Overview
Wealth Portfolio builder Jobs in United Arab Emirates at iKonsult Recruitment Solutions
Title: Wealth Portfolio builder
Company: iKonsult Recruitment Solutions
Location: United Arab Emirates
This is not a sales-heavy RM role and not a pure trading role
The person should know how to create portfolios for clients based on:
✅ Risk profile
✅ Asset allocation
✅ Investment goals
✅ Product suitability
✅ Market view
✅ Portfolio reviews
Ideal background:
• Wealth Management / Private Banking / Family Office / Investment Advisory
• Experience supporting RMs with portfolio proposals and recommendations
• Strong understanding of mutual funds, PMS, AIFs, bonds, equities, ETFs, structured products, etc.
• Crypto understanding is important — should follow or personally explore crypto as an asset class
• Basic trading knowledge is good, but the role is more about portfolio construction
• Some client-facing experience is preferred