wealth manager

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
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 Fluent in Arabic and English
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 Digital savvy and MS Office proficiency
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 <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

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

Bharti Consultants

<div>Royal Relationship Manager Au small Finance Bank south mumbai Location
Required Skills
Wealth managment, NTB, Portfolio management services, Wealth Products, MDRT, Contest</div>

Yes bank - BM - Aqsa - Mumbai - JAN

DRA Altamira Projects LLP

Job TitleFamily Office Manager (Mutual Fund Manager)LocationPS Arcadia Central, Camac Street, Park Street, Kolkata, West Bengal(On-site | Easily commutable central business district)Salary Range₹35,000 &ndash; ₹60,000 per monthImmediate joiners preferred | Maximum notice period: 30 daysIndustryBFSI | Capital Markets | Wealth Management | Mutual FundsRole OverviewDRA Group is seeking a high-calibre Family Office Manager (Mutual Fund Manager) to lead end-to-end family office operations, with a strong focus on mutual fund portfolio management, performance optimization, market-driven asset allocation, and capital preservation. This role is ideal for professionals who have managed high-stakes portfolios, AUM-driven strategies, and dynamic market cycles.Key Responsibility Areas<ul><li>End-to-end management of family office investment operations</li></ul><ul><li>Mutual fund portfolio construction, monitoring, and performance analysis</li></ul><ul><li>Asset allocation, rebalancing, and risk management across market cycles</li></ul><ul><li>Strategic response to bullish, bearish, and volatile market conditions</li></ul><ul><li>Portfolio analytics, forecasting, and market indicator&ndash;based recommendations</li></ul><ul><li>Advisory support to top management on capital deployment and optimization</li></ul><ul><li>Performance tracking aligned with benchmarks, AUM growth, and risk metrics</li></ul><ul><li>Coordination with brokers, AMCs, custodians, and financial institutions</li></ul>Ideal Candidate Profile<ul><li>Experience in mutual fund management, portfolio advisory, or family office operations</li></ul><ul><li>Prior exposure with firms such as Motilal Oswal, Nippon India Mutual Fund, AMC/brokerage houses, PMS, or wealth firms preferred</li></ul><ul><li>Strong understanding of capital markets, fund performance metrics, and investment strategy execution</li></ul><ul><li>Data-driven, market-aware, and investment-outcome focused mindset</li></ul>QualificationGraduate/Postgraduate in Finance, MBA (Finance), CFA/CFP (preferred)Why Join DRA Group<ul><li>Direct ownership of group-level investment portfolio</li></ul><ul><li>Exposure to strategic capital decision-making</li></ul><ul><li>High-visibility role with management-level influence</li></ul><ul><li>Stable, long-term family office structure with growth mandate</li></ul>Contact- HR Manager8584874282Job Types: Full-time, PermanentPay: ₹35,000.00 - ₹60,000.00 per monthBenefits:<ul><li>Cell phone reimbursement</li><li>Commuter assistance</li><li>Health insurance</li><li>Internet reimbursement</li><li>Leave encashment</li><li>Life insurance</li><li>Paid sick time</li><li>Paid time off</li><li>Provident Fund</li></ul>Application Question(s):<ul><li>What is your current in-hand salary?</li><li>What will be your expected salary?</li></ul>Work Location: In person

Family Office Manager (Mutual Fund Manager)

Esas Holding

<div>
 
 We are seeking a highly dedicated and client-focused
 
 Client Relationship Manager
 
 to join our ESAS Asset and Wealth Management team. This role is responsible for managing long-term relationships with ESAS clients, ensuring exceptional service delivery, and understanding client needs to provide tailored solutions. You will work closely with family clients, portfolio management, and operations teams, while gaining exposure to the full spectrum of family office services. This is a high-impact role that requires strong communication skills, professionalism, and the ability to manage complex client expectations with precision and discretion.
 
 
 
 
 
 
 Key Responsibilities
 
 
 <ul>
 <li>
 Build and maintain strong, long-term relationships with ESAS clients, ensuring seamless and high-touch service delivery.
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 Understand client needs and develop tailored plans to address their requirements effectively.
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 Coordinate closely with Operations, Portfolio Management, and private assistants to ensure smooth execution of client-related processes.
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 Provide timely and accurate support for all client requests, inquiries, and transactions.
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 Act as the primary point of contact for client concerns; resolve issues professionally and escalate when necessary.
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 Achieve client relationship management KPIs set by ESAS Asset and Wealth Management.
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 Discuss service scope, business contracts, and associated costs with clients as needed.
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 Maintain active relationships with financial institutions, banks, legal partners, and fund management companies.
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 Ensure proper and systematic maintenance of corporate records and client documentation.
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 Support the monitoring, tracking, and reporting of all asset types within the client portfolio.
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 Keep detailed records of meetings, follow-ups, and action points.
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 </ul>
 
 
 
 
 
 Qualifications
 
 
 <ul>
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 Minimum 10 years of experience in client relationship management, banking, finance, or a related field.
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 Strong interpersonal and communication skills; ability to build trust and rapport with high-profile clients.
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 Advanced proficiency in spoken and written English.
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 Proven track record of meeting and exceeding performance targets.
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 Strong problem-solving and judgment skills, with a customer-oriented mindset.
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 Ability to work effectively under pressure and in a fast-paced environment.
 </li>
 <li>
 Proficiency in MS Office and experience with CRM platforms.
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 Awareness of market developments and industry trends, with ability to adapt quickly.
 </li>
 </ul>
 
 
</div>

Client Relationship Manager

Emirates Islamic

<div>Job Responsibility:
The incumbent will be responsible for:
<ul><li>Work closely with a group of Relationship Managers to Manage and promote investment and Takaful product s (primary function)
</li><li>Manage alongside the Relationship Managers, client profiling, sales process for investment, and Takaful products
</li><li>Training of Relationship Managers on selling and portfolio management for investments and Takaful
</li><li>Liaise with internal stake holders, product providers and various other parties to ensure smooth processing of sales and prompt reply to client enquiries
</li><li>Provide support during initiatives aimed to cross-sell initiatives to increase investment, and Takaful product penetrations with in Priority Banking
</li></ul>1. Investment Products revenue growth and penetration increase
<ul><li>Drive initiatives to increase investment revenues and penetration in priority banking customers
</li><li>Manage and meet customers and develop investment proposals for large customers through profiling and model portfolios
</li></ul>2. Takaful Products revenue growth and penetration increase
<ul><li>Drive initiatives to increase Takaful revenues and penetration in priority banking customers
</li><li>Manage and meet customers and develop Takaful proposals for large customers through profiling and model portfolios
</li></ul>3. Training of RMs and on-job coaching
<ul><li>Train all the RMs on investment and Takaful products
</li><li>On the job coaching of RMs for investments and Takaful products
</li></ul>4. Compliance and Prevention of Miss-selling
<ul><li>Ensure compliance to mentioned polices during investment and Takaful sales process and ensure minimal miss-selling
</li><li>Training of RMs on compliance and risks
</li><li>Ensure monitoring when required
</li></ul>5. Efficient team oversight and development
<ul><li>Oversee team activity, Drive revenue, ensure highest quality standards are maintained
 </li><li>Allocate sub-targets and assist segment to achieve their budgets
</li><li>Ensure continuous professional (hard and soft skill) development of team members
</li></ul>6.Product and platform development
<ul><li>Work closely with product team and various other stake holders to ensure smooth delivery of investment products
</li><li>Provide feedback to enhance platform through launch of profiling tools and build up on investment product list and plat
</li></ul>Job Skills &amp; Qualifications:
<ul><li>Bachelor&rsquo;s degree in Finance
</li><li>CFA certification
</li><li>CISI Certification / Other Certifications
</li><li>5+ years of similar experience in other banks or wealth management institutions
</li><li>Experience as wealth manager for at least 3 years
</li><li>Experience in investment product management of at least 3 years
</li><li>Experience across a wide range of Banking areas, e.g. Retail, wealth management, SME
</li></ul>What we offer you:
<ul><li>Competitive salary package
</li><li>Strong emphasis on work-life balance and wellbeing across the bank
</li><li>World-class Learning &amp; Development platform and career development
</li><li>Generous annual leave entitlement and Private Healthcare
</li><li>Preferential banking facilities for employees</li></ul></div>

Investment Advisor - Priority Banking

Synchronicity Group

Synchronicity Financial Services are working with a leading wealth manager to recruit an experienced Financial Planner to join their Southampton office. As a result of retiring Partners, our client is looking for a highly motivated and ambitious, experienced Financial Planner to help support the continued growth of the business in the region and will offer a clear progression path and a route to equity. You will have 4+ years financial planning experience and either a likely client following of at least £30mAUM, post restrictive covenants, or established introducer relationships that you can bring with you. There are already many new business avenues in place for you to benefit from also, as well as full paraplanning, admin and marketing support. This role can be offered at Associate Director, Director, or Partner level. There is no man-management responsibilities, but the opportunity to lead a team in the future as a player/manager is definitely possible. This role is offered on a hybrid basis with typically 3 days a week in the office. Salary advertised is a guide of the base, there is a bonus scheme and a good benefits package on top. For someone with a good client bank to bring, they will also offer a bespoke package linked to assets transferred in the first few years which can be very lucrative.

Financial Planner - Director/Partner

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