account manager

finance manager

relationship manager

warehouse manager

accounts manager

wealth management manager

Independent Resourcing Consultancy Ltd

A prestigious wealth management firm in Dubai is looking for a Wealth Management Administrator to provide administrative support for exceptional client service. The role involves managing client onboarding, maintaining records, and ensuring compliance with regulations. Candidates should have a degree in Finance or Business Administration and administrative experience in a financial services environment. This opportunity offers a dynamic work atmosphere and prospects for professional growth.

Wealth Management Administrator Dubai & Client Services

Emirates Investment Bank pjsc

<div>
 Job Purpose:This role is responsible for implementation and delivery of Wealth Management solutions and process initiatives. The job holder will act as the product and subject matter expert (SME) across multiple domains, collaborating with stakeholders, vendors, and IT to enhance Wealth Management systems and services. The position entails owning the backlog of requirements, defining user stories, managing delivery, and aligning with strategic business goals.
 
 Key Accountabilities:1) Business Analysis &amp; Requirement GatheringCapture and document detailed business and functional requirements from WM stakeholders.Analyze and interpret business requirements to guide solution development.Collaborate with technical teams to translate business needs into system functionality.Maintain a roadmap for system &amp; process enhancements in alignment with WM stakeholders.Act as process owner, overseeing prioritization and backlog grooming.3) Project &amp; Process CoordinationWork with operations and technology teams to enhance workflows, user experiences, and process automation.Ensure timely delivery of agreed initiatives by coordinating with internal teams and stakeholders.Provide transparency on process changes, risks, and dependencies.4) Controls &amp; oversightMaintain and oversee the maintenance of SOPs, Process documentation &amp; Operational guidelines.Contribute to internal &amp; external audits and support remediation actions5) Counterparty engagement &amp; IT collaborationLiaise with external counterparties, review services and delivery.Engage with internal IT teams to ensure clear understanding of requirements.Mitigate risks related to vendor/counterparty delays impacting project timelines.6) Product OwnershipDevelop a strong understanding of Wealth Management products and processes.Define and manage product vision, roadmap, and backlog.Create user stories and acceptance criteria in collaboration with stakeholders.Work across teams to deliver enhancements and drive continuous improvement.
 
 Experience &amp; Qualification:Experience &ndash;5-10 years of experience in private banking, wealth management operations, business support or middle office functionsExposure to governance frameworks, regulatory compliance, and technology and digital platforms.
 
 Qualification &ndash;Bachelor&rsquo;s degree in Business administration, Finance, Economics or related fields (Masters preferred)High proficiency in MS Office; knowledge of BI/Reporting tools is an advantageStrong communication and interpersonal skills
</div>

Manager (Projects & Transformation - 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

Commercial Bank of Dubai

Job Purpose: The Senior Manager, Wealth and Investment Products is responsible for overseeing the portfolio management, and strategic direction of wealth and investment products to meet client needs and drive revenue growth. This role requires a deep understanding of investment strategies, financial products, and client relationship management. The individual will work closely with senior leadership, product teams, and sales teams to implement competitive and compliant investment solutions that enhance the bank s wealth management portfolio. Principal Accountabilities: Product Development and Management Lead the lifecycle management of wealth and investment products, including mutual funds, fixed-income products and alternative investments. Identify market trends and client needs to create innovative investment solutions that align with the bank's strategic objectives. Collaborate with internal and external stakeholders, including asset managers, financial advisors, and third-party vendors, to deliver a competitive product suite. Strategic Planning and Execution Develop and implement strategic initiatives to drive product growth, increase client acquisition, and expand the bank s market share in wealth management. Monitor competitor offerings, regulatory changes, and market developments to keep the product lineup relevant and compliant. Channel Support and Training Partner with sales teams to promote wealth and investment products, providing training and insights to equip advisors and relationship managers with product knowledge and sales strategies. Create and update product materials, marketing collateral, and training modules to facilitate effective client engagement. Lead digital first agenda in collaboration with digital team Client Relationship Management Support high-value client relationships by offering expert insights into investment products and strategies, ensuring client needs are met and satisfaction is high. Act as a point of escalation for complex client inquiries and support sales teams in tailoring solutions for high-net-worth individuals (HNWIs). Risk and Compliance Management Ensure all investment products comply with regulatory standards and internal risk management policies. Conduct regular product reviews and audits to manage risk exposure, enhance performance, and uphold the bank s standards for product quality and compliance. Financial Analysis and Reporting Analyze product performance metrics, client feedback, and market data to drive continuous improvement and profitability. Prepare regular reports on product performance, trends, and strategic insights for senior management and stakeholders

Senior Manager, Wealth & Investment Products

Wallstreet JR Investment Advisor LLC

About Wall Street Jr. Investments Wall Street Jr. Investments is a Dubai-based portfolio and wealth management company committed to delivering disciplined, institutional-grade investment strategies to clients. With a vision to evolve into a next-generation private banking ecosystem, we combine global market expertise, innovative strategies, and a client-first approach. As we expand, we are looking for leaders who share our ambition to shape the future of wealth management in the region.The Role | Type: Full-Time | Immediate HiringWe are seeking an experienced Sales Manager to lead, develop, and oversee our growing sales team. The right candidate will bring strong experience in portfolio or wealth management, the ability to connect with high-net-worth clients, and a proven background in guiding teams toward ambitious growth targets. This is a leadership role that requires equal focus on strategy, people development, and client engagement.Key Responsibilities<ul><li>Lead and mentor the sales team to achieve and exceed performance goals.</li><li>Drive client acquisition strategies focused on high-net-worth individuals and institutional clients.</li><li>Build and maintain long-term relationships through trust and professionalism.</li><li>Train team members in consultative selling, wealth advisory, and portfolio management solutions.</li><li>Develop sales strategies aligned with company objectives and scaling aspirations.</li><li>Monitor performance metrics, set clear targets, and ensure consistent delivery.</li><li>Represent the company at client meetings, networking events, and industry forums.</li></ul>Requirements<ul><li>Strong knowledge of portfolio and wealth management solutions, with experience serving high-net-worth clients.</li><li>Excellent communication and presentation skills, with the ability to inspire trust and confidence.</li><li>Proven experience in handling high-value financial products or services.</li><li>Previous leadership role in portfolio management, wealth management, or financial services.</li><li>Demonstrated ability to manage, train, and grow a sales team.</li><li>Bachelor&rsquo;s or Master&rsquo;s degree in Finance, Business, or a related field.</li><li>Fluency in English; additional languages (Hindi, Arabic, etc.) are an advantage.</li></ul>What We Offer<ul><li>Attractive performance-based incentives and commissions.</li><li>A leadership role within a fast-scaling portfolio management company.</li><li>Access to institutional-grade financial tools, resources, and training.</li><li>A collaborative, merit-driven, and ambitious work culture.</li></ul>Job Type: Full-timePay: AED6,000.00 - AED7,000.00 per monthExperience:<ul><li>Sales Team Leading in UAE: 2 years (Preferred)</li></ul>

Sales Manager (Financial Services)

HSBC

<div><div><div><div>Some careers grow faster than others 
If you&rsquo;re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. 
HSBC International Wealth and Premier Banking (IWPB) are our new global business combining Retail Banking and Wealth Management. We help customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs around the world. 
We are currently seeking an ambitious individual to join our Onshore Private Banking team to provide a world class service to our most valuable clients. 
The working location for this position is HSBC Tower, Dubai, UAE. 
In this role, you will:<ul><li>
Be in charge of managing and developing a client&rsquo;s portfolio, participating in the Team&rsquo;s organization and ensuring appropriate administrative support.</li><li>
Provide full-service banking and all transactions to high-net-worth individual clients through the marketing of all appropriate company services.</li><li>
Establish new relationships and manage existing relationship in order to generate new AUM, Revenue and enhance ROTCP (return on total client position) and ROA (return on assets).</li><li>
Co-operate with platform manager to clear pending items, improve quality and resolve problems.</li><li>
In addition to establishing new client relationships, also manage the migration of clients from Premier Wealth into GPB HBME and ensures smooth transition to increase client retention and profitability.</li><li>
Effectively deliver the firm to the client by cross selling products such as mortgages, car loans etc.</li><li>
Grow revenue, increase AUM of portfolio and increase inflows of net new money (NNM), achieving growth by leveraging brand, channels and RM network.</li><li>
Work closely with other bank departments to maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators.</li><li>
Ensure follow-up on all risk and compliance issues (such as CCR, KYC, Compliance requests, Risk Management requests, Internal Audit requests).</li></ul></div></div></div><div><div><div> 
To be successful in the role, you should meet the following requirements: -
<ul><li>Strong customer focus and knowledge for high-net worth propositions and products.</li><li>
Proven track record in asset gathering, asset growth and revenue generation</li><li>
Excellent commercial and negotiation skills.</li><li>
In-Depth experience in relationship management in the private banking or wealth management sector.</li><li>
SCA qualification required.</li><li>
Graduation degree is required to secure a UAE Visa and Work Permit.</li></ul> 
You&rsquo;ll achieve more at HSBC. 
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. 
We believe diversity brings benefits for our customers, our business and our people. Different ideas and perspectives help us innovate, manage risk and grow the business in a sustainable way. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. 
Issued by The Hong Kong and Shanghai Banking Corporation Limited.</div></div></div></div>

Director, Private Banking

United States Citigroup

Citigold Private Client (CPC) and Citigold (CG) are key segments within Citi's Wealth franchise. In the UAE, these segments serve a growing client base of over 40,000 banking and wealth clients, and more than 180,000 cards and unsecured lending clients. We offer comprehensive wealth management solutions, from traditional banking and lending services to sophisticated managed investments and capital market access, delivered through both offshore and onshore platforms. Our client-centric approach combines personalized, high-touch service from dedicated bankers and product specialists with cutting-edge digital capabilities. As Head of CPC and CG for the UAE, you will lead and drive the growth of these key segments in a dynamic and competitive market. Reporting to the Head of Asia South Wealth and serving as a key member of the Asia South Wealth Management Team, you will be responsible for the overall profitability and performance of the CPC and CG segments in the UAE. This includes: Strategic Leadership: Overseeing the execution of the Asia South Wealth strategic plan within the UAE, collaborating with regional and global teams to ensure alignment and drive growth. Business Performance: Full accountability for delivering on business plans, including leading the front-office teams (client advisors and client servicing), growing Net New Investment Assets and revenues, managing expenses, and delivering on key performance indicators. Client Focus: Championing a client-centric culture and ensuring the delivery of best-in-class solutions and services that meet the evolving needs of our CPC and CG clients. Driving innovation and leveraging digital capabilities to elevate the client experience. Engaging clients at events or in meetings to deepen and build their relationship with Citi Wealth. Collaboration and Partnerships: Building and maintaining strong partnerships with key stakeholders across Citi, including Products, Wealth Continuum, Business Performance Office, Digital Growth, Wealth COO Office (including Data &amp; Analytics), Wealth Ops, Technology, Finance, Human Resources, Marketing, Legal, and Compliance. Risk and Control Management: Maintain strong relationships with regulatory bodies, ensure compliance with all applicable laws, regulations and internal policies. Foster a robust risk and control environment. Proactively identifying, assessing, and mitigating risks across all business activities. Protect and enhance Citi's brand and reputation. Leadership and Development: Engaging, building and managing a high-performing wealth management team, fostering a culture of collaboration, excellence, and client focus. Leading, mentoring, and coaching senior managers, fostering a strong culture of compliance, ethical conduct, and proactive risk management. Ensuring the team has the necessary resources and skill sets to succeed. Responsibilities: P&amp;L and Balance Sheet Responsibility: Drive asset and liabilities growth actions to strengthen and meet all balance sheet targets with respect to self-funding ratio, LCR, and other metrics. Drive sustainable business growth, growing Net New Investment Assets, growing revenues and profitability, offering differentiated customer value propositions and implementing an integrated digital and manned distribution platform which provides world class efficiency, experience and service quality to our customers. Strategy: Articulate and execute a compelling vision and business strategy to drive sustainable growth for the CPC and CG segment across UAE, ensuring cluster and global alignment of objectives, in co-operation with key stakeholders. Communicate the vision of the future to motivate and engage all levels of staff and give them a clear understanding of where their work fits into the big picture. Drive the strategic priorities and vision for CPC and CG in UAE. Drive Wealth Advisor and Client Digital/Mobile strategies for CPC and CG segments. Drive the planning and execution of the CPC and CG Technology Book of Work in UAE. Customer Franchise Growth Always ensure audit readiness and strong controls and secure successful internal and external audit results. People Management: Manage the organization with the right structure and right people to deliver business results. Recruit, retain and develop talent across all key leadership positions, with a strong mix of local and international high potential future leaders. Execute the Client Advisor growth plans, delivering the agreed front line capacity to service CPC and CG clients as well as the growth targets. Strategically develop talent with on-the-job training, stretch assignments, formal leadership programs and other actions. Be a coach and mentor and develop managerial skills of direct reports into high quality managers. Take ownership of the managed team and ensure Citi people management practices are implemented to ensure an excellent employee experience across the employee life cycle. Support the Wealth career path strategies, which includes driving the Wealth Talent Continuum actions, Training &amp; Development activities and the execution of the Total Rewards firm s strategy. Qualifications Proven track record as a senior leader in key aspects of business management (strategy, sales, people leadership, financial performance, risk &amp; controls). 15+ years of relevant strategic and operational work experience. Proven track record in leading transformation and change, and ability to materially change business trajectory. Extensive knowledge of consumer bank and wealth management products, services, and markets and understanding of the competitive landscape for the Affluent and High Net Worth Segments in the country.

Head of Citigold Private Client

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