Wealth Manager UAE

Overview

Wealth Manager UAE Jobs in Dubai, UAE at Independent Resourcing Consultancy Ltd

Position:  Wealth Manager

Location:

Dubai, UAE

Employment Type:

Full-Time

About the Role:

My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their

dynamic

team in Dubai. This role is pivotal in providing tailored financial advice and wealth management solutions to high-net-worth individuals and families. The ideal candidate will have a

proven track record

in wealth management, exceptional

client relationship

skills, and a deep understanding of the financial markets.

Key Responsibilities:

Develop and manage a portfolio of high-net-worth clients, providing personalized financial strategies and investment advice. Conduct comprehensive financial planning, including investment management,

retirement planning

, estate planning, and tax

optimization

. Analyze clients’ financial situations, risk tolerance, and investment goals to create tailored wealth management plans. Monitor and review clients’ investment portfolios, making adjustments as necessary to ensure alignment with their financial objectives.

Stay updated with market trends, economic conditions, and regulatory changes to provide informed advice to clients. Collaborate with internal teams, including investment analysts and financial planners, to deliver integrated financial solutions. Maintain strict confidentiality and adhere to all regulatory and compliance requirements.

Qualifications:

Bachelor’s degree in Finance, Economics, Business Administration, or a related field (Master’s degree or relevant certifications preferred). Minimum of 5 years of experience in wealth management or a related financial advisory role.

Proven track record

of managing and growing a portfolio of high-net-worth clients. Strong knowledge of financial products, investment strategies, and market dynamics. Excellent

communication

, negotiation, and interpersonal skills. Ability to build and maintain long-term client relationships based on trust and integrity.

Proficiency in financial planning software and tools. A transferable book of clients with over $5 million in Assets Under Management (AUM) is required.  Skills and

Competencies:

Strategic thinking and

analytical skills

. High level of

professionalism

and ethical standards. Client-focused with a commitment to delivering

exceptional service

. Strong organizational and time management skills. Ability to work independently and as part of a team.

Benefits:

Competitive salary

and performance-based incentives. Comprehensive health and

wellness

benefits. Opportunities for

professional development

and

career advancement

. Supportive and

collaborative work

environment.

Application Process:

Interested candidates are encouraged to apply with their resume and a cover letter detailing their relevant experience and why they are a good fit for this role. #J-18808-Ljbffr

Title: Wealth Manager UAE

Company: Independent Resourcing Consultancy Ltd

Location: Dubai, UAE

Category: Finance & Banking (Financial Consultant, Wealth Management)