with their team, Contractors, and Clients.
 
 
 
 
 
 To be considered for the Site Mechanical Engineering positions, candidates will possess the following:
 
 <ul>
 <li>
 A minimum total of 4 (four) years experience working in a Consultant/Construction firm within the mechanical engineering field, including experience in residential, commercial, hospitality, and mixed-use projects
 </li>
 <li>
 Bachelor's Degree Holder (Mechanical Engineering)
 </li>
 <li>
 Proficiency in CAD software (SolidWorks, AutoCAD, etc.)
 </li>
 <li>
 Strong understanding of engineering principles
 </li>
 <li>
 Excellent problem-solving skills and attention to detail
 </li>
 <li>
 Strong communication and teamwork skills
 </li>
 <li>
 Ability to manage multiple projects and meet deadlines
 </li>
 </ul>
 
 
 
</div>

Mechanical Site Engineer

Explore 9311+ Wealth management consultant in Dubai United Arab Emirates this November. Find roles across top companies and apply now to boost your career.

9311 wealth management consultant jobs IN Dubai United Arab Emirates

Wealth Manager

Pre-Sales Manager - Wealth Management

Wealth Management

Wealth Advisor

Wealth Manager

Regional Sales Manager - MENA

Mechanical Site Engineer