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?

- Career Growth: Manage a diverse and extensive portfolio while benefiting from extensive training and career advancement opportunities.

- Supportive Culture: Leadership champions ongoing career support, fostering a culture that prioritizes professional development.

- Holistic Approach: Utilize a consultative process to tailor personalized strategies that address the complex needs of clients.

Key Responsibilities:

- Build and nurture a client base of high-net-worth individuals (B2C).

- Manage and support client portfolios, focusing on developing strong, trusting relationships through personalized advisory services.

- Identify and address personal and financial needs, delivering tailored wealth management solutions.

- Conduct comprehensive reviews to assess client needs and provide bespoke financial strategies.

- Offer a full range of solutions, including investments, pensions, savings plans, protection (insurance), estate planning, international tax planning, and fintech solutions.

- Stay updated with legislative, financial, and procedural requirements, ensuring compliance.

- Perform general administrative duties as required.

Skills and Experience:

- Degree or equivalent experience in business, finance, economics, or management.

- Proven sales acumen with experience in face-to-face client interactions.

- Strong service focus with exceptional numerical, analytical, and attention-to-detail skills.

- Experience managing high-net-worth clients with an understanding of investments, offshore solutions, and pension plans.

- Reliable, professional, and a team player with a track record of delivering top-quality service.

- Proven financial sales success with a drive for targets and ambition.

- UK qualifications preferred.

Company Benefits:

- Opportunity to earn further chartered qualifications relevant to the industry.

- Diverse career opportunities and progression.

- Potential for transfers to different locations.

- Competitive commission bonuses with a transparent structure.

- Comprehensive individual and team training to support development.

- Leading industry administration and compliance structures.

- Advanced IT & CRM systems and top-notch technical support.

- 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.