wealth management manager

The Family Office Company BSC (c)

<div>
 Are you ready to make an impact in the world of private wealth? We&rsquo;re looking for a
 
 Wealth Manager
 
 who thrives on building meaningful relationships with High-Net-Worth Individuals (HNWIs) and delivering tailored investment solutions that inspire trust and long-term success.
 
 
 
 What You&rsquo;ll Do
 
 
 
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 Advise &amp; Connect: Understand client goals, review portfolios, and craft strategies that evolve with their ambitions.
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 Grow Your Network: Engage HNWIs through referrals, events, and digital channels&mdash;turn connections into lasting partnerships.
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 Deliver Excellence: Present bespoke investment proposals and ensure seamless onboarding and service.
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 Stay Ahead: Keep up with global investment trends and share insights that shape strategy.
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 Collaborate: Work with a high-performing team, share best practices, and contribute to collective success.
 
 
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 </ul>
 
 What We&rsquo;re Looking For
 
 
 
 <ul>
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 Education: Bachelor&rsquo;s in Finance, Economics, or Business (CFA or postgraduate degree preferred).
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 Experience: 5&ndash;10 years in Wealth Management, Private Banking, or similar advisory roles.
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 Certifications: CMA Kuwait Rules and Regulations required; CISI, CFA, FRM, or equivalent is a plus.
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 Skills:Strong relationship-building and commercial drive
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 Fluent in Arabic and English
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 Digital savvy and MS Office proficiency
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 Sales experience in investment products is a bonus
 
 
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 </ul>
 
 Why You&rsquo;ll Love This Role
 
 
 
 You&rsquo;ll join a forward-thinking environment where innovation meets client-centric excellence. If you&rsquo;re passionate about wealth management and ready to elevate your career, this is your moment.
 
 
 📩
 
 Apply Today
 
 and start shaping the future of wealth.
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Wealth Manager

Inspire Selection

Overview The Role Our banking client is looking for an experienced Wealth Management Relationship Manager to join their team in Abu Dhabi. In this role, you will be responsible for nurturing and expanding relationships with key UHNW clients, providing personalized financial advice, and delivering comprehensive solutions. Responsibilities <ul> <li>Manage and grow a portfolio of HNW and UHNW clients.</li> <li>Cultivate long-term relationships through excellent service and proactive engagement.</li> <li>Understand client goals and offer tailored wealth management solutions, including investment products, wealth management services, and financial planning.</li> <li>Collaborate with our team of specialists to ensure a seamless and holistic client experience.</li> <li>Stay current with market trends and financial products to provide informed advice.</li> </ul> Requirements <ul> <li>Degree educated in Finance or similar qualification.</li> <li>Industry certifications such as CISI are an advantage</li> <li>An established client portfolio of HNW and UHNW clients in the UAE is essential.</li> <li>Proven experience as a Relationship Manager within a bank or similar financial institution.</li> <li>Strong knowledge of investment products, wealth management strategies, and private banking services.</li> <li>Excellent communication and interpersonal skills.</li> <li>A client-focused mindset with a commitment to building lasting relationships.</li> </ul> About the company Inspire Selection is an award winning recruitment agency, headquartered in Dubai which recruits across the Middle East region. We employ highly knowledgeable, professional consultants who are experts in connecting the right people with the right opportunities. Our reputation has been built upon our honesty, integrity and our ability to source candidates of the highest calibre right across our specialist sectors. As a result, we are recruitment partners to a wide spectrum of organisations - from leading blue chip companies to smaller, local businesses. Sectors we cover include HR, Administration, Finance & Accounting, Legal, Sales & Marketing including Digital Marketing, IT, Oil / Gas / Energy, Engineering, Procurement, Manufacturing, Higher Education.

Wealth Relationship Manager

Comspark Innov & Infra

Job Description: Wealth Consultant (Advent &amp;amp; Prospero Expertise)Role OverviewThe Consultant will lead the development and enhancement of wealth management solutions, focusingon applications such as Advent and Prospero. This role demands deep domain knowledge in wealth andinvestment operations, strong stakeholder engagement, and the ability to translate business needs intotechnical deliverables.Key Responsibilities&#61623; Define the product vision and roadmap for wealth platforms including Advent and Prospero.&#61623; Collaborate with stakeholders across Wealth Tribe, Investment Operations, and IT to gather andprioritize requirements.&#61623; Own the product backlog and ensure alignment with strategic goals and regulatoryrequirements (e.g., CPF Annual Regulation, Islamic proposition, ECM integration).&#61623; Lead Agile ceremonies and ensure timely delivery of features such as SIP workflows, tradesettlement automation, and incremental load enhancements.&#61623; Coordinate with vendors for onboarding, Solutioning, and production support across Advent andProspero platforms.&#61623; Monitor platform performance and resolve issues related to tactical VAT invoicing, tradeexecution, and fee accruals.Required Skills &amp;amp; Experience&#61623; Proven experience in the Wealth Management domain, preferably within banking or financialservices.&#61623; Hands-on experience with Advent and Prospero applications. Preferable to know the completeworking of the application life cycles.&#61623; Strong understanding of investment products, portfolio types, and regulatory frameworks (e.g.,FINMA, CPF)&#61623; Technical proficiency in managing integrations, incremental data loads, and platformdependencies&#61623; Excellent communication and stakeholder management skills, with a track record of cross-functional collaborationPreferred Qualifications&#61623; Bachelor's or Master&rsquo;s degree in Finance, Business, or Information Technology.&#61623; Certifications in Agile/Scrum methodologies&#61623; Certifications in Wealth/ Investment Banking&#61623; Experience with vendor engagement for wealth platforms.Job Types: Full-time, PermanentPay: AED18,000.00 - AED20,000.00 per month

Al Hodood Technologies 

We are seeking an experienced Relationship Manager &ndash; Wealth Management to manage and grow a portfolio of High-Net-Worth (HNI) and Non-Resident Indian (NRI) clients. The ideal candidate will have strong expertise in investment advisory, portfolio management, and financial planning, along with a solid understanding of UAE Securities and Commodities Authority (SCA) regulations.This role requires a proactive professional who can deliver high-quality advisory, drive AUM growth, and build long-term relationships in a competitive financial market.Key Responsibilities<ul><li>Manage and grow a portfolio of HNI/NRI clients, ensuring high levels of client satisfaction and retention.</li><li>Provide investment advisory across asset classes including equities, fixed income, structured products, mutual funds, offshore products, and insurance solutions.</li><li>Conduct risk profiling, develop tailored financial plans, and ensure suitability of all recommended products.</li><li>Ensure full compliance with UAE SCA regulations, internal policies, and all regulatory requirements.</li><li>Acquire new clients through networking, referrals, and business development strategies.</li><li>Prepare and present portfolio reviews, performance updates, and investment recommendations.</li><li>Achieve AUM, revenue, and sales targets consistently.</li></ul>Requirements<ul><li>8+ years of experience in Wealth Management, Private Banking, or Investment Advisory.</li><li>Proven track record managing HNI/NRI portfolios in the UAE or GCC.</li><li>Strong knowledge of UAE SCA rules, compliance standards, and investment suitability guidelines.</li><li>Excellent understanding of financial markets and investment products.</li><li>Outstanding communication, relationship-building, and negotiation skills.</li><li>Ability to work independently and manage high-value clients with discretion and professionalism.</li><li>Bachelor&rsquo;s degree in Finance, Business, Economics, or related field (professional certifications like CFA, CFP, CISI are an advantage).</li></ul>What We Offer<ul><li>Competitive salary + performance-based incentives</li><li>Health insurance and standard UAE benefits</li><li>Strong platform for growth within a leading financial institution</li><li>Access to premium investment products and research</li></ul>Job Type: Full-timePay: AED10,000.00 - AED20,000.00 per month

Relationship Manager – Wealth Management (HNI/NRI)

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
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Manager (Projects & Transformation - Wealth Management)

Smart Money Finserv

JOB PROFILE :We are seeking dynamic and motivated individuals to join our team as Part-Time Insurance Wealth Managers under our Wider Insurance Network initiative from. This role offers an excellent opportunity to build a career in the insurance and wealth management sector while enjoying flexible working hours plus insentive based compensation.As a Insurance Wealth Managers Associate, you will be responsible for promoting and selling life insurance products, building client relationships, and contributing to market expansion through wider distribution.ELIGIBILITY CRITERIA:<ul><li>Age: 18 to 60 years</li><li>Minimum Qualification: 10th Pass</li><li>Valid PAN Card</li><li>Valid Aadhaar Card</li><li>Active Bank Account</li></ul>SKILLS REQUIRED:<ul><li>Strong communication and interpersonal skills</li><li>Sales and persuasion abilities</li><li>Customer relationship management</li><li>Basic understanding of insurance and financial products</li><li>Self-motivated and target-oriented</li><li>Ability to work independently</li><li>Basic computer literacy</li><li>Proficiency in local/regional language preferred</li></ul>KEY RESPONSIBILITIES:<ul><li>Identify and approach potential customers for life insurance products</li><li>Explain insurance policies, benefits, and features to prospective clients</li><li>Generate leads and convert them into sales</li><li>Maintain strong relationships with existing clients and provide post-sales service</li><li>Achieve monthly/quarterly sales targets as assigned</li><li>Complete mandatory training programs</li><li>Comply with company policies, code of conduct, and regulatory requirements</li><li>Maintain accurate records and documentation in the Siddhi system</li><li>Participate in team meetings and training sessions as required</li><li>Stay updated on new products, market trends, and industry developments</li></ul>ADDITIONAL CANDIDATE PREFERENCES:<ul><li>Experience: Freshers are welcome; prior experience in sales, insurance, or financial services is an advantage</li><li>Professional Background: Candidates with experience in customer-facing roles, direct sales, or financial advisory will be preferred</li><li>Educational Background: Graduates or those with higher education in Commerce, Business, or related fields preferred but not mandatory</li><li>Location: Candidates should be willing to work in their designated territory/branch area</li><li>Availability: Should be able to dedicate minimum working hours as per business requirements</li><li>Integrity: Candidates with a clean professional record; no prior terminations or disciplinary actions</li><li>ESIC &amp; UAN Details: If previously employed, candidates should provide ESIC and UAN numbers</li></ul>Job Type: Part-timePay: &#8377;12,000.00 - &#8377;300,000.00 per yearExpected hours: No less than 4 per weekBenefits:<ul><li>Flexible schedule</li></ul>Work Location: In person

Insurance Wealth Manager ( PART TIME)

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Insurance Wealth Manager ( PART TIME)