wealth management specialist

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.
 </li>
 <li>
 
 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>
 <li>
 
 Skills:
 
 Strong relationship-building and commercial drive
 </li>
 <li>
 Fluent in Arabic and English
 </li>
 <li>
 Digital savvy and MS Office proficiency
 </li>
 <li>
 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

Abu Dhabi Commercial Bank

<div>
 
 Embark on a journey where your unique contributions are celebrated, and your professional growth is embraced. At ADCB, we nurture a diverse, inclusive community where every voice is valued.
 
 
 
 
 
 
 About the business area
 
 
 
 
 
 
 The Retail Banking Group (RBG) supports retail and micro-business customers in managing their finances, through expert advice and the provision of a full suite of specialist products and services in conventional and Shari&rsquo;ah compliant banking. The business is committed to driving digital innovation to deliver excellence in customer service. We are actively seeking an ambitious professional to join our Retail Banking team at ADCB to work alongside passionate colleagues who share your ambition to redefine excellence in UAE banking.
 
 
 
 
 
 
 In this role, your key responsibilities include
 
 :
 
 
 
 
 <ul>
 <li>
 Relationship Management - Develop and manage Excellency client relationships to meet client needs and achieve desired objectives of the Bank in line with the required standards and identify new clients and ensure the proper articulation of services/products which ADCB would offer them in order to increase the size of the portfolio and wallet share. Manage the daily interactions with clients and provide superior client service in order to improve clients&rsquo; experiences and maximize the Bank&rsquo;s profitability. Assist in coordinating service provisions with others in order to ensure efficient turnaround of transactions and that clients&rsquo; enquiries and documentation needs are met in a timely manner
 </li>
 <li>
 Portfolio Management - Monitor and control Excellency customer portfolios in order to achieve desired quality through cross sell, upsell and retention. Cross sell and upsell various products of the Excellency portfolio to existing client accounts, based on the requirements of the client, in order to contribute to the increase in product penetration and wallet share of the existing clients. Conduct a financial profile with each client to fully understand their requirements and future goals in order to identify and recommend Excellency products and services that help achieve the customer&rsquo;s future plans
 </li>
 <li>
 Volume Delivery- Deliver the financial target as agreed with the business whilst adhering to the required standards, policies and procedures in order to achieve set targets
 </li>
 <li>
 Policies, Processes, Systems and Procedures- Implement approved departmental policies, processes and procedures, and ensure employee adherence so that work is carried out to the required standard while delivering the required standards of service to customers and stakeholders
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 <li>
 Continuous Improvement- Manage and motivate the team to ensure they contribute to, and participate in, the identification and implementation of change initiatives, programs and projects in line with the Bank&rsquo;s standards
 </li>
 <li>
 Customer Service- Demonstrate Our Promise and apply the ADCB Service Standards to deliver the Bank&rsquo;s required levels of service in all internal and external customer interactions.
 </li>
 </ul>
 
 
 
 
 
 The ideal candidate should have the following experience
 
 
 
 
 
 <ul>
 <li>
 At least 6 years of experience in relationship management experience in Banking/financial services industry
 </li>
 <li>
 Bachelor&rsquo;s Degree in a related field
 </li>
 <li>
 Accredited Financial Analyst, Certified Investment Professional, Certificate in Quantitative Finance, Chartered Financial Analyst, Certified International Investment Analyst.
 </li>
 <li>
 Master Financial Risk Manager (FRM), International Compliance Association (ICA) Specialist or Certificate in Conduct Risk
 </li>
 <li>
 Working knowledge and experience of Banking operations and ability to prioritize and handle multiple tasks. Strong planning, analytical and time management skills
 </li>
 <li>
 In depth knowledge of global financial markets and trends
 </li>
 <li>
 Understanding of wealth management products and services
 </li>
 <li>
 Communication skills
 </li>
 <li>
 Customer service skills
 </li>
 </ul>
 
 
 
 
 
 What we offer:
 
 
 
 
 
 <ul>
 <li>
 
 Competitive Salary
 
 : The indicative pay range for this role is AED 23,000 &ndash; AED 32,000 per month. Additionally, all employees are eligible to participate in one of our rewarding variables pay plans.
 </li>
 <li>
 
 Comprehensive Benefits Package
 
 : This includes market-leading medical insurance, group life and personal accident insurance, paid leave and leave airfare, employee preferential rates on loans and finance facilities, staff discounts and offers, and children education assistance (for certain job levels).
 </li>
 <li>
 
 Flexible and Remote Working Options
 
 : We understand the importance of work-life balance and offer flexible working arrangements, subject to eligibility and job requirements.
 </li>
 <li>
 
 Learning and Development Opportunities
 
 : We value and facilitate continuous learning and personal development, through a variety of exciting learning opportunities, such as structured instructor-led courses, a comprehensive e-Learning catalog, on-the-job training and professional development programs.
 </li>
 </ul>
 
 
 
 
 At ADCB, we are dedicated to creating a respectful, caring and disciplined work environment that aligns with your career ambitions.
 
</div>

Relationship Manager - Excellency Distributio

United Arab Bank

<div>
 
 
 Job Purpose
 
 :
 
 <ul>
 <li>
 The position will be responsible for ensuring all Banking and Financial requirements of the Client are serviced on time and result in growth in Client portfolio and relationship with the Bank.
 </li>
 <li>
 To provide portfolio of HNW clients with personalized service so as to develop close relationships, achieve maximum profitable contribution for the client and the bank as well as retaining their loyalty and respect.
 </li>
 <li>
 Enhance Wealth Management balance sheet sales/revenues and promote cross selling of bank products to all existing clients.
 </li>
 <li>
 Source new business from HNW clients through referrals, marketing activities and personal contacts.
 </li>
 <li>
 Ensure clients awareness of all financial services offered by the bank.
 </li>
 <li>
 Reach financial goals set for the role by the business as per annual and monthly financial targets
 </li>
 <li>
 Directly responsible for interfacing and engaging with Clients on a day-to-day basis.
 </li>
 <li>
 Effective and efficient sourcing and processing of Investment requirements of Clients such as Mutual Funds, Life Insurance, Bonds, Sukuk etc. based on their Risk profile.
 </li>
 <li>
 Similarly sourcing and referring Asset products such as Mortgage, Personal Loans, Auto loans, Credit Cards, etc.
 </li>
 </ul>
 
 
 
 
 
 Principal Accountabilities
 
 :
 
 <ul>
 <li>
 Optimize the potential value of the client base through the delivery of Wealth Management products and services
 </li>
 <li>
 Communicate with HNW clients and identify their financial needs and recommending products
 </li>
 <li>
 Achieve revenue goals, sales and portfolio growth targets across a range of products and services
 </li>
 <li>
 Proactively broadening &amp; deepening relationships with BANK customers through effective customer contact (calls and meetings) thereby enhancing the financial value for BANK
 </li>
 <li>
 Maximize profitability from HNW client base whilst countering competition from other providers offering alternative Wealth Management products
 </li>
 <li>
 Display UAB values of Integrity, Customer focus, competence, consistency and courteousness
 </li>
 <li>
 Acquire new to bank HNW customers as well as their portfolios while maintaining superior customer service experience
 </li>
 <li>
 Risk Management obligation is the systematic application of management policies, procedures and practices to the tasks of identifying, analyzing, evaluating, treating and monitoring risk. This helps to mitigate risks to acceptable levels of management.
 </li>
 <li>
 Use financial acumen and investment expertise to review a client&rsquo;s personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client reach short term and long-term investment goals
 </li>
 <li>
 Focus on business development across liabilities, assets &amp; fee to sustain and achieve growth in relationship value, revenues &amp; improved client stickiness
 </li>
 <li>
 Formulate outbound and inbound sales plan to acquire new HNW Clients for increasing customer base of the portfolio
 </li>
 <li>
 Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile
 </li>
 <li>
 Always ensuring client communication through updating of latest contact details in all necessary systems.
 </li>
 <li>
 Regular contact with all mapped clients through weekly / monthly calls
 </li>
 </ul>
 
 
 
 
 
 Job Requirements (Qualifications/Experience)
 
 :
 
 <ul>
 <li>
 University Graduate in the field of Marketing, Banking, Finance. or similar field.
 </li>
 <li>
 CISI level 3 and ESCA UAE Rules and Regulations Certification is a must
 </li>
 <li>
 Minimum three to five years' experience in Wealth Management position in the banking sector or financial services in UAE and Managing a book of HNW clients
 </li>
 </ul>
 
 
</div>

Relationship Manager, Sadara Wealth Management - Retail Banking

Barclays

<div>Step into the role of Senior Analyst, where you&rsquo;ll take responsibility for client service and operational execution task. You must take responsibility for controlling risk and enhancing controls in connection to your job and areas of responsibility in accordance with rules and regulations. You must follow well defined procedures that may require a range of job routines and make judgement based on practice and previous experience. 
You may be assessed on key critical skills relevant for success in role such as:<ul><li>
Trade settlements, day-to-day initiatives including processing, reviewing, reporting, trading, and issue resolution.</li><li>
Managing complete Trade lifecycle with execution, clearance, settlement and resolution.</li><li>
Execute work requirements as identified in processes and procedures, collaborating with and impacting on the work of closely related teams.</li><li>
Check work of colleagues within team to meet internal and stakeholder requirements.</li><li>
Provide specialist advice and support pertaining to own work area.</li><li>
Support the management of the banks client relations to clearly identify their needs and provide a service that meets expectations.</li><li>
Collaboration with teams across the bank to align and integrate Private Bank and Wealth Management processes.</li><li>
Identification of areas for improvement and providing recommendations for change in Private Bank and Wealth Management processes.</li><li>
Development and implementation of Private Bank and Wealth Management procedures and controls to mitigate risks and maintain operational efficiency.</li><li>
Development of reports and presentations on Private Bank and Wealth Management performance and communicate findings to internal senior stakeholders.</li></ul>
Desirable Skillsets:<ul><li>
Excellent communication skills.</li><li>
Equity, fund settlements, capital markets, investment banking and record keeping.</li><li>
Settlement's Process Knowledge - Pre-Matching, Fails Management &amp; Reconciliation.</li><li>
Product Knowledge - Derivatives, Equities, Fixed Income &amp; Mutual Funds.</li></ul>
You may be assessed on key essential skills relevant for success in role, such as risk and controls, change and transformation, business acumen, strategic thinking and digital and technology, as well as job-specific technical skills.
This role is based out of Chennai.

Purpose of the role
To support PBWM with day-to-day processing, reviewing, reporting, and issue resolution.
Accountabilities<ul><li>
Support with day-to-day Private Bank and Wealth Management initiatives including processing, reviewing, reporting, and issue resolution with regards to accounts, products and services.</li><li>
Support the management of the banks client relations to clearly identify their needs and provide a service that meets expectations.</li><li>
Collaboration with teams across the bank to align and integrate Private Bank and Wealth Management processes.</li><li>
Identification of areas for improvement and providing recommendations for change in Private Bank and Wealth Management processes.</li><li>
Development and implementation of Private Bank and Wealth Management procedures and controls to mitigate risks and maintain operational efficiency.</li><li>
Development of reports and presentations on Private Bank and Wealth Management performance and communicate findings to internal senior stakeholders.</li><li>
Identification of industry trends and developments to implement best practice in Private Bank and Wealth Management Services.</li><li>
Participation in projects and initiatives to improve Private Bank and Wealth Management efficiency and effectiveness.</li></ul>
Analyst Expectations<ul><li>
To meet the needs of stakeholders/ customers through specialist advice and support</li><li>
Perform prescribed activities in a timely manner and to a high standard which will impact both the role itself and surrounding roles.</li><li>
Likely to have responsibility for specific processes within a team</li><li>
They may lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. They supervise a team, allocate work requirements and coordinate team resources.</li><li>
If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L &ndash; Listen and be authentic, E &ndash; Energise and inspire, A &ndash; Align across the enterprise, D &ndash; Develop others.</li><li>
OR for an individual contributor, they manage own workload, take responsibility for the implementation of systems and processes within own work area and participate on projects broader than direct team.</li><li>
Execute work requirements as identified in processes and procedures, collaborating with and impacting on the work of closely related teams.</li><li>
Check work of colleagues within team to meet internal and stakeholder requirements.</li><li>
Provide specialist advice and support pertaining to own work area.</li><li>
Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct.</li><li>
Maintain and continually build an understanding of how all teams in area contribute to the objectives of the broader sub-function, delivering impact on the work of collaborating teams.</li><li>
Continually develop awareness of the underlying principles and concepts on which the work within the area of responsibility is based, building upon administrative / operational expertise.</li><li>
Make judgements based on practise and previous experience.</li><li>
Assess the validity and applicability of previous or similar experiences and evaluate options under circumstances that are not covered by procedures.</li><li>
Communicate sensitive or difficult information to customers in areas related specifically to customer advice or day to day administrative requirements.</li><li>
Build relationships with stakeholders/ customers to identify and address their needs.</li></ul>
All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship &ndash; our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset &ndash; to Empower, Challenge and Drive &ndash; the operating manual for how we behave.</div>

Senior Analyst

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

Relationship Manager

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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