Overview
Wealth Management Consultant Jobs in Dubai, UAE at Bricks Solutions Financial Consultancy
Bricks Solutions Financial Consultancy is a leading financial services firm specializing in investment funds, portfolio management, mutual funds, life & general insurance, wealth planning, and financial planning. We are committed to helping clients achieve their financial goals through expert guidance and customized solutions.
Job Overview:
We are seeking a dynamic and experienced Wealth Consultant to join our team. The ideal candidate will have prior experience as a Relationship Manager or Financial Consultant in the insurance and investment domains. You will be responsible for managing client portfolios, providing investment advice, and ensuring long-term financial growth for our clients.
Key Responsibilities:
Develop and manage relationships with high-net-worth individuals and corporate clients.
Provide expert financial advice on mutual funds, portfolio management, insurance, and investment products.
Assess clients’ financial goals, risk tolerance, and investment preferences to offer customized wealth management solutions.
Stay updated with market trends, financial products, and regulatory changes to ensure the best financial planning strategies.
Conduct financial planning sessions and investment portfolio reviews with clients.
Work closely with internal teams to ensure seamless client onboarding and service delivery.
Achieve sales and business growth targets while maintaining strong customer relationships.
What We Offer:
Attractive salary with performance-based incentives.
Career growth opportunities in a rapidly expanding financial consultancy firm.
Ongoing training and professional development programs.
A dynamic and supportive work environment.
If you are passionate about helping clients achieve their financial goals and have expertise in wealth management, we would love to hear from you!
Job Type: Full-time
Indian Candidates Preferred
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
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Title: Wealth Management Consultant
Company: Bricks Solutions Financial Consultancy
Location: Dubai, UAE
Category: Finance & Banking (Financial Consultant, Financial Sales), Sales (Financial Sales)
