Wealth Manager

The role involves assisting clients in managing finances through personalized planning, focusing on wealth growth, protection, and insurance sales.

Position: Independent Financial Planner / Wealth Manager / Insurance Advisor

Company: Nexus Insurance Brokers LLC

• Experience: 3 - 8 Years
• Location: Dubai - United Arab Emirates (UAE)

Responsible for engaging international clients, providing real estate information, conducting sales presentations, and ensuring compliance with UAE regulations.

Provide strategic financial advice, assess client needs, manage investment portfolios, and train junior recruits while ensuring compliance with industry regulations.

Seeking an experienced Wealth Manager to acquire high-net-worth clients, provide financial planning, manage portfolios, and drive revenue generation.

Drive strategic fundraising initiatives, manage large portfolios, build relationships with high-net-worth individuals, and ensure compliance in wealth management.

Manage high net worth clients, ensuring compliance, handling inquiries, and contributing to product development while achieving key performance indicators.

Manage client relationships, acquire new clients, ensure compliance, and provide holistic wealth management solutions in a private banking environment.

Responsible for servicing existing clients, managing portfolios, and fulfilling regulatory requirements while providing updates on investments and new products.

Manage relationships with High-Net-Worth Individuals, enhance customer experience, track sales data, and support a team in wealth management.

The role involves generating sales leads, nurturing client relationships, and requires strong selling skills and exceptional customer service abilities.

Lead sales strategies for ultra-luxury properties, manage high-performing teams, and build relationships with ultra-high-net-worth individuals and investors.

Maintain market knowledge, handle client transactions, conduct research, prepare offers, and build client networks with strong communication and IT skills.

Position: Relationship Manager

Company: LDA Real Estate Brokerage L.L.C.

• Experience: 1 - 6 Years
• Location: Dubai, Abu Dhabi, Ras Al Khaimah - United Arab Emirates (UAE)

Oversee hedge fund operations, develop strategies, ensure compliance, manage investor relations, and lead teams while optimizing risk-adjusted returns.

Seeking a strategic leader for Mergers and Acquisitions, focusing on financial analysis, investment banking, and corporate finance with strong negotiation skills.

The role involves strategic financial leadership, regulatory compliance, risk management, and oversight of hedge funds, mergers, and acquisitions.

Responsible for generating leads, conducting property viewings, negotiating deals, and closing sales in real estate, with strong communication and negotiation skills.

Responsible for providing investment solutions and exceptional service to high-net-worth clients, focusing on wealth management and relationship building.

Manage and advise Ultra High Net Worth clients, achieve sales targets, ensure compliance, and provide tailored investment strategies.

Enhance investment advisory services, manage client relationships, ensure compliance, and promote investment opportunities while possessing strong communication and technical skills.

Provide active Investment Advisory services, manage client portfolios, generate investment ideas, and ensure adherence to investment objectives and risk management.

Establish and execute business strategy for high-net-worth individuals, ensuring compliance, team leadership, and client relationship management to drive revenue growth.

The role involves managing high-net-worth individuals, providing tailored financial solutions, and ensuring compliance while acquiring new clients and maintaining relationships.

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