wealth manager

The Family Office Company BSC (c)

<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

Comspark Innov & Infra

Job Description: Wealth Consultant (Advent &amp;amp; Prospero Expertise)Role OverviewThe Consultant will lead the development and enhancement of wealth management solutions, focusingon applications such as Advent and Prospero. This role demands deep domain knowledge in wealth andinvestment operations, strong stakeholder engagement, and the ability to translate business needs intotechnical deliverables.Key Responsibilities&#61623; Define the product vision and roadmap for wealth platforms including Advent and Prospero.&#61623; Collaborate with stakeholders across Wealth Tribe, Investment Operations, and IT to gather andprioritize requirements.&#61623; Own the product backlog and ensure alignment with strategic goals and regulatoryrequirements (e.g., CPF Annual Regulation, Islamic proposition, ECM integration).&#61623; Lead Agile ceremonies and ensure timely delivery of features such as SIP workflows, tradesettlement automation, and incremental load enhancements.&#61623; Coordinate with vendors for onboarding, Solutioning, and production support across Advent andProspero platforms.&#61623; Monitor platform performance and resolve issues related to tactical VAT invoicing, tradeexecution, and fee accruals.Required Skills &amp;amp; Experience&#61623; Proven experience in the Wealth Management domain, preferably within banking or financialservices.&#61623; Hands-on experience with Advent and Prospero applications. Preferable to know the completeworking of the application life cycles.&#61623; Strong understanding of investment products, portfolio types, and regulatory frameworks (e.g.,FINMA, CPF)&#61623; Technical proficiency in managing integrations, incremental data loads, and platformdependencies&#61623; Excellent communication and stakeholder management skills, with a track record of cross-functional collaborationPreferred Qualifications&#61623; Bachelor's or Master&rsquo;s degree in Finance, Business, or Information Technology.&#61623; Certifications in Agile/Scrum methodologies&#61623; Certifications in Wealth/ Investment Banking&#61623; Experience with vendor engagement for wealth platforms.Job Types: Full-time, PermanentPay: AED18,000.00 - AED20,000.00 per month

Northwestern Mutual

<div>Benefits: 
<ul><li>Stipend</li>
<li>Retirement</li>
<li>Bonus based on performance</li>
<li>Dental insurance</li>
<li>Flexible schedule</li>
<li>Health insurance</li>
<li>Opportunity for advancement</li>
<li>Training &amp; development</li>
<li>Vision insurance</li>
</ul> 
Are you a veteran with an unwavering sense of mission? Do you excel in navigating challenges and striving for excellence both in your military service and civilian career? The Habetz Network of Northwestern Mutual is seeking to onboard a new Wealth Manager to our team, as we expand across the Greater Gulfport and New Orleans markets. We are a united group of determined, ambitious professionals, eager to make a difference in people&rsquo;s lives as we accelerate the growth of our district office. 
 
Click the link below to hear Robert Novanty's inspiring journey from serving with the US Marines to a successful career in civilian life at Northwestern Mutual: https://careers.northwesternmutual.com/field-careers/military/ 
 
Our 3 Uniques: What Sets Us Apart
 
<ul><li>Development: World-class coaching and mentoring at both local and national levels, supporting growth throughout your career.</li>
<li>Relationships: A highly engaged, supportive culture that values connection and collaboration.</li>
<li>Northwestern Mutual: Financial strength, a unique mutual structure, an exclusive distribution system, and a proven planning process for lasting impact.</li>
</ul>Position Overview: 
As a Wealth Manager you will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions. Your responsibilities will include: 
<ul>
<li>Client Assessment: Evaluate clients' financial needs and goals to recommend appropriate insurance products.</li>
<li>Customized Solutions: Develop personalized insurance plans that align with clients' long-term financial strategies.</li>
<li>Relationship Building: Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve.</li>
<li>Product Knowledge: Stay informed about the latest insurance products and industry trends to provide clients with the best options available.</li>
<li>Compliance and Ethics: Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards.</li>
</ul>Why Our Representatives Thrive: 
<ul>
<li>Potential for abundant, consistent, and predictable results.</li>
<li>A collaborative, high-support team environment, fostering growth and camaraderie.</li>
<li>Full business development process training and support for seamless operations.</li>
<li>Proven operational systems and cutting-edge technology for enhanced agent efficiency.</li>
<li>Achieving high performance while maintaining a great quality of life.</li>
<li>A company experiencing rapid growth, offering leadership opportunities for top performers.</li>
</ul>Candidate Characteristics: 
<ul>
<li>Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators.</li>
<li>People who prioritize understanding the &quot;who, why, and how&quot; behind actions more than just the &quot;what.&quot;</li>
<li>Savvy communicators who find joy in simplifying complex decisions for others.</li>
<li>Generous souls who gladly treat others without hesitation.</li>
<li>Ambitious thinkers who embrace boundless opportunities and possibilities.</li>
<li>Advocates for teamwork and cooperation, where everyone contributes equally.</li>
<li>Passionate about their work, yet approachable and good-natured in their demeanor.</li>
</ul>Benefits: 
<ul>
<li>Strong Earnings Potential: Combining first year income and unlimited upside.You will have the opportunity to earn a first year stipend, ensuring you an income for putting in the work and meeting the position&rsquo;s requirements. Plus, unlimited variable compensation based on outcomes achieved.</li>
<li>Significant bonus opportunity commiserate with outcomes.</li>
<li>Dental insurance.</li>
<li>Health insurance.</li>
<li>Life insurance.</li>
<li>Retirement plan.</li>
<li>Vision insurance.</li>
</ul>Education: 
<ul><li>
Bachelor's Degree (preferred)</li></ul>
Our thriving offices are located: 
New Orleans: 111 Veterans Memorial Blvd. Ste 940 Metairie, LA 70005 
Mandeville: 1130 W Causeway Approach Mandeville, LA 70471 
 
Meet the Backbone of Our Success, Our Local Leaders: 
Avril Habetz, Managing Partner: 
<ul>
<li>How long with NM? 17 years.</li>
<li>Previous job/career/business experience? Retail background as a manager of a local gift shop and Banana Republic.</li>
<li>Passionate about outside of work? Mom of 4, married for 16 years to Dr. Vandon Habetz from Lafayette, LA. Oldest of 6 and a former high school athlete. Loves being involved in the board of the Council of Catholic School Cooperative Clubs, helping all parent clubs in the Catholic school system, enjoying her growing family, traveling to new places, and attending any and all sporting events.</li>
</ul>Matt Malbrough, Wealth Management Advisor: 
<ul>
<li>How long with NM? 12 years.</li>
<li>Previous job/career/business experience? Former intern, worked in furniture sales.</li>
<li>Passionate about outside of work? Loves to run, enjoys the outdoors, father of 2, and is actively involved in his church.</li>
</ul>Amanda Roark, Associate Development Officer: 
<ul>
<li>How long with NM? 10 years.</li>
<li>Previous job/career/business experience? Former intern, worked as a P&amp;C servicing representative.</li>
<li>Passionate about outside of work? Former high school athlete, mom of 2, loves trivia, traveling, and is a big fan of Premier League soccer.</li>
</ul>Bryant Boudreaux, Financial Advisor: 
<ul>
<li>How long with NM? 6 years.</li>
<li>Previous job/career/business experience? Former intern, worked as a bartender.</li>
<li>Passionate about outside of work? Former high school athlete, engaged, loves spending time with friends and family experiencing NOLA culture, playing golf, and cheering for LSU &amp; the Saints.</li>
</ul>If these qualities describe you, then our office might just be your perfect fit. We are looking to bring on the right individual to join our team and help expand our broader service offering, with an emphasis on growing our insurance and financial services portfolios. Prior insurance or financial services experience is not required. 
 
This position offers flexibility, but we're seeking individuals who are open to in-person training and eager to be an active part of our daily and weekly office culture, contributing to our team synergy and vibrant work environment. 
 
Join us on this exciting journey, where we take insurance and financial services to a whole new level of excitement and fulfillment. 
 
 
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Avril Habetz is a General Agent of NM. Managing Partners are not in legal partnership with each other, NM, or its subsidiaries. 
Flexible work from home options available.</div>

Wealth Manager with Military Background

Smart Money Finserv

JOB PROFILE :We are seeking dynamic and motivated individuals to join our team as Part-Time Insurance Wealth Managers under our Wider Insurance Network initiative from. This role offers an excellent opportunity to build a career in the insurance and wealth management sector while enjoying flexible working hours plus insentive based compensation.As a Insurance Wealth Managers Associate, you will be responsible for promoting and selling life insurance products, building client relationships, and contributing to market expansion through wider distribution.ELIGIBILITY CRITERIA:<ul><li>Age: 18 to 60 years</li><li>Minimum Qualification: 10th Pass</li><li>Valid PAN Card</li><li>Valid Aadhaar Card</li><li>Active Bank Account</li></ul>SKILLS REQUIRED:<ul><li>Strong communication and interpersonal skills</li><li>Sales and persuasion abilities</li><li>Customer relationship management</li><li>Basic understanding of insurance and financial products</li><li>Self-motivated and target-oriented</li><li>Ability to work independently</li><li>Basic computer literacy</li><li>Proficiency in local/regional language preferred</li></ul>KEY RESPONSIBILITIES:<ul><li>Identify and approach potential customers for life insurance products</li><li>Explain insurance policies, benefits, and features to prospective clients</li><li>Generate leads and convert them into sales</li><li>Maintain strong relationships with existing clients and provide post-sales service</li><li>Achieve monthly/quarterly sales targets as assigned</li><li>Complete mandatory training programs</li><li>Comply with company policies, code of conduct, and regulatory requirements</li><li>Maintain accurate records and documentation in the Siddhi system</li><li>Participate in team meetings and training sessions as required</li><li>Stay updated on new products, market trends, and industry developments</li></ul>ADDITIONAL CANDIDATE PREFERENCES:<ul><li>Experience: Freshers are welcome; prior experience in sales, insurance, or financial services is an advantage</li><li>Professional Background: Candidates with experience in customer-facing roles, direct sales, or financial advisory will be preferred</li><li>Educational Background: Graduates or those with higher education in Commerce, Business, or related fields preferred but not mandatory</li><li>Location: Candidates should be willing to work in their designated territory/branch area</li><li>Availability: Should be able to dedicate minimum working hours as per business requirements</li><li>Integrity: Candidates with a clean professional record; no prior terminations or disciplinary actions</li><li>ESIC &amp; UAN Details: If previously employed, candidates should provide ESIC and UAN numbers</li></ul>Job Type: Part-timePay: &#8377;12,000.00 - &#8377;300,000.00 per yearExpected hours: No less than 4 per weekBenefits:<ul><li>Flexible schedule</li></ul>Work Location: In person

Insurance Wealth Manager ( PART TIME)

Nexus Insurance Brokers

<div><div>As a well-established Insurance Brokerage, our client bank reflects Qatar&rsquo;s population, as does our team of established Financial Consultants &ndash; we serve clients in every community.
Operating from our prestigious offices in The Palm Tower (Al Dafna), you will offer a full range of life insurance, savings and investment products to our clients, new and existing. Further, you will be able to offer a full range of commercial insurance, employee benefits and personal lines insurance, supported by a first class administration team.
Qatar is a fabulous growth market and we are looking for experienced and qualified financial services advisers . You will speak English fluently and be able mix in a variety of social settings. Qatar is a highly regulated market and you will need qualifications, equivalent to a &lsquo;Diploma&rsquo; in the UK (a Level 4 qualification), to work there.
Our Financial Consultants operate in teams, managed by experienced Sales Managers who are there to help you to network, understand client needs and find the right solutions for each customer. 
</div><div><div><div><div>Job Categories: Sales
</div><div>Job Types: Full Time
</div><div>Job Locations: Qatar</div></div></div></div></div>

Wealth Manager Qatar

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>Key Roles &amp; Responsibilities: 

<ul><li>To be responsible for managing Key Clients &ndash; HNIs and Ultra HNIs and provide expert relationship management experience.</li>
<li>In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries Wealth.</li>
<li>Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors and maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI and Ultra HNI clients.</li>
<li>Ensure regular engagement with mapped relationships and maintain quality of portfolio by ensuring profitability at each client level and showcase full range of consumer and commercial banking products to existing and potential Key Clients of the Bank and harness incremental business opportunities across all products.</li>
<li>Contributing to the development of new products and services, by channelizing self and customer feedback to the respective Program Teams and ensure compliance to Know Your Customer (KYC) and Anti Money Laundering (AML) requirements in all dealings with existing and potential customers.</li>
<li>Participate in cross-functional activities that help promote and nurture collective responsibility to the bigger objectives of the institution</li>
</ul>
Required Skills
PREFFERED, IMPERIA, BRANCH REALTIONSHIP MANAGER, Select RM, Wealth RM, PRIVELLEGE BANKER, Royal RM, IDFC Wealth Managers, Burgundy RMs, Axis Priority, Indusind Pioneer, pb sales, RO</div>

Equitas - Branch Manager - Delhi - Sudarshan - Dec

Search 10000+ Wealth manager jobs near you this December. New roles added regularly across leading industries. Apply today.

10000 wealth manager jobs NEAR_ME

Wealth Manager

Wealth Manager

Wealth Manager with Military Background

Insurance Wealth Manager ( PART TIME)

Wealth Manager Qatar

Wealth Relationship Manager

Equitas - Branch Manager - Delhi - Sudarshan - Dec