Wealth Manager

Experienced Wealth Manager Dubai

An opportunity is available for a talented Experienced Wealth Manager to join a top company in the industry in Dubai. This is an ideal chance for individuals passionate about career growth and open to relocating to a vibrant city.

The firm prides itself on being sustainable, rewarding, and award-winning, with a strong dedication to enhancing clients' financial wellbeing. They are on a mission of continued growth and seek Experienced Wealth Managers eager to contribute to this journey.

Why Join?

1. Career Growth: Manage a diverse and extensive portfolio while benefiting from extensive training and career advancement opportunities.
2. Supportive Culture: Leadership champions ongoing career support, fostering a culture that prioritizes professional development.
3. Holistic Approach: Utilize a consultative process to tailor personalized strategies that address the complex needs of clients.

Key Responsibilities:

1. Build and nurture a client base of high-net-worth individuals (B2C).
2. Manage and support client portfolios, focusing on developing strong, trusting relationships through personalized advisory services.
3. Identify and address personal and financial needs, delivering tailored wealth management solutions.
4. Conduct comprehensive reviews to assess client needs and provide bespoke financial strategies.
5. Offer a full range of solutions, including investments, pensions, savings plans, protection (insurance), estate planning, international tax planning, and fintech solutions.
6. Stay updated with legislative, financial, and procedural requirements, ensuring compliance.
7. Perform general administrative duties as required.

Skills and Experience:

1. Degree or equivalent experience in business, finance, economics, or management.
2. Proven sales acumen with experience in face-to-face client interactions.
3. Strong service focus with exceptional numerical, analytical, and attention-to-detail skills.
4. Experience managing high-net-worth clients with an understanding of investments, offshore solutions, and pension plans.
5. Reliable, professional, and a team player with a track record of delivering top-quality service.
6. Proven financial sales success with a drive for targets and ambition.
7. UK qualifications preferred.

Company Benefits:

1. Opportunity to earn further chartered qualifications relevant to the industry.
2. Diverse career opportunities and progression.
3. Potential for transfers to different locations.
4. Competitive commission bonuses with a transparent structure.
5. Comprehensive individual and team training to support development.
6. Leading industry administration and compliance structures.
7. Advanced IT & CRM systems and top-notch technical support.
8. Full product training.

For those excited by the prospect of a challenging and rewarding role, ready for a new adventure in Dubai, this position is a fantastic opportunity to join an esteemed team.