property consultant

account manager

finance manager

senior property consultant

financial analyst

wealth management specialist

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

HSBC

<div>Some careers have more impact 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. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. 
Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world&rsquo;s largest global wealth managers with USD1.4 trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers&rsquo; needs.
We're currently seeking an ambitious individual to join our Wealth and Personal Banking team, working together with colleagues to define, manage and achieve divisional business targets. 
Role:
As a member of the MENAT Investments Team, you will be responsible for supporting the development and distribution of Investments Products for iWPB through following core activities:
You will also be required to support in development of product, pricing and marketing strategy, including a coherent offering of investment products (Managed Solutions, Mutual Funds and Discretionary Wealth Management Services) to be able to fulfil customer needs and increase Bank&rsquo;s market share as well as AUM. 
Furthermore you will be responsible for:<ul><li>
Leading the alignment of the Investments Proposition for WPB in MENA Region with group best practices</li><li>
Key focus on developing and collaborate with the Brokerage business with the implementation of a digital platform for Investments and addition of Passive Funds and other MF relevant to the region.</li><li>
Engagement and mobilization of key stakeholders across business and functions in order to deliver investment plan.</li><li>
Investments proposition of WPB is expected to grow at a significant pace and role holder is expected to be capable of being a crucial member of the present and growing business unit.</li><li>
Success of the business will involve ability to identify and execute appropriate product strategies to enable rapid growth.</li></ul> 
To be successful in the role, you should meet the following requirements: 
<ul><li>
Bachelor&rsquo;s degree is must to obtain visa in UAE</li><li>
The jobholder should have 5-8 years of working experience, of which a minimum of 2 years of relevant experience in product development, sales or marketing in Wealth products with leading retail banks, private banks, treasury or fund houses. CFA qualification will be advantageous.</li><li>
Experience in coordinating investment products activities/sales/training/IT/financial planning in the Wealth business</li><li>
Evidence of strong results orientation and performance management success.</li><li>
Experience in both developing and developed markets.</li><li>
Proven track record in working in multi-function projects.</li><li>
Experience of identifying and successfully integrating product manufacturing</li><li>
Product Knowledge of Structured Products, Bonds, Equities, Fund of Funds, and Discretionary are preferable to perform this role.</li><li>
Excellent relationship building and stakeholder management skills</li><li>
Culturally sensitive and understanding of local customer needs</li><li>
Able to take significant responsibilities in sales process, legal, compliance and system related issues.</li><li>
Work closely with the respective country to develop, penetrate and distribute investment products to retail customers.</li><li>
Work closely with all in-house manufactures and Third Parties for product development and delivery.</li><li>
Strong leadership skills coupled with a high and demanding benchmark.</li><li>
Able to make tough decisions.</li><li>
Able to operate effectively in a complex matrix driven environment.</li><li>
Able to influence, engage and lead in a positive, inspiring manner.</li><li>
A proven track record in investment sales preferable.</li></ul></div>

Manager Investment Products - UAE & MENAT

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)

Abu Dhabi Commercial Bank

In this role, your key responsibilities include : <ul> <li>Asset Growth/Portfolio Management - Support in the assessment of customer needs requirements provide oversight on all first time leverage requests and review all early sales of securities or those involving large losses to support wealth management s customer value propositions.</li> <li>Proposition/Product Development- Provide support to the Investments and Bancassurance product teams in developing a cohesive long term proposition strategy.</li> <li>Continuous Improvement- Assist in implementing change initiatives and programmes that drive efficiencies execute implementation plans and track achievements.</li> <li>External Promotion/Advisory Services- Promote wealth management products provide advice to clients manage complaints and ensure client understanding of solutions</li> <li>Internal Advice /Guidance - Provide expertise to RMs to ensure adequate knowledge and improve investment book quality.</li> <li>Risk Management and Compliance -Review and adhere to regulations monitor risk levels implement strategies and ensure sales quality.</li> <li>Policies, Processes, Systems and Procedures- Adhere to all relevant organizational and departmental policies, processes, standard operating procedures and instructions so that work is carried out to the required standard and in a consistent manner while delivering the required standard of service to customers and stakeholders.</li> <li>Self-Management- Manage self in line with the Bank s people management policies, procedures, processes and practices to ensure adherence and to maximize own contribution to business performance.</li> <li>Customer Service- Demonstrate Our Promise and apply the ADCB Service Standards to deliver the Bank s required levels of service in all internal and external customer interactions.</li> </ul>

Specialist - Retail Wealth Management

Client of Prestige IFA

They are distinguished by their ethical, client-first philosophy and a disciplined investment process dedicated to long-term capital preservation and growth. Their expertise lies in crafting bespoke strategies that go beyond standard retail solutions to meet the complex needs of High-Net-Worth and Ultra-High-Net-Worth individuals and families.

Responsibilities include:

<ul>
 <li>Offering financial planning support to clients.</li>
 <li>Assisting investment professionals in nurturing client relationships.</li>
 <li>Crafting accurate financial plans.</li>
 <li>Advising clients on optimal financial solutions for their medium to long-term plans.</li>
</ul>

What Our Client Offers:

<ul>
 <li>A Superior Platform: Access to a market-leading offering of investment structures and underlying solutions designed for sophisticated clients.</li>
 <li>Comprehensive Operational Support: Full administrative and paraplanning support is provided at no extra cost, allowing you to focus purely on client relationships and business growth.</li>
 <li>Highly Competitive Remuneration: Enjoy very attractive income splits and a clear, transparent path to maximising your earnings.</li>
 <li>Flexible Engagement Models: For the right candidates with a proven track record, a salaried position or financial support during a transition period can be available.</li>
 <li>Jurisdictional Expertise: The ability to service clients across multiple international regions under one roof, providing a seamless experience for a global client base.</li>
</ul>

Investment Advisor

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

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

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