Wealth Manager - Mutual Funds

Job Summary

We are seeking an experienced and client-focused Wealth Manager with strong expertise in Mutual Funds to manage and grow client portfolios. The role involves understanding client financial goals, providing investment advice, recommending suitable mutual fund products, and building long-term client relationships.

Key Responsibilities

• Manage and grow a portfolio of high-net-worth and retail clients
• Assess clients’ financial goals, risk profile, and investment horizon
• Recommend appropriate mutual fund schemes (equity, debt, hybrid, ELSS, SIPs)
• Execute mutual fund investments and monitor portfolio performance
• Provide regular portfolio reviews and performance reports to clients
• Acquire new clients through referrals, networking, and relationship management
• Stay updated on market trends, fund performance, and regulatory changes
• Ensure compliance with internal policies and regulatory guidelines
• Educate clients on investment strategies, asset allocation, and market risks

Required Qualifications

• Bachelor’s degree in Finance, Business, Economics, or related field
• Relevant certifications such as NISM Mutual Fund Certification (mandatory/preferred)
• 4+ years of experience in wealth management, investment advisory, or mutual fund sales
• Proven experience in selling or advising on mutual fund products
• Experience managing client portfolios and achieving investment or revenue targets

Job Types: Full-time, Permanent

Pay: AED10,000.00 - AED20,000.00 per month