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 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>

Confidential

<div>
 
 Are you ready to take the next step in your financial services career? We&rsquo;re looking for a motivated
 
 Assistant Relationship Wealth Manager
 
 to support client acquisition and relationship development with High-Net-Worth Individuals (HNWIs). This is an exciting opportunity for an early-career professional to learn from experienced managers while contributing directly to commercial success.
 
 
 
 
 
 
 What You&rsquo;ll Do
 
 
 <ul>
 <li>
 
 Engage &amp; Acquire:
 
 Identify and pursue new leads through networking, referrals, events, and digital platforms.
 </li>
 <li>
 
 Client Interaction:
 
 Conduct in-person and virtual meetings to understand client goals and present tailored investment proposals.
 </li>
 <li>
 
 Market Insight:
 
 Stay informed on global investment trends and client preferences, especially in alternative investments.
 </li>
 <li>
 
 Commercial Support:
 
 Assist in onboarding clients, track pipeline progress, and help achieve team targets.
 </li>
 <li>
 
 Collaborate &amp; Grow:
 
 Work closely with senior managers for mentorship and contribute to a culture of learning and high performance.
 </li>
 </ul>
 
 
 
 
 
 What We&rsquo;re Looking For
 
 
 <ul>
 <li>
 
 Education:
 
 Bachelor&rsquo;s in Finance, Economics, or Business (Postgraduate or CFA preferred).
 </li>
 <li>
 
 Experience:
 
 Minimum 2 years in Treasury, Private Banking, Wealth Management, or Financial Services.
 </li>
 <li>
 
 Certification:
 
 CMA Kuwait Rules and Regulations required.
 </li>
 <li>
 
 Skills:
 
 Entrepreneurial drive and commercial acumen
 </li>
 <li>
 Excellent communication in Arabic and English
 </li>
 <li>
 Digital readiness and MS Office proficiency
 </li>
 <li>
 Strong client focus and resilience
 </li>
 </ul>
 
 
 
 
 
 Why You&rsquo;ll Love This Role
 
 
 
 You&rsquo;ll join a dynamic environment where innovation meets client-centric excellence. If you&rsquo;re passionate about wealth management and eager to grow, this is your chance.
 
 
 
 
 
 📩
 
 Apply Today
 
 and start building your future in wealth management.
 
</div>

Assistant Wealth Manager

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)

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

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

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