property consultant

accountant

sales manager

relationship manager

finance manager

wealth manager

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 Financial Advisor 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 Financial Advisor will work closely with clients to understand their financial needs and develop personalized strategies that cover investments, insurance, etc.
 
 
 
 
 
 
 Key Responsibilities:
 
 
 
 
 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>
 
 
 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>
 
 
 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 Financial Advisor 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>
 </ul>
 
 
</div>

Wealth Manager

Deutsche Bank

<div>
 
 Position Overview
 
 
 
 
 Details of the Division and Team:
 
 
 
 Deutsche Bank Private Bank is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management. As a trusted partner of wealthy individuals and entrepreneurs, family offices and foundations, we create lasting value for clients. We specialize in developing bespoke solutions for our clients around the world, for instance wealth planning across successive generations and international borders, asset management with individual risk management, loans and deposits. All this is possible thanks to our global network, our many years of experience and our close collaboration with the Corporate Bank, Investment Bank and DWS. We aim to become a highly competitive global wealth manager by combining financial strength and stability with trustworthy partnership and forward-thinking in order to build sustainable and beneficial client relationships. As a growth business for Deutsche Bank, we contribute towards building a more balanced, less capital intense and stable business model for the bank.
 
 
 The Relationship Manager is a primary point of contact for clients to access the entire suite of wealth management capabilities and solutions offered by Deutsche Bank Private Bank. This is achieved by working in close partnership with the Investment Manager in the day-to-day planning and servicing for the client. The individual is responsible for acquiring new clients - which are in line with the business proposition of the bank - and assets as well as grow existing business relationships, assuring a holistic and high-standard client experience.
 
 
 
 What we will offer you:
 
 
 
 A healthy, engaged and well-supported workforce are better equipped to do their best work and, more importantly, enjoy their lives inside and outside the workplace. That&rsquo;s why we are committed to providing an environment with your development and well-being at its center.
 
 
 
 Your key responsibilities:
 
 
 
 <ul>
 <li>
 Develop, manage and maintain overall relationship with the client, providing an holistic client experience
 </li>
 <li>
 Be the first point of contact and the overall responsible person with regard to dealing with client complaints
 </li>
 <li>
 Develop new business with new and existing clients, spending a great proportion of time focused on bringing in new clients and new assets (prospecting), building and sustaining long-term relationships
 </li>
 <li>
 Work as a team with the Investment Manager (and the Institutional Wealth Partner where appropriate) to build deeper client relationships / involve in origination
 </li>
 <li>
 Keep day-to-day responsibility for advising clients within the required regulatory framework and keeping abreast of all client-impacting initiatives from the respective market
 </li>
 <li>
 Proactively identifying client lending / financing needs, involving lending specialists to further develop the opportunity
 </li>
 <li>
 Perform continuous market analysis to identify potential client leads and opportunities
 </li>
 <li>
 Act as the Accountable Client Owner with responsibility for all AML aspects of the client relationship; this includes KYC in good quality and in a timely manner (no overdues) as well as account behavior, i.e. transactions with focus on 3rd party transactions constituting transfers in and out to be in line with purpose and anticipated behavior of the account(s).
 </li>
 <li>
 Where clients are not assigned an Investment Manager, own the overall suitability and appropriateness for client investments; taking client execution orders where required and ensuring that all corresponding checks are performed
 </li>
 <li>
 Participate in relevant client social events as well as in PR and other marketing activities
 </li>
 <li>
 Uphold the team&rsquo;s operating rhythm (e.g. regular prospect review, pipeline review, account planning, etc.), leading by example and demonstrating role-model behavior
 </li>
 <li>
 Work in close co-operation with other coverage, product and support functions to deliver DB&rsquo;s value proposition, leveraging also other DB divisions where possible
 </li>
 <li>
 Actively support the business / growth strategy, plans and values, contributing to the achievement of a high performing team
 </li>
 <li>
 Act within professional, legal and ethical boundaries and guidelines, observing all internal and external compliance regulations and code of ethics and conduct; flagging and managing reputational risks and conflicts issues
 
 
 
 </li>
 </ul>
 
 Your skills and experience:
 
 
 
 <ul>
 <li>
 Minimum 7/10/15 years of relevant wealth management experience for VP/Director/Managing Director
 </li>
 <li>
 Solid network of clients in the target coverage market is required, specifically Non-Resident Indians
 </li>
 <li>
 Fluency (written and oral) in English and other languages used in the target coverage market required for daily business processing and client communication
 </li>
 <li>
 Detail orientation on both strategy and execution
 </li>
 <li>
 Excellent communication skills
 </li>
 <li>
 Excellent collaboration skills
 </li>
 <li>
 Superior investment acumen
 </li>
 <li>
 Have a good understanding of the governing regulatory framework (e.g. RDR, MiFID II, etc.), including but not limited to applicable confidentiality / secrecy / data protection regulations and cross border rules where relevant
 </li>
 <li>
 Professional integrity
 </li>
 <li>
 For experienced hire, solid network of clients in the target coverage market is required
 </li>
 <li>
 Self-starter
 </li>
 <li>
 Willing and able to develop other staff, e.g., analysts
 </li>
 <li>
 CFA, MBA degree or other advanced degree a plus
 
 
 
 </li>
 </ul>
 
 About us and our teams:
 
 
 
 Deutsche Bank is the leading German bank with strong European roots and a global network. Click here to see what we do.
 
 
 Our values define the working environment we strive to create &ndash; diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.
 
 
 We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures, countries, races, genders, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation.
</div>

Private Bank - Relationship Manager, Global South Asia - Vice President/Director/Managing Director

Al Mizan Realty Developers L.L.C.

Job Title : Investment Advisor &ndash; Family OfficeLocation: Dubai, UAEExperience : 3&ndash;5 yearsEmployment Type: Full-timeAbout the RoleWe are seeking an analytical, and relationship-driven Investment Advisor to join our prestigious family office. This role requires a deep understanding of global financial markets, asset allocation strategies, and the unique dynamics of managing generational wealth. The ideal candidate will be responsible for advising on investment decisions, preserving capital, and aligning financial strategies.Key Responsibilities<ul><li>Develop and execute tailored investment strategies across asset classes including equities, fixed income, private equity, real estate, and alternative investments</li><li>Conduct in-depth market research and due diligence on investment opportunities</li><li>Monitor portfolio performance and provide regular reporting to family stakeholders</li><li>Collaborate with external fund managers, banks, and financial institutions to source and evaluate opportunities</li><li>Ensure alignment of investment decisions with the family&rsquo;s risk , liquidity needs, and legacy goals</li><li>Maintain strict confidentiality and uphold the highest standards of fiduciary responsibility</li><li>Stay abreast of macroeconomic trends, regulatory changes, and geopolitical developments impacting investments</li></ul>Qualifications &amp; Skills<ul><li>Bachelor&rsquo;s degree in Finance, Economics, or related field (CFA, CAIA, or MBA preferred)</li><li>3&ndash;5 years of experience in investment advisory, preferably within a family office, private bank, or wealth management firm</li><li>Strong analytical and quantitative skills with experience in portfolio, stocks &amp; investment, equity, research and financial modeling</li><li>Excellent communication and interpersonal skills, with the ability to build trust and credibility</li><li>Familiarity with global investment vehicles and regulatory frameworks</li><li>Discretion, integrity, and a client-first mindset</li></ul>Job Type: Full-time

Investment Advisor

Barclays

<div>Join us as a Private Banker within either our Levant or GCC/Arab Emirati market teams, where you will work as part of our wider Private Banking team based in Dubai.
This is an exciting time to be joining Barclays due to our plans for rapid growth within the UAE. You will be working amongst a team of experienced Private Banker&rsquo;s, headed up by our new MD for Private Bank within the UAE.
The Private Banking team offers bespoke banking and investment solutions to high-net-worth clients. Barclays Private Bankers act as trusted advisors to clients providing bespoke banking services, lending and wealth structuring, in addition to a world class range of investment solutions and products across all asset classes.
Private Bankers are expected to identify, initiate, build and maintain effective introductory relationships with key internal and external stakeholders in order to ensure effective opportunity streams for new clients, assets and revenues. In order to achieve this, you must be proactive in identifying and developing opportunity and must be accomplished in influencing others to create and grow effective partnerships across the organisation, and externally, to drive performance.
What you will be doing:<ul><li>
Manage and grow a portfolio of HNW/UHNW clients within the Levant or GCC/Arab Emirati market, understanding their financial goals and risk appetite</li><li>
Act as the primary point of contact for clients, providing exceptional service and financial advice</li><li>
Conduct regular reviews of clients' investment and financial portfolios</li><li>
Become a key person and subject matter expert within the team for banking products, credit advice, investment knowledge and more complex client queries</li><li>
Deliver high quality bespoke advice, maximising value for our clients and negotiating the best commercial outcome</li><li>
Identify and onboard new clients through networking, referrals, and strategic partnerships</li><li>
Develop and execute tailored strategies to attract and retain wealthy clients in the region</li><li>
Attend client events, wealth management forums, and other high-profile gatherings in the UAE</li><li>
Advise on portfolio management, estate planning, succession, and offshore structuring where relevant</li><li>
Keep clients informed on market trends, economic updates, and investment opportunities</li></ul>
Essential Skills/Basic Qualifications:<ul><li>
Previous experience working as a Private Banker within the Levant or GCC/Arab Emirati market, with a client base of over USD300m</li><li>
Exceptional client servicing and relationship management skills with High-Net-worth Clients and demonstrable experience in building and managing this client base</li><li>
Previous experience in controlling and monitoring of risk within a client book</li><li>
Strong knowledge of global economic and political conditions, current affairs and competitor activity and the impact of these on clients</li><li>
Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities</li><li>
Ability to adapt to a rapidly changing business including regulatory and technological environment</li></ul>
Desirable skills:<ul><li>
Excellent knowledge of regulated credit agreements/investment advice/deposits/portfolio management services/financial promotions</li><li>
High aptitude and understanding of the digital landscape, with the ability to effectively manage Clients&rsquo; changing needs in this area</li></ul>
You may be assessed on the key critical 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 in Dubai.

Purpose of the role
To establish and nurture profitable partnerships with both corporate and individual clients. It's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success.
Accountabilities<ul><li>
Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs.</li><li>
Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.</li><li>
Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio.</li><li>
Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank.</li><li>
Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship.</li><li>
Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses.</li><li>
Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy.</li><li>
Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts.</li></ul>
Vice President Expectations<ul><li>
To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures..</li><li>
If managing a team, they define jobs and responsibilities, planning for the department&rsquo;s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements..</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 will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions..</li><li>
Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.</li><li>
Manage and mitigate risks through assessment, in support of the control and governance agenda.</li><li>
Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.</li><li>
Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.</li><li>
Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.</li><li>
Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.</li><li>
Adopt and include the outcomes of extensive research in problem solving processes.</li><li>
Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.</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>

Private Banker – Levant or GCC/Arab Emirati

Citi

<div>The Private Banker Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level, and externally. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas. 
 
Responsibilities:<ul><li>
Actively identify prospects and establish contact with them/convert prospects into clients.</li><li>
Demonstrate an in-depth understanding of clients&rsquo; businesses and sources of wealth generation.</li><li>
Anticipate events in a client&rsquo;s life and business which have significant financial implications.</li><li>
Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters.</li><li>
Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank.</li><li>
Effectively manage client expectations regarding what can and cannot be executed on their behalf.</li><li>
Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate.</li><li>
Uncover needs that are not articulated or clearly expressed by the client.</li><li>
Bring together the product experts to develop long-term solutions to strengthen relationships with the firm.</li><li>
Help clients achieve broad financial/investment goals related to the creation and management of wealth.</li><li>
Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs.</li><li>
Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives.</li><li>
Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction.</li><li>
Establish a referral network and gain introductions to potential clients which generate new sales.</li><li>
Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank.</li><li>
Help team members acquire the experience necessary to establish credibility with clients and intermediaries.</li><li>
Demonstrate strong commitment to team success and place team goals above personal achievement.</li><li>
Encourage team members to work together to deepen client relationships and exceed sales goals.</li><li>
Align complementary experiences and skill sets of team members to maximize client effectiveness.</li><li>
Build relationships/partner with support groups in Citi Private Bank to maintain control, find solutions and resolve issues.</li><li>
Follow standard procedures and advocate appropriate exceptions to standard practices when the bigger picture needs to be considered, and seek or grant approvals as appropriate.</li><li>
Ensure compliance on regulatory requirements and minimizes any potential liability for Citi.</li><li>
Ensure strong controls and effective operational and administrative services.</li><li>
Partner with colleagues across the Citi network to leverage capabilities and share expertise.</li><li>
Ensure clients are presented with seamless execution of internal processes and Citigroup services.</li><li>
Prioritize issues that need to be escalated, getting the appropriate people involved to expedite resolution.</li><li>
Understand and communicate the risk involved with various investment strategies.</li><li>
Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional integrity.</li><li>
Flag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability.</li><li>
Understand the broad array of products and services under the Citi umbrella.</li><li>
Apply an in-depth level of knowledge in key investment and financing products.</li><li>
Develop expertise to identify business opportunities and address the unique needs of specific client segments.</li><li>
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.</li></ul>
Qualifications:<ul><li>
15+ years of experience</li><li>
Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling</li></ul>
Education:<ul><li>
Bachelor's/University degree, Master's degree preferred</li></ul>
-
Job Family Group:
Private Client Coverage
-
Job Family:
Private Banker
-
Time Type:
Full time
-
Most Relevant Skills
Please see the requirements listed above.
-
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
-
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. 
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. 
 
View Citi&rsquo;s EEO Policy Statement and the Know Your Rights poster.</div>

Private Banker - Director

<div><div><div><div>United Arab Emirates</div>
</div><div><div>Business management, administration and support, Client advisory / Relationship management</div>
</div><div><div>Global Wealth Management
</div></div><div>Job Reference #
<div>322414BR</div>
</div><div>City
<div>Dubai</div>
</div><div>Job Type
<div>Full Time
</div></div><div>Your role
<div>Do you look for a new challenge within the dynamic and fast paced Wealth Management environment? Do you want to be part of a high performing team? Do you have a &quot;can do&quot; mentality and want to be part of our growth story and create impact? 
We&rsquo;re looking for a client account manager to: 
<ul><li>manage daily business in client servicing and provide high quality service</li><li>be the point of entry for processing client orders, e.g. stock orders, foreign exchange, loans and deposits</li><li>perform account maintenance tasks and client-related processes; e.g. account opening and closing, suitability reviews, initial and recurring KYC and due diligence</li><li>research, follow-up and resolve client inquiries and problems through effective interaction with clients, and internal partners in a timely and professional manner</li><li>support client advisors in delivering exceptional client services and with administrative legal and compliance related tasks and duties</li><li>mitigate risks and raise red flags and concerns</li></ul></div>
</div><div>Your team
<div>You will be working in the Client Service Team based in the Advisory Office Dubai, a multicultural and dynamic team. The CST Dubai supports client advisors across three main markets: Arabian Gulf, Saudi Arabia and NRI/NRP. You'll play an important role in our delivery of bespoke client services and become a trusted client account manager for the wealthiest families mainly for NRI/NRP market. Our combined efforts help manage, preserve and grow the wealth of our clients, through strong partnership at every stage of their journey. 
Although we are diverse in terms of nationalities, genders, age groups and professional backgrounds we are united by our passion for business and success.</div>
</div><div>Your expertise
<ul><li>financial services experience, ideally within a client facing team or other relevant commercial experience within the financial services industry</li><li>Banking apprenticeship or equivalent financial qualifications</li><li>effective relationship management skills, able to show situational awareness and initiative to self-challenge and/or challenge others</li><li>interest in financial markets and in dealing with institutional-like clients</li><li>sound judgement and problem-solving skills with a proactive style that delivers timely results</li><li>confident, motivated and able to adapt to a rapidly changing environment</li><li>excellent skills in English (oral and written), further languages are an asset</li></ul>
</div><div>About us
<div>UBS is the world&rsquo;s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal &amp; Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. 
 
We have a presence in all major financial centers in more than 50 countries.</div>
</div><div>How we hire
<div>We may request you to complete one or more assessments during the application process. Learn more</div>
</div><div>Join us
<div>At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We&rsquo;re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That&rsquo;s why collaboration is at the heart of everything we do. Because together, we&rsquo;re more than ourselves. 
 
We&rsquo;re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.</div>
</div><div>Contact Details
<div>UBS Business Solutions SA 
UBS Recruiting</div>
</div><div>Disclaimer / Policy statements
<div>UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.</div></div></div></div><div></div>

Client Account Manager CST Dubai

AKSARA JEWELLERS

We are seeking a highly organized and proactive Sales Executive with a background in wealth management to support our sales team and ensure smooth operations.The ideal candidate will have excellent interpersonal and multitasking skills, with experience working in an investment or financial services environment.Key Responsibilities:SalesSupport the wealth management sales team in client onboarding and documentation processes.Prepare proposals, investment reports, pitchbooks, and client presentation materials.Coordinate and schedule client meetings, calls, and follow-ups.Monitor and track leads, prospects, and pipeline status using CRM tools.Assist in preparing MIS reports, dashboards, and sales performance analysis.Administrative Support:Maintain accurate records and databases for clients, products, and transactions.Handle administrative tasks such as filing, data entry, invoice processing, and correspondence.Manage calendars, travel arrangements, and meeting logistics for senior executives.Ensure compliance with internal processes and regulatory requirements.Client Service:Act as a point of contact for client queries, coordinating with relevant teams to ensure timely resolution.Provide high-quality customer service and build strong relationships with existing and potential clients.Requirements:Education &amp; Experience:Bachelor&rsquo;s degree in Business Administration, Finance, or a related field.2&ndash;4 years of relevant experience in a sales role within the wealth management or financial services sector.Skills &amp; Competencies:Knowledge of investment products, financial markets, and wealth management practices.Proficiency in MS Office Suite (Excel, PowerPoint, Word); experience with CRM systems is a plus.Strong organizational and time management skills.Excellent communication, both written and verbal.Attention to detail with a high level of accuracy.Ability to maintain confidentiality and professionalism.What We Offer:Competitive compensation and performance-based incentives.Opportunities for career growth within the investment and wealth management industry.A collaborative and dynamic work environment.Job Type: Full-timePay: AED10,000.00 - AED15,000.00 per month

Sales Manager

Explore 2243+ Wealth manager in Dubai this September. Find roles across top companies and apply now to boost your career.