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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

Michael Page

The Wealth Manager will play a pivotal role in acquiring new Ultra High Net Worth (UHNW) and family office clients, primarily across the MENA region and the Indian Subcontinent.This position involves promoting the firm's global investment advisory and family office services, as well as its discretionary asset management offering.The Director will collaborate with senior leadership to develop acquisition strategies, maintain client pipelines, and contribute to investment discussions.Key Responsibilities:<ul><li>Drive new client acquisition with a target of USD 100 million in AUM annually (minimum USD 10 million per relationship).</li><li>Develop and maintain a robust client and prospect pipeline.</li><li>Ensure compliance with KYC and local regulatory requirements.</li><li>Support marketing and brand-building initiatives for the DIFC business.</li><li>Contribute to investment meetings with market reviews and ideas.</li></ul>

Bayut KSA - بيوت السعودية

<div>
 
 Bayut &amp; dubizzle have the unique distinction of being iconic, homegrown brands with a strong presence across the seven emirates in the UAE. Connecting millions of users across the country, we are committed to delivering the best online search experience.
 
 
 As part of Dubizzle Group, we are alongside some of the strongest classified brands in the market. With a collective strength of 5 brands, we have more than 123 million monthly users that trust in our dedication to providing them with the best platform for their needs.
 
 
 We are looking for a Wealth Manager who will be responsible for generating revenue from investors from their base country through sales of Real Estate in KSA. The position holder will generate HNWI and institutional leads of the clients seeking investment in the KSA real estate market, helping them grow their wealth internationally. The incumbent will attend/conduct roadshows, conferences, investment events, and expos to present the real estate assets that are available for purchase. The holder of the position will advise investors about immigration and visa-related processes for seamless transactions.
 
 
 
 
 In this role you will:
 
 
 <ul>
 <li>
 In coordination with marketing, generating leads of HNWI in the country where they are based. Following the standard lead management process, qualifying, maturing, and then closing these deals for the investors, willing to buy real estate assets on the KSA market
 </li>
 </ul>
 <ul>
 <li>
 Seek key partnerships with the investment institutions, banks, agencies, and other lead sources to get a steady stream of potential buyers
 </li>
 <li>
 Consistently look for events in their base countries where investors come to seek investment opportunities. In coordination with the Headquarters in KSA, conduct roadshows, PR events, investment forums, and conferences
 </li>
 <li>
 Become an advisor for an end-to-end real estate investment for the clients in the base country. Managing a seamless experience of investing in KSA, as well as consulting for the exit strategy if needed by the client
 </li>
 <li>
 Being the resident representative of Bayut, the incumbent will be responsible for working on special projects assigned by the line. These projects may include, but are not limited to, areas regarding commercial, regulatory, and financial
 </li>
 
 
 </ul>
 
 Requirements
 
 
 
 <ul>
 <li>
 Bachelor's degree in business administration, marketing, communications, or a relevant field
 </li>
 </ul>
 <ul>
 <li>
 5-10 years of sales or partnership management
 </li>
 </ul>
 <ul>
 <li>
 Proven Commercial sales executive experience, meeting or exceeding targets
 </li>
 </ul>
 <ul>
 <li>
 Proven Track Record of working with High Net Worth Clients
 </li>
 </ul>
 <ul>
 <li>
 In-depth knowledge of commercial avenues
 </li>
 </ul>
 <ul>
 <li>
 A deep understanding of the market services/products and real estate sales
 </li>
 <li>
 Ability to analyse data to find trends and problems
 </li>
 </ul>
 <ul>
 <li>
 Outstanding communication and interpersonal skills
 </li>
 </ul>
 <ul>
 <li>
 Analytical mind with excellent data collection and analysis skills
 </li>
 </ul>
 <ul>
 <li>
 Excellent organisational and time management skills
 </li>
 <li>
 Adaptability with high level of integrity
 </li>
 <li>
 Ability to listen to and speak with clients, sales members, and other managers is essential for effective real estate sales managers
 </li>
 
 
 </ul>
 
 Benefits
 
 
 
 <ul>
 <li>
 A fast paced, high performing team
 </li>
 <li>
 Competitive base salary plus commission, offering top performers the ability to significantly increase their income
 </li>
 <li>
 Rewards &amp; Recognitions
 </li>
 <li>
 Learning &amp; Development
 
 </li>
 </ul>
 
 Bayut &amp; dubizzle is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
 
 
 #KSABayut
 
</div>

Wealth Manager - Real Estate Investment (Remote)

Nexus Insurance Brokers LLC

The job involves helping prospective clients to manage their money by understanding their needs, financial goals and long term objectives. We extend our services to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. This incorporates structuring and planning to help them grow their wealth, preserving and protecting wealth. The job brings together estate planning, succession planning, insurance planning, tax planning, children education planning and retirement planning. This will be followed by developing personalized financial plans tailor made as per the the client&#x27;s needs, goals and objectives. Specializing in both personal financial planning and general insurance.

Independent Financial Planner / Wealth Manager / Insurance Advisor

Confidential Company

We have opening for Relationship Managers, Wealth Managers in wealth and insurance sales sector . If you are interested and looking for relocation to Dubai, please apply for this post.<ol type="1"><li>Responsible for acquiring preferred HNI clients</li><li> A thorough understanding of financial markets, their behavior, movements and expectations with respect to market.</li><li>Managing and offering Mutual Funds , Equity Sales, Portfolio Management, Wealth Management services</li><li> Maintaining client relationships and generate AUM from preferred clients.</li><li>·Advising HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients</li><li>Track the HNI segment in the market for new client acquisition.</li><li> To research, investigate and update on available investment opportunities / financial market trend to determine whether they fit into clients’ portfolios.</li><li> Use financial acumen and investment expertise to review a client&#x27;s personal data, align client&#x27;s need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long-term investment goals.</li><li> Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio.</li><li>Conduct risk profiling of all mapped clients for better advisory on investment needs.</li><li>Ensuring need-based product approach towards clients and regular reporting of product penetration.</li></ol>

Wealth /Relationship Manager in Dubai with leading Wealth/insrnce Org

Additional Resources Ltd

<div> As a Private Banker, you will be managing and expanding a portfolio of private clients, offering tailored wealth management and investment strategies that align with each client s financial objectives. You Will Be Responsible For: <ul> <li>Acting as the primary relationship manager for a portfolio of private clients, delivering comprehensive banking and investment solutions.</li> <li>Developing long-term client relationships built on trust, discretion, and exceptional service.</li> <li>Identifying and capitalising on new business opportunities to grow and diversify your client base.</li> <li>Providing strategic financial advice, including cross-border investment planning, lending arrangements, and portfolio management.</li> <li>Conducting regular reviews and ensuring all activity meets the highest compliance and regulatory standards.</li> <li>Collaborating with internal teams to enhance client satisfaction and overall service delivery.</li> <li>Offering mentorship and support to junior team members when required.</li> </ul> What We Are Looking For <ul> <li>Demonstrated background in private banking or wealth management, </li> <li>Experience serving high-net-worth and ultra-high-net-worth clients.</li> <li>Strong understanding of cross-border financial planning, investment strategy, and lending services.</li> <li>Comfortable managing complex client structures and liaising with multiple stakeholders.</li> <li>Experienced in working within regulated financial environments, adhering to best practice and governance standards.</li> <li>Recognised Level 6 Investment Qualification (such as CISI Chartered Wealth Manager or CII Advanced Diploma in Financial Planning).</li> <li>CeMAP certification and an active Statement of Professional Standing (SPS).</li> </ul> </div>

Private Banker

Deutsche Bank AG

Details of the Division and Team: The Investment Manager is a primary point of contact for clients to access the entire suite of investment capabilities, insights and solutions offered by Deutsche Bank Wealth Management. This is achieved by working in close partnership with the Relationship Manager in the day-to-day planning and servicing for the client. The individual leverages the insight and expertise of the Deutsche Bank Wealth Management Chief Investment Office and the global and regional investment committees to provide advice around long-term thematic investment opportunities, short-term tactical trades and asset allocation. The Investment Manager employs a wide range of asset classes and capabilities, leveraging the knowledge from dedicate product specialists, to address clients needs holistically, including lending and financing, deposits, discretionary and advisory portfolio management solutions, capital markets, private markets, alternative investments and wealth planning. Investment Manager will have accountability for total investment AUM, revenue, asset retention, client experience, Suitability risk and contribution towards business mix goals. Your key responsibilities: <ul> <li>Act as the central point of contact for clients investment needs / advice and be responsible for increasing share of wallet from existing clients.</li> <li>Partner up with the Relationship Manager to serve clients across a defined portfolio.</li> <li>Serve as strategic advisor on client s overall investment portfolio, and drive holistic portfolio construction and asset allocation activities, delivering the CIO view to clients and ensuring portfolios are built and overseen accordingly.</li> <li>Assess clients overall risk appetite and keep client risk profiles up-to-date and regularly reviewed.</li> <li>Responsible for execution of all investment trades and conduct portfolio reviews with assigned clients and relevant internal partners, highlighting and fill any gaps where required.</li> <li>Own overall suitability and appropriateness of all investments for the client; ensure that all corresponding checks are performed.</li> <li>Collaborate with the relationship manager on account behavior and flag relevant updates, and on input for KYC.</li> <li>Collaborate closely with key internal partners, including discretionary portfolio managers and DB/p&gt;</li> <li>WM s entire range of product specialists to deliver the firm s best capabilities, solutions and investment thinking.</li> <li>Proactively identify needs and corresponding opportunities to originate solutions across capital markets, discretionary mandates, advisory mandates and alternative investments</li> <li>Proactively seek to manage and control investment portfolio risks while maximizing financial returns in line with regulations.</li> <li>Support Sub Region Head in strategy execution i.e expanding the Global South Asia footprint through offshore and onshore collaboration.</li> <li>Monitor clients asset allocation across investments and provide ideas for rebalancing across product spectrum based on CIO view.</li> <li>Support the Relationship Managers in their new client acquisition efforts through participation in client pitches and showcasing Deutsche Bank Wealth Management capabilities.</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>10 or more years of relevant investment experience of which a minimum of 5 years in wealth management/private banking</li> <li>Proven experience in portfolio construction and asset allocation, with knowledge and understanding of private clients and U/HNWI client needs.</li> <li>Managing and/or advising on multi-asset class portfolios for clients across traditional and alternative assets opportunistic/idea-driven investing</li> <li>Fluent in delivering a capital market outlook from both an investment strategist s view (i.e., top down) and a manager s view (i.e., bottom up) with the purpose of articulating why suggested allocations and solutions are appropriate for a given investment objective and market environment.</li> <li>Experienced and comfortable in leading investment discussions in one-on-one meetings and small groups</li> <li>Evidence of past success at building a business by attracting assets, principally as a result of the ability to quickly gain the confidence of a client.</li> <li>Fluent in discussing performance attribution.</li> <li>Have a good understanding of the governing regulatory framework including but not limited to applicable confidentiality / secrecy / data protection regulations and cross border rules where relevant.</li> <li>Ability to introduce existing client relationships a plus.</li> </ul>

Private Bank Investment Manager

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3791 wealth manager jobs IN Dubai United Arab Emirates

Wealth Manager

Wealth Manager

Wealth Manager - Real Estate Investment (Remote)

Independent Financial Planner / Wealth Manager / Insurance Advisor

Wealth /Relationship Manager in Dubai with leading Wealth/insrnce Org

Private Banker

Private Bank Investment Manager