wealth management manager

Oceano Apex LLC

Job Title: Client Relationship Manager (Wealth Management)Company: Oceano Apex LLCLocation: Meydan Grandstand, 6th floor, Meydan Road, Nad Al Sheba, Dubai, UAEEmployment Type: Full-TimeAbout Us:Oceano Apex LLC is a dynamic and forward-thinking wealth management startup based in Dubai. We are committed to providing tailored investment solutions and financial advisory services to a diverse portfolio of High Net Worth Individuals (HNIs). As a growing company, we are seeking passionate and driven individuals who thrive in a startup environment and are ready to contribute to our ambitious growth plans.Job Overview:We are looking for a fresher which is highly motivated Client Relationship Manager (Wealth Management) with a strong command of the Dubai financial market and proven knowledge in handling HNI clients. The ideal candidate will play a critical role in sourcing, engaging, and managing key client relationships while providing them with superior investment advisory services.Key Responsibilities:Identify, connect with, and onboard High Net Worth Individuals (HNIs) in the UAE, especially Dubai.Develop and maintain long-term client relationships by offering personalized wealth management services.Provide financial planning, investment advisory, and portfolio management services tailored to client needs.Monitor market trends, investment instruments, and regulatory changes to recommend suitable products.Collaborate with internal teams to design and implement strategic client acquisition initiatives.Represent Oceano Apex LLC at networking events, industry conferences, and client meetings.Maintain confidentiality and ensure all client interactions comply with local financial regulations.Qualifications &amp; Skills:Bachelor&rsquo;s degree in Finance, Business Administration, Economics, or related field (CFA, CFP is a plus).Minimum 3+ years of experience in wealth management, private banking, or financial advisory roles and fresher can also apply.Strong understanding of investment products, financial markets, and wealth management principles.Excellent communication, negotiation, and interpersonal skills.Demonstrated experience in managing HNI clients in the UAE.Ability to work independently in a startup environment with a growth mindset.Fluency in English is mandatory; Arabic proficiency is an advantage.What We Offer:Competitive salary and performance-based incentives.Opportunity to be part of a fast-growing startup with a collaborative culture.A chance to build your own client portfolio and grow within the company.Exposure to high-value clients and innovative financial products.Job Type: Full-timeJob Type: Full-timePay: AED3,000.00 - AED4,000.00 per month

Client Relationship Manager (Wealth Management)

Confidential

<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
 
 
 <ul>
 <li>
 
 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.
 </li>
 <li>
 
 Deliver Excellence:
 
 Present bespoke investment proposals and ensure seamless onboarding and service.
 </li>
 <li>
 
 Stay Ahead:
 
 Keep up with global investment trends and share insights that shape strategy.
 </li>
 <li>
 
 Collaborate:
 
 Work with a high-performing team, share best practices, and contribute to collective success.
 </li>
 </ul>
 
 
 
 
 
 What We&rsquo;re Looking For
 
 
 <ul>
 <li>
 
 Education:
 
 Bachelor&rsquo;s in Finance, Economics, or Business (CFA or postgraduate degree preferred).
 </li>
 <li>
 
 Experience:
 
 5&ndash;10 years in Wealth Management, Private Banking, or similar advisory roles.
 </li>
 <li>
 
 Certifications:
 
 CMA Kuwait Rules and Regulations required; CISI, CFA, FRM, or equivalent is a plus.
 </li>
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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
 </li>
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 Sales experience in investment products is a bonus
 </li>
 </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.
 
</div>

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

Goldman Sachs

<div>
 
 Job Description
 
 
 
 
 Asset &amp; Wealth Management, US Deposits Intelligent Automation, Analyst, Bengaluru
 
 
 
 
 Job Description
 
 
 
 Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
 
 
 
 Your Impact
 
 
 
 As an Intelligent automation Analyst you will be responsible for designing, developing, and implementing robotic process automation and workflow solutions to improve business operations. You will collaborate with various stakeholders to understand pain points, develop requirements, develop, test, and put solutions to production. You will also play a vital role in upholding the three Operations principles of client focus, process innovation and risk management. This role will directly report to the Intelligent automation team lead/program manager for US Deposits.
 
 
 
 Responsibilities
 
 
 
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 Analyze business processes for Automation Opportunities and design process solutions using continuous improvement principles. Leverage the Eliminate, Simplify and Automate thought process.
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 Design, develop, and implement RPA (Robotic Process Automation) solutions using tools/ programming languages such as Automation Anywhere, Power Automate and Python.
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 Develop and manage process and control environments (inventory and maps) for deposits operations.
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 Adhere to software development best practices, including governance, development, testing, go-live readiness, training, and post-production support.
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 Identify gaps and risks in automation solutions and take appropriate action/escalation
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 Obtain necessary change advisory board approvals, assess the impact of change across the business and ensure production readiness
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 Maintain up to date inventory of business policies and procedures and develop and maintain current and target operating models to drive process efficiencies and risk controls.
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 Collaborate effectively with stakeholders and team members, demonstrating strong organizational skills and the ability to manage competing priorities.
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 Exhibit a positive attitude, strong drive, and the ability to work independently in a fast-paced, team-oriented environment.
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 Bachelor's degree in computer science, Engineering, or a related technical field. In lieu of the undergraduate degree in required field, significant coding and full-scale RPA implementation is required
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 2-3 years of demonstrable experience in RPA full life cycle implementations.
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 Proven analytical skills and problem-solving ability, demonstrated through past quantitative or model-building roles.
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 Hands-on experience with RPA tools like Automation Anywhere, Power Automate or other Industry automation tools.
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 Experience with REST APIs.
 </li>
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 Familiarity with process engineering tools (e.g., Signavio, Visio).
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 Meticulous attention to detail with strong drive, with the ability to work independently in a fast-paced environment.
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 Proficiency in SQL or similar database query languages
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 Knowledge of BI tools such as Alteryx, Power BI, or QlikView.
 </li>
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 Experience with Python/R for automation is a plus.
 </li>
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 Experience with VBScript and Excel macros, and advanced Excel using VBA is a plus.
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 
 Preferred qualifications:
 
 
 
 <ul>
 <li>
 Experience with banking and financial services, specifically savings, CDs, and retirement products.
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 Knowledge of regulatory compliance aspects with government guidance and requirements.
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 Demonstrated experience in assessing and designing business processes.
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 Six Sigma and Lean certification.
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 Advanced business analysis experience.
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 Prior process engineering experience.
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 Experience with agile project delivery methods, concepts, and tools (e.g., JIRA, Confluence).
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 Experience with InfoPath and SharePoint Designer.
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 Experience developing workflows.
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 Experience working with Process Mining and Machine Learning.
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 </ul>
</div>

Asset & Wealth Management-Product Management-Analyst-Bengaluru

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

Nomura

<div>
 
 
 Nomura Overview:
 
 
 
 
 
 
 Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East &amp; West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit www.nomura.com.
 
 
 
 
 
 Nomura Services, India supports the group&rsquo;s global businesses. With world-class capabilities in trading support, research, information technology, financial control, operations, risk management and legal support, the firm plays a key role in facilitating the group&rsquo;s global operations.
 
 
 
 
 
 At Nomura, creating an inclusive workplace is a priority. Our approach to inclusion encompasses a variety of initiatives, including sensitization campaigns, implementing conducive policies &amp; programs, providing infrastructure support and engaging in community events. Over time, we have made meaningful progress in these areas, and this commitment has been well-recognized across the industry. We are proud recipients of the prestigious Top 10 Employers award by the India Workplace Equality Index (IWEI), IWEI Gold Employer of Choice awards, India CSR Leadership Award 2024 for Holistic Village Development Program and the YUVA Unstoppable Changemaker Awards.
 
 
 
 
 
 
 Division Overview:
 
 
 
 
 
 
 Nomura International Wealth Management (IWM) have more than 50 years of experience delivering value to our high-net-worth clients in Asia. Our commitment to deliver bespoke solutions is paired with judicious planning, coupled with Asia insight to meet clients&rsquo; wealth planning and investment goal objectives.
 
 
 
 
 
 Nomura IWM have access to both global and regional investment opportunities across multiple asset classes - fixed income and equity securities, including currencies, interest rates and credit in cash, derivatives and structured products. IWM will take advantage of Nomura&rsquo;s research-based advice, strong execution capabilities and bespoke solutions that leverage our global expertise in Global Markets, Investment Banking, Asset Management and other affiliates.
 
 
 
 
 
 IWM rolls up to Nomura&rsquo;s Wholesale division along with Global Markets (GM) and Investment Banking (IBD).
 
 
 
 
 
 
 
 
 
 Business Unit Overview:
 
 
 
 
 
 
 This role is within the IWM Client Experience - Front Office (CE-FO) domain that focuses on enhancing client experience, reducing operational risk, and improving front office efficiency. The team plays a strategic role in delivering client-facing initiatives and works closely with Business Management, IPAS, Operations, Compliance and Technology teams to implement solutions that improve client service delivery and operational efficiency.
 
 
 
 
 
 
 
 
 
 What We Offer:
 
 
 
 
 
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 We support employee wellbeing by ensuring a sense of purpose and belonging.
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 We offer a comprehensive range of wellbeing services which allows employees to get access to the assistance they need at any point in their wellbeing journey.
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 Our bespoke benefits support employees and their family&rsquo;s holistic wellbeing and are inclusive of diverse identities and family structures.
 </li>
 </ul>
 
 
 
 
 
 
 
 
 Position Specifications:
 
 
 
 
 
 
 
 Corporate Title:
 
 Associate
 
 
 
 Experience:
 
 2 - 5 years of relevant experience
 
 
 
 Qualification:
 
 Bachelor's degree in Business, Finance, Economics, Data Science, or a related field; MBA or relevant master's degree is a plus
 
 
 
 
 
 
 Role &amp; Responsibilities:
 
 
 
 
 
 
 Role:
 
 <ul>
 <li>
 We are seeking an experienced and dynamic Business Analyst to join our Wealth Management Business Transformation team.
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 <li>
 In this pivotal role, you will be at the forefront of driving change and innovation within our wealth management division, working on high-impact projects that shape the future of our business around client experience.
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 You will be required to assist in driving efficiency initiatives to improve client experience, reduce operational risk and reduce hours and efforts.
 </li>
 </ul>
 
 
 
 
 Responsibilities:
 
 
 
 
 
 
 Initiative Management
 
 
 <ul>
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 Drive and coordinate Client Experience Improvement Initiative
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 Lead digital platform for Soft Token Implementation &amp; migration
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 Manage Front Office Efficiency Initiative
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 Oversee Fee Schedule Updates
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 Execute Client Experience Improvement Projects
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 Manage Complete BM Change Implementation
 </li>
 </ul>
 
 
 Business Analysis and Documentation
 
 
 <ul>
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 Engage with stakeholders to gather, analyse, and document business requirements.
 </li>
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 Translate requirements into functional specifications, user stories, and actionable solutions.
 </li>
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 Perform data analysis, gap analysis, and impact assessments for process and system improvements.
 </li>
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 Facilitate workshops/meetings to drive consensus and solution design.
 </li>
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 Collaborate with developers to ensure business&ndash;IT alignment.
 </li>
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 Support testing, validation, training, and issue resolution for new or enhanced systems.
 </li>
 <li>
 Lead User Acceptance Testing for digital banking/CE-FO initiatives.
 </li>
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 Define UAT scope, objectives, success criteria, and create test plans, cases, and scripts.
 </li>
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 Coordinate testers and stakeholders, manage UAT execution, defect resolution, and reporting.
 </li>
 <li>
 Facilitate kick-offs, status meetings, and post-mortems.
 </li>
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 Track progress, escalate risks/issues, and provide UAT sign-off upon meeting quality standards.
 </li>
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 Assist in project planning, scheduling, tracking, and reporting across CE-FO initiatives.
 </li>
 <li>
 Maintain project documentation, including timelines, minutes, and dashboards.
 </li>
 <li>
 Support resource allocation, budget tracking, and risk/issue management.
 </li>
 <li>
 Coordinate stakeholder engagement and cross-team alignment.
 </li>
 <li>
 Provide administrative and governance support to project/program managers.
 </li>
 </ul>
 
 
 
 
 
 Process Improvement
 
 
 <ul>
 <li>
 Identify opportunities for automation
 </li>
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 Reduce manual workload
 </li>
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 Streamline client service processes
 </li>
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 Enhance operational efficiency
 </li>
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 Implement best practices
 </li>
 </ul>
 
 
 Risk Management
 
 
 <ul>
 <li>
 Ensure regulatory compliance
 </li>
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 Enhance data integrity
 </li>
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 Address system exceptions
 </li>
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 Improve control accuracy
 </li>
 <li>
 Monitor and report on risk metrics
 </li>
 </ul>
 
 
 
 
 
 Mind Set:
 
 
 
 
 
 <ul>
 <li>
 Strong understanding of client experience and front office operations in wealth management
 </li>
 <li>
 Experience in business analysis and project management
 </li>
 <li>
 Knowledge of client reporting systems and digital platforms
 </li>
 <li>
 Strong stakeholder management and communication skills
 </li>
 <li>
 Excellent analytical and problem-solving capabilities
 </li>
 <li>
 Project coordination and execution skills
 </li>
 <li>
 Proficiency in MS Office Suite (especially Excel and PowerPoint)
 </li>
 <li>
 Experience with workflow management tools (e.g., JIRA)
 </li>
 <li>
 Prior experience in Wealth Management space
 </li>
 <li>
 Experience with client statement and fee schedule implementations
 </li>
 <li>
 Knowledge of authentication systems and digital platforms
 </li>
 <li>
 Understanding of regulatory requirements in banking
 </li>
 <li>
 Experience in process improvement and automation initiatives
 </li>
 <li>
 Prior experience in strategy roles would be an added advantage
 </li>
 </ul>
 
 
 
 
 
 We are committed to providing equal opportunities throughout employment including in the recruitment, training and development of employees. We prohibit discrimination in the workplace whether on grounds of gender, marital or domestic partnership status, pregnancy, carer&rsquo;s responsibilities, sexual orientation, gender identity, gender expression, race, color, national or ethnic origins, religious belief, disability or age.
 
 
 
 
 
 
 
 
 
 
 *Applying for this role does not amount to a job offer or create an obligation on Nomura to provide a job offer. The expression "Nomura" refers to Nomura Services India Private Limited together with its affiliates.
 
 
 
 
 
 
 
 *The benefits are subject to change and will be in accordance with Company&rsquo;s policies as may be applicable from time to time).
 
 
</div>

International Wealth Management - Business Management – Analyst / Associate

NJR Recruitment

Wealth Management Assistant Coventry/Hybrid working (MUST be a driver) Salary up to £40,000 NJR is currently working with a well-established Wealth Management practice who provide a professional and bespoke Wealth Management service to their Private Client's, Business Owners, Trustees and Sports professionals and now have an excellent opportunity for an ambitious Wealth Management Executive to join their highly successful practice. The purpose of the role will be to provide administrative support to the Principal Partner to ensure that the relationships between the Practice and Private clients can be optimised. Maintain existing business with current clients, grow business relationships with current clients, and assist in bringing new clients on board. To support the Principal Partner when informing and advising clients on the financial strategies, plans and products, and organise the technical task, illustrations, and reports. The role will involve supporting their top performing Advisors, you will ned to have industry related experience to be considered for this role and be fully confident in processing new business and also able to adapt to a fast-paced working environment. Our Client offer a friendly working environment and culture, who also promote and encourage development within the business. Responsibilities o Support clients/Adviser by researching and analysing clients' requirements. o Prepare new business files, with the use of an external Paraplanner (where appropriate) taking full responsibility for the client files and back-office IT records throughout the advice process. o Deal effectively with queries from clients and other parties through effective communication. o Help clients better understand the full potential of our products. o Provide client/Adviser support in relation to existing client needs including but not limited to preparing valuations, withdrawals, deceased clients, change of address, change in client circumstances, pension sharing orders. o Provide support as required to all departments within the Practice, including the Management team. o Support the Practice to ensure the end-to-end business process is adhered to and tracked efficiently in line with Practice and regulatory standards. o Fully analyse clients' requirements, develop, where appropriate, cash flow models and accurately record client data. o Research and analyse financial products to meet client requirements and objectives. o Construct financial planning solutions investment, retirement, tax and estate planning supported by the production of computer models and reports. o Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models. o Deal with general client queries and attend client meetings with the Partner if required. o Work with other practice colleagues to ensure application and provider forms are prepared as required and clients are updated throughout the process. o Work within and stay up to date with template changes and advice notes. o Process New Business in line with SJP compliance guidelines. o Maintain accurate records of all client contact. o Answer incoming calls in a professional manner. o Provide an excellent level of customer service to Practice clients. o Adhoc project work that may be required from time to time. o Any other reasonable tasks that may be required by the Business. Knowledge and experience: o Previous paraplanning experience within an IFA or Wealth Management environment. o Minimum Level 4 Diploma PFS qualified or working towards it (or FPC qualified with significant industry experience). o Familiar with all major research systems (e.g. Analytics, Voyant etc.) o Experience of the Pension Transfer market, a knowledge of Final Salary Pension Transfer market would be desirable. o Experience of the administration of IHT and/or Investment products. o Demonstrates up to date knowledge of relevant regulation and legislation. Skills and behaviours: o Able to transpose information accurately. o Strong numeracy skills. o Comfortable using templated Suitability Letters. o Confident in dealing with third parties and can work with total discretion. o Highly organised with excellent communication skills. o Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel). o Exceptional attention to detail. o Manages time effectively with the ability to multi-task. o Keeps calm when faced with conflicting demands and handles these effectively. o Demonstrates a positive attitude at all times. o Works well on own tasks as well as on shared goals as part of a team. o Enthusiasm to help clients. If this sounds like you apply directly or for further information speak to one of our specialist consultants quoting reference NJR15881

Wealth Management Assistant

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