Wealth Management Partner

Dubai, Dubai Independent Resourcing Consultancy Ltd

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Job Description

Our client is a prestigious member of the FTSE 100, managing over 150 billion GBPin Client Funds Under Management. Globally, they are a prominent wealth management firm for the expatriate community, with established internationaloffices in Dubai, Hong Kong, and Singapore.

Responding to the changing needs and demographics of the expatriate community, our client is extending its reach into the UAE. They are seeking seasoned financial advisers to cater primarily to the UAE's large expatriate community, though the scope is not limited to this region. This presents an exceptional opportunity for dedicated and ambitious individuals to enhance their career experience and, in partnership with the client, develop personal and business equity in one of the world's most dynamic economies.

The success of our client is deeply rooted in their commitment to quality, face-to-face wealth management advice and in building long-term, trusted client relationships. The firm's distinction is also attributed to its unique Investment Management Approach.

What our client offers to a successful candidate:

- Comprehensive training and development for securing local qualifications and licensing

- Practice management and tailored marketing support

- Access to extensive support resources available to all partners of the client

- Access to research and insights from an industry-leading investment team

- A dynamic and engaging office environment with supportive, driven colleagues

A little about the ideal candidate:

- Degree-holder and industry-qualified level 4 minimum.

- Experienced or currently practicing as an adviser

- Proven track record in business networking

- Exceptional sales skills in advisory services

- Driven by the commitment to providing outstanding client experiences

- Highly motivated and goal-oriented, aspiring to succeed and build a business

If you believe your skills and experience are a good fit for this opportunity, we encourage you to apply.

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Head - Wealth management

Dubai, Dubai Qataryello

Posted today

Job Viewed

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Job Description

The client is a prominent financial institution with a strong international presence, including extensive operations in the UAE. They offer a comprehensive range of banking services, including a dedicated Wealth Management division focused on providing tailored financial solutions to their clientele.

  • Develop and Implement Wealth Management Proposition: Create and execute the entire wealth management offering for the UAE market, ensuring alignment with target segments and risk parameters.
  • Drive Sales and Service Excellence: Lead efforts to achieve business targets through effective sales strategies, a strong sales force system, and maintaining high standards of customer service.
  • Ensure Governance, Compliance, and Regulatory Adherence: Oversee strict adherence to internal policies, successful audits, and all regulatory requirements set by UAE authorities.
  • Lead Training and Coaching Initiatives: Continuously train and develop the wealth management team and branch staff, focusing on product knowledge, customer needs, and certification.
  • Manage Key Stakeholders and Programs: Foster strong relationships with internal and external stakeholders, and manage the end-to-end life-cycle of the wealth management program, ensuring timely execution of deliverable.
  • Possesses over 10-15 years of extensive experience in wealth management, coupled with a postgraduate qualification (preferred).
  • Demonstrates in-depth understanding of the global financial industry and technical expertise in UAE markets .
  • Highly knowledgeable about regulatory requirements across various jurisdictions pertaining to wealth management.
  • Proven ability to develop and execute strategic wealth management propositions that drive market share and profitability.
  • A strong leader capable of training and coaching teams , ensuring governance and compliance , and managing key stakeholders effectively.
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Head - Wealth management

Dubai, Dubai Qataryello

Posted 2 days ago

Job Viewed

Tap Again To Close

Job Description

The client is a prominent financial institution with a strong international presence, including extensive operations in the UAE. They offer a comprehensive range of banking services, including a dedicated Wealth Management division focused on providing tailored financial solutions to their clientele.

  • Develop and Implement Wealth Management Proposition: Create and execute the entire wealth management offering for the UAE market, ensuring alignment with target segments and risk parameters.
  • Drive Sales and Service Excellence: Lead efforts to achieve business targets through effective sales strategies, a strong sales force system, and maintaining high standards of customer service.
  • Ensure Governance, Compliance, and Regulatory Adherence: Oversee strict adherence to internal policies, successful audits, and all regulatory requirements set by UAE authorities.
  • Lead Training and Coaching Initiatives: Continuously train and develop the wealth management team and branch staff, focusing on product knowledge, customer needs, and certification.
  • Manage Key Stakeholders and Programs: Foster strong relationships with internal and external stakeholders, and manage the end-to-end life-cycle of the wealth management program, ensuring timely execution of deliverable.

  • Possesses over 10-15 years of extensive experience in wealth management, coupled with a postgraduate qualification (preferred).
  • Demonstrates in-depth understanding of the global financial industry and technical expertise in UAE markets.
  • Highly knowledgeable about regulatory requirements across various jurisdictions pertaining to wealth management.
  • Proven ability to develop and execute strategic wealth management propositions that drive market share and profitability.
  • A strong leader capable of training and coaching teams, ensuring governance and compliance, and managing key stakeholders effectively.

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This advertiser has chosen not to accept applicants from your region.

Head - Wealth management

Dubai, Dubai Client of Michael Page

Posted 2 days ago

Job Viewed

Tap Again To Close

Job Description

The client is a prominent financial institution with a strong international presence, including extensive operations in the UAE. They offer a comprehensive range of banking services, including a dedicated Wealth Management division focused on providing tailored financial solutions to their clientele.

  • Competitive Salary & Benefits
  • Collaborative Work Environment
About Our Client

The client is a prominent financial institution with a strong international presence, including extensive operations in the UAE. They offer a comprehensive range of banking services, including a dedicated Wealth Management division focused on providing tailored financial solutions to their clientele.

Job Description
  • Develop and Implement Wealth Management Proposition: Create and execute the entire wealth management offering for the UAE market, ensuring alignment with target segments and risk parameters.
  • Drive Sales and Service Excellence: Lead efforts to achieve business targets through effective sales strategies, a strong sales force system, and maintaining high standards of customer service.
  • Ensure Governance, Compliance, and Regulatory Adherence: Oversee strict adherence to internal policies, successful audits, and all regulatory requirements set by UAE authorities.
  • Lead Training and Coaching Initiatives: Continuously train and develop the wealth management team and branch staff, focusing on product knowledge, customer needs, and certification.
  • Manage Key Stakeholders and Programs: Foster strong relationships with internal and external stakeholders, and manage the end-to-end life-cycle of the wealth management program, ensuring timely execution of deliverable.
The Successful Applicant
  • Possesses over 10-15 years of extensive experience in wealth management, coupled with a postgraduate qualification (preferred).
  • Demonstrates in-depth understanding of the global financial industry and technical expertise in UAE markets.
  • Highly knowledgeable about regulatory requirements across various jurisdictions pertaining to wealth management.
  • Proven ability to develop and execute strategic wealth management propositions that drive market share and profitability.
  • A strong leader capable of training and coaching teams, ensuring governance and compliance, and managing key stakeholders effectively.
What's on Offer
  • Strategic Leadership Opportunity: This role offers the chance to develop and implement the entire Wealth Management proposition for the UAE, providing significant influence and impact on the bank's growth in a key market.
  • High-Impact and Growth Potential: The position involves driving increased market share and profitability, along with continuous team development and stakeholder engagement, making it ideal for a candidate seeking a challenging role with clear growth metrics.

Disclaimer: Naukrigulf.com is only a platform to bring jobseekers & employers together. Applicants are advised to research the bonafides of the prospective employer independently. We do NOT endorse any requests for money payments and strictly advice against sharing personal or bank related information. We also recommend you visit Security Advice for more information. If you suspect any fraud or malpractice, email us at

#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.

Wealth Management Professional

Dubai, Dubai beBeePrivateBanking

Posted today

Job Viewed

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Job Description

Our client, a prominent External Asset Management (EAM) firm operating in the Dubai International Financial Centre (DIFC), offers bespoke wealth management solutions to high-net-worth individuals and families.

We are seeking an experienced Private Banker to join our EAM platform in DIFC. The ideal candidate will bring a strong, transferable client book and demonstrate a proven track record of managing and growing client assets.

Key Responsibilities:

  • Manage and grow a portfolio of HNW and UHNW clients, providing holistic investment advisory and wealth management solutions
  • Originate new client relationships through personal networks and referrals
  • Act as a trusted advisor, ensuring the highest standard of service and compliance
  • Partner with investment specialists, custodians, and product providers to deliver tailored solutions
  • Adhere to regulatory and internal compliance standards (DFSA framework)

Benefits include autonomy, superior client alignment, and enhanced earnings.

Mid-Senior level professionals with expertise in sales and business development, investment management, and investment advice are encouraged to apply.

This advertiser has chosen not to accept applicants from your region.

Wealth Management BA

Dubai, Dubai Virtusa

Posted today

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Job Description

Exp level: 7-10 years (min of 5 plus years of exp as a BA). Need an experienced BA as he/she will be working on a strategic project.

Skills: Techno functional BA with digital exposure. Digital, Mobile App, Internet Banking, Customer Journeys, Hands on experience and part of the team building front end journeys is a must. Knowledge of UI/UX with exposure to related tools, integration with third party systems, Technical knowledge on APIs. Strong analytical skills and very good communication. Agile experience is required

Domain Exp: C and will be preferred. Someone who has implemented digital wealth platforms with third party integration.

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Wealth Management Specialist

Dubai, Dubai beBeeInvestments

Posted today

Job Viewed

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Job Description

We are seeking a seasoned Private Wealth Manager to join our team. As a key member of our Private Banking division, you will be responsible for cultivating strong personalized relationships with a portfolio of High Net Worth (HNW) clients.

  • You will drive private banking sales and revenue by encouraging cross-selling of bank products to existing clients and sourcing new business from Super HNW individuals via referrals and marketing efforts.

The ideal candidate will optimize the potential value of the client base through the delivery of Private Banking products and services. They will communicate with HNW clients to structure advice based on client needs and recognize opportunities to partner with other bank professionals to service client needs and maximize bank revenue.

  • Maintain the bank's reputation by ensuring ethical professional behavior at all times.
  • Enhance market profile and awareness.
  • Achieve revenue goals and sales & portfolio growth targets across a range of products & services.
  • Acquire new to bank HNW clients.
  • Maintain a superior customer service experience for clients.
  • Minimize customer attrition.
  • Maintain proactive client contact.

To succeed in this role, you will require:

  • Strong numbers selling & investments/Financial Market knowledge.
  • Strong interpersonal skills and cultural sensitivity.
  • Relationship management & networking skills.
  • 8 years of experience in a similar job with another bank/financial services.
This advertiser has chosen not to accept applicants from your region.
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Head - Wealth management

Dubai, Dubai Client of Michael Page

Posted today

Job Viewed

Tap Again To Close

Job Description

The client is a prominent financial institution with a strong international presence, including extensive operations in the UAE. They offer a comprehensive range of banking services, including a dedicated Wealth Management division focused on providing tailored financial solutions to their clientele.

  • Competitive Salary & Benefits
  • Collaborative Work Environment
About Our Client

The client is a prominent financial institution with a strong international presence, including extensive operations in the UAE. They offer a comprehensive range of banking services, including a dedicated Wealth Management division focused on providing tailored financial solutions to their clientele.

Job Description
  • Develop and Implement Wealth Management Proposition: Create and execute the entire wealth management offering for the UAE market, ensuring alignment with target segments and risk parameters.
  • Drive Sales and Service Excellence: Lead efforts to achieve business targets through effective sales strategies, a strong sales force system, and maintaining high standards of customer service.
  • Ensure Governance, Compliance, and Regulatory Adherence: Oversee strict adherence to internal policies, successful audits, and all regulatory requirements set by UAE authorities.
  • Lead Training and Coaching Initiatives: Continuously train and develop the wealth management team and branch staff, focusing on product knowledge, customer needs, and certification.
  • Manage Key Stakeholders and Programs: Foster strong relationships with internal and external stakeholders, and manage the end-to-end life-cycle of the wealth management program, ensuring timely execution of deliverable.
The Successful Applicant
  • Possesses over 10-15 years of extensive experience in wealth management, coupled with a postgraduate qualification (preferred).
  • Demonstrates in-depth understanding of the global financial industry and technical expertise in UAE markets.
  • Highly knowledgeable about regulatory requirements across various jurisdictions pertaining to wealth management.
  • Proven ability to develop and execute strategic wealth management propositions that drive market share and profitability.
  • A strong leader capable of training and coaching teams, ensuring governance and compliance, and managing key stakeholders effectively.
What's on Offer
  • Strategic Leadership Opportunity: This role offers the chance to develop and implement the entire Wealth Management proposition for the UAE, providing significant influence and impact on the bank's growth in a key market.
  • High-Impact and Growth Potential: The position involves driving increased market share and profitability, along with continuous team development and stakeholder engagement, making it ideal for a candidate seeking a challenging role with clear growth metrics.

Disclaimer: Naukrigulf.com is only a platform to bring jobseekers & employers together. Applicants are advised to research the bonafides of the prospective employer independently. We do NOT endorse any requests for money payments and strictly advice against sharing personal or bank related information. We also recommend you visit Security Advice for more information. If you suspect any fraud or malpractice, email us at

#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.

Wealth Management Partner

Dubai, Dubai ircfsjobs.com

Posted 27 days ago

Job Viewed

Tap Again To Close

Job Description

Our client is a prestigious member of the FTSE 100, managing over 150 billion GBP in Client Funds Under Management. Globally, they are a prominent wealth management firm for the expatriate community, with established international offices in Dubai, Hong Kong, and Singapore.

Responding to the changing needs and demographics of the expatriate community, our client is extending its reach into the UAE. They are seeking seasoned financial advisers to cater primarily to the UAE's large expatriate community, though the scope is not limited to this region. This presents an exceptional opportunity for dedicated and ambitious individuals to enhance their career experience and, in partnership with the client, develop personal and business equity in one of the world's most dynamic economies.

The success of our client is deeply rooted in their commitment to quality, face-to-face wealth management advice and in building long-term, trusted client relationships. The firm's distinction is also attributed to its unique Investment Management Approach.

What our client offers to a successful candidate:

- Comprehensive training and development for securing local qualifications and licensing

- Practice management and tailored marketing support

- Access to extensive support resources available to all partners of the client

- Access to research and insights from an industry-leading investment team

- A dynamic and engaging office environment with supportive, driven colleagues

A little about the ideal candidate:

- Degree-holder and industry-qualified level 4 minimum.

- Experienced or currently practicing as an adviser

- Proven track record in business networking

- Exceptional sales skills in advisory services

- Driven by the commitment to providing outstanding client experiences

- Highly motivated and goal-oriented, aspiring to succeed and build a business

If you believe your skills and experience are a good fit for this opportunity, we encourage you to apply.


This advertiser has chosen not to accept applicants from your region.

Wealth Management Sales Associate

Dubai, Dubai PhillipCapital group

Posted today

Job Viewed

Tap Again To Close

Job Description

For retail, professional, and eligible counterparty clients, before deciding to trade any products offered by PhillipCapital (DIFC) Private Limited, you should carefully consider your objectives, financial situation, needs, and level of experience.

Retail Clients should be aware of all the risks associated with trading on margin. Rolling Spot Contracts and CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 78% of our retail client accounts lose money while trading with us. Retail Clients should consider whether they understand how Rolling Spot Contracts and CFDs work, and whether they can afford to take the high risk of losing your money.

Qualifications
  • Bachelors degree in finance, business administration, or a related field.
  • MBA, CFA, or other relevant professional certifications are highly preferred.
  • Minimum 3 years of experience working as a Wealth Management Sales Associate in a wealth management company, financial institution, brokerage firm, or bank.
  • Proven track record of achieving sales targets and generating revenue.
  • Strong understanding of financial markets, investment strategies, and wealth management products.
  • Excellent communication, interpersonal, and presentation skills.
  • Sound knowledge of regulatory frameworks governing the wealth management industry.
Position Details

No. of Openings: 1 to 2

Location: Dubai

Experience Required: 3+ years

Responsibilities
  • Achieve monthly revenue targets by actively promoting and selling our wealth management products and services.
  • Develop and execute sales strategies to acquire new clients and grow existing relationships.
  • Identify and pursue new business opportunities through networking, referrals, and market research.
  • Proactively identify and capitalize on opportunities to cross-sell relevant products and services offered by the firm to existing clients.
  • Relationship Management: Build and maintain strong relationships with high-net-worth clients, providing personalized advice and solutions. Provide exceptional customer service and address client inquiries promptly and professionally. Conduct regular client meetings to review portfolios, discuss financial goals, and offer investment recommendations.
  • Business Development: Develop and expand distribution channels for the firm's wealth management services. Generate new leads and referrals through networking, industry events, and marketing initiatives. Collaborate with internal teams to ensure seamless client onboarding and service delivery.
  • Product Knowledge: Maintain a strong understanding of the firm's wealth management offerings, including investment strategies, financial planning tools, and estate planning solutions. Stay up-to-date on financial market trends, wealth management products, and regulatory changes.
  • Compliance: Adhere to all applicable regulations and internal policies, ensuring compliance with industry standards and ethical practices. Maintain accurate records of client interactions and transactions.

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