133 Wealth Manager jobs in Dubai

• Ability to manage & improve relationship value of existing customers.
• Ability to build and maintain long term relationships, deepening relationship and growing revenues.
• Ability to provide seamless and superior service delivery.
• Ability to ensure compliance with key regulatory level requirements.
• A thorough understanding of financial markets, their behaviour, movements and expectations with respect to market.
• Excellent oral and written communication skills with clarity of thought, speech and expression.
• Excellent interpersonal skills.
• Good Analytical Skills.

Role and Responsibilities

• Responsible for acquiring preferred clients (HNI / Ultra HNI).
• Maintaining client relationships and generate AUM from preferred clients.
• Advising HNI / Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
• Track the HNI / Ultra HNI segment in the market for new client acquisition.
• To research, investigate and update themselves on available investment opportunities / financial market trend to determine whether they fit into clients portfolios.
• Use financial acumen and investment expertise to review a client's personal data, align client's need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long term investment goals.
• Achievement of product-wise targets.
• Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio.
• Conduct risk profiling of all mapped clients for better advisory on investment needs.
• Regular contact with all mapped clients through weekly / monthly calls - Resolution of queries of all mapped clients within TAT specified.
• Ensuring need based product approach towards clients and regular reporting of product penetration.

Minimum Eligibility :

Should have portfolio of minimum 5 million USD and above. Someone with individual portfolio would be considered. If some one has worked with brokerage companies that will be additional advantage.

Should have strong wealth background and experience.

Manager Manager • Dubai, United Arab Emirates

Our client is an innovative wealth management firm based in Dubai, offering a comprehensive 360-degree range of services and products to their esteemed clients. Their mission is to provide personalized financial solutions that cater to the unique needs of each client, ensuring their financial well-being and growth.

Job Description:

Role Overview:

Our client is seeking a Wealth Manager to join their dynamic team. The successful candidate will be responsible for developing and managing a portfolio of high-net-worth clients by providing tailored financial advice and investment strategies. This role requires excellent relationship management skills, a deep understanding of financial markets, and a commitment to delivering exceptional client service.

Key Responsibilities:

• Client Relationship Management: Build and maintain strong relationships with high-net-worth clients, understanding their financial goals, risk tolerance, and investment preferences.
• Financial Planning: Develop comprehensive financial plans tailored to each client's needs, including retirement planning, tax optimization, estate planning, and more.
• Investment Strategy: Create and implement personalized investment strategies, utilizing a wide range of financial products and services offered by the company.
• Portfolio Management: Monitor and manage client portfolios, making adjustments as needed to align with market conditions and client objectives.
• Market Analysis: Stay updated with global financial markets, economic trends, and investment opportunities to provide informed advice.
• Client Education: Educate clients on various financial products, market trends, and investment strategies to empower them to make informed decisions.
• Compliance: Ensure all advisory activities comply with regulatory standards and company policies.
• Collaboration: Work closely with internal teams, including research, compliance, and operations, to deliver comprehensive wealth management solutions.

Qualifications:

• Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field. A Master's degree or professional certifications (e.g., CFA, CFP) is a plus.
• Experience: Minimum of 5-7 years of experience in wealth management and financial advisory in the UAE, with a transferable client portfolio and AUM is required.
• Skills:
• Strong analytical and quantitative skills.
• Excellent communication and interpersonal skills.
• Proven ability to build and maintain relationships with high-net-worth clients.
• Proficiency in using financial planning and portfolio management tools.
• Ability to work independently and as part of a team.
• Knowledge: In-depth understanding of financial markets, investment products, and regulatory requirements in the UAE.
• Language: Fluency in English is required; knowledge of Arabic is an advantage.

What Our Client Offers:

• Competitive package with attractive commission package.
• Comprehensive health and wellness benefits.
• Opportunities for professional growth and development.
• A collaborative and innovative work environment.
• Access to cutting-edge digital tools and platforms.

How to Apply:

Interested candidates are invited to apply with their resume and a cover letter detailing their qualifications and experience.

The Wealth Manager is responsible for managing a portfolio of high-net-worth individuals, family offices, and institutional clients. This job entails providing compliant, regulated investment advice and managing long-term client relationships by delivering customized portfolio solutions, financial planning, and strategic wealth guidance. The Wealth Manager is expected to deliver a seamless experience across the client journey from onboarding through to retention and growth.

Responsibilities

• Build and maintain strong relationships with clients, understanding their financial needs, objectives, and risk tolerance.
• Serve as the point of contact for clients, addressing their inquiries, providing regular updates, and ensuring client satisfaction.
• Collaborate with clients to assess their financial situation, develop financial plans, and provide personalized investment advice.
• Help clients set financial goals, develop strategies for wealth accumulation and preservation, and provide guidance on retirement planning, estate planning, tax planning, and other financial matters.
• Assist clients in managing their investment portfolios, considering their risk appetite and investment objectives.
• Conduct investment research, analyse market trends, and make informed investment recommendations to optimize portfolio performance.
• Monitor the performance of clients' investments and provide regular updates.
• Actively identify and pursue new business opportunities by prospecting and acquiring new clients.
• Generate leads, conduct client meetings, and deliver presentations to promote the firm's wealth management services and solutions.
• Collaborate with internal teams to develop marketing strategies and participate in networking events to expand the client base.
• Work closely with internal teams, such as investment analysts, financial planners, and product specialists, to deliver comprehensive financial solutions to clients.
• Coordinate efforts to provide seamless and integrated client experiences, leveraging the expertise of various professionals within the organization.
• Ensure compliance with regulatory requirements and internal policies.
• Conduct due diligence on investment products, evaluate risks, and implement risk management strategies to protect clients' assets. Stay updated on regulatory changes and educate clients on compliance matters.
• Prepare and present performance reports, investment summaries, and financial statements for clients.
• Analyse portfolio performance, investment returns, and progress towards financial goals.
• Conduct periodic reviews and recommend adjustments to clients' portfolios as needed.
• Educate clients on financial concepts, investment strategies, and market trends.
• Provide ongoing guidance and support to help clients make informed financial decisions.
• Conduct client seminars, workshops, and educational events to enhance clients' financial literacy.
• Foster long-term relationships with clients to ensure their continued satisfaction and loyalty.
• Proactively communicate with clients, conduct regular reviews, and address any concerns or issues promptly.
• Stay updated with industry trends, market conditions, and financial products.
• Continuously enhance knowledge and skills through professional development opportunities, certifications, and participation in industry associations.
• Stay informed about changes in tax laws, regulations, and financial planning strategies.
• Uphold company values throughout business practices and use sound judgment in decision making.
• Any other additional duties as may be required by management based on needs of the business.

Qualifications

• A minimum of 3 to 5 years of experience in related field.
• Proven experience in previous financial services industry.
• Relevant bachelor’s degree in related field.
• CFP and CFA certification will be advantageous.
• SCA Certifications required for Promotion License.

Our client is an innovative wealth management firm based in Dubai, offering a comprehensive 360-degree range of services and products to their esteemed clients. Their mission is to provide personalized financial solutions that cater to the unique needs of each client, ensuring their financial well-being and growth.

Job Description:

Role Overview:

Our client is seeking a Wealth Manager to join their dynamic team. The successful candidate will be responsible for developing and managing a portfolio of high-net-worth clients by providing tailored financial advice and investment strategies. This role requires excellent relationship management skills, a deep understanding of financial markets, and a commitment to delivering exceptional client service.

Key Responsibilities:

1. Client Relationship Management: Build and maintain strong relationships with high-net-worth clients, understanding their financial goals, risk tolerance, and investment preferences.
2. Financial Planning: Develop comprehensive financial plans tailored to each client's needs, including retirement planning, tax optimization, estate planning, and more.
3. Investment Strategy: Create and implement personalized investment strategies, utilizing a wide range of financial products and services offered by the company.
4. Portfolio Management: Monitor and manage client portfolios, making adjustments as needed to align with market conditions and client objectives.
5. Market Analysis: Stay updated with global financial markets, economic trends, and investment opportunities to provide informed advice.
6. Client Education: Educate clients on various financial products, market trends, and investment strategies to empower them to make informed decisions.
7. Compliance: Ensure all advisory activities comply with regulatory standards and company policies.
8. Collaboration: Work closely with internal teams, including research, compliance, and operations, to deliver comprehensive wealth management solutions.

Qualifications:

1. Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field. A Master's degree or professional certifications (e.g., CFA, CFP) is a plus.
2. Experience: Minimum of 5-7 years of experience in wealth management and financial advisory in the UAE, with a transferable client portfolio and AUM is required.
3. Skills:
1. Strong analytical and quantitative skills.
2. Excellent communication and interpersonal skills.
3. Proven ability to build and maintain relationships with high-net-worth clients.
4. Proficiency in using financial planning and portfolio management tools.
5. Ability to work independently and as part of a team.
4. Knowledge: In-depth understanding of financial markets, investment products, and regulatory requirements in the UAE.
5. Language: Fluency in English is required; knowledge of Arabic is an advantage.

What Our Client Offers:

1. Competitive package with attractive commission package.
2. Comprehensive health and wellness benefits.
3. Opportunities for professional growth and development.
4. A collaborative and innovative work environment.
5. Access to cutting-edge digital tools and platforms.

How to Apply:

Interested candidates are invited to apply with their resume and a cover letter detailing their qualifications and experience.

The Wealth Manager is responsible for managing a portfolio of high-net-worth individuals, family offices, and institutional clients. This job entails providing compliant, regulated investment advice and managing long-term client relationships by delivering customized portfolio solutions, financial planning, and strategic wealth guidance. The Wealth Manager is expected to deliver a seamless experience across the client journey from onboarding through to retention and growth.

Responsibilities

• Build and maintain strong relationships with clients, understanding their financial needs, objectives, and risk tolerance.
• Serve as the point of contact for clients, addressing their inquiries, providing regular updates, and ensuring client satisfaction.
• Collaborate with clients to assess their financial situation, develop financial plans, and provide personalized investment advice.
• Help clients set financial goals, develop strategies for wealth accumulation and preservation, and provide guidance on retirement planning, estate planning, tax planning, and other financial matters.
• Assist clients in managing their investment portfolios, considering their risk appetite and investment objectives.
• Conduct investment research, analyse market trends, and make informed investment recommendations to optimize portfolio performance.
• Monitor the performance of clients' investments and provide regular updates.
• Actively identify and pursue new business opportunities by prospecting and acquiring new clients.
• Generate leads, conduct client meetings, and deliver presentations to promote the firm's wealth management services and solutions.
• Collaborate with internal teams to develop marketing strategies and participate in networking events to expand the client base.
• Work closely with internal teams, such as investment analysts, financial planners, and product specialists, to deliver comprehensive financial solutions to clients.
• Coordinate efforts to provide seamless and integrated client experiences, leveraging the expertise of various professionals within the organization.
• Ensure compliance with regulatory requirements and internal policies.
• Conduct due diligence on investment products, evaluate risks, and implement risk management strategies to protect clients' assets. Stay updated on regulatory changes and educate clients on compliance matters.
• Prepare and present performance reports, investment summaries, and financial statements for clients.
• Analyse portfolio performance, investment returns, and progress towards financial goals.
• Conduct periodic reviews and recommend adjustments to clients' portfolios as needed.
• Educate clients on financial concepts, investment strategies, and market trends.
• Provide ongoing guidance and support to help clients make informed financial decisions.
• Conduct client seminars, workshops, and educational events to enhance clients' financial literacy.
• Foster long-term relationships with clients to ensure their continued satisfaction and loyalty.
• Proactively communicate with clients, conduct regular reviews, and address any concerns or issues promptly.
• Stay updated with industry trends, market conditions, and financial products.
• Continuously enhance knowledge and skills through professional development opportunities, certifications, and participation in industry associations.
• Stay informed about changes in tax laws, regulations, and financial planning strategies.
• Uphold company values throughout business practices and use sound judgment in decision making.
• Any other additional duties as may be required by management based on needs of the business.

Qualifications

• A minimum of 3 to 5 years of experience in related field.
• Proven experience in previous financial services industry.
• Relevant bachelor's degree in related field.
• CFP and CFA certification will be advantageous.
• SCA Certifications required for Promotion License.

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.

- Salary + 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.

Key Skills:

• Ability to manage & improve relationship value of existing customers.
• Ability to build and maintain long term relationships, deepening relationship and growing revenues.
• Ability to provide seamless and superior service delivery.
• Ability to ensure compliance with key regulatory level requirements.
• A thorough understanding of financial markets, their behaviour, movements and expectations with respect to market.
• Excellent oral and written communication skills with clarity of thought, speech and expression.
• Excellent interpersonal skills.
• Good Analytical Skills.

Role and Responsibilities

• Responsible for acquiring preferred clients (HNI / Ultra HNI).
• Maintaining client relationships and generate AUM from preferred clients.
• Advising HNI / Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
• Track the HNI / Ultra HNI segment in the market for new client acquisition.
• To research, investigate and update themselves on available investment opportunities / financial market trend to determine whether they fit into clients portfolios.
• Use financial acumen and investment expertise to review a client's personal data, align client's need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long term investment goals.
• Achievement of product-wise targets.
• Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio.
• Conduct risk profiling of all mapped clients for better advisory on investment needs.
• Regular contact with all mapped clients through weekly / monthly calls - Resolution of queries of all mapped clients within TAT specified.
• Ensuring need based product approach towards clients and regular reporting of product penetration.

Minimum Eligibility:

Should have portfolio of minimum 5 million USD and above. Someone with individual portfolio would be considered. If some one has worked with brokerage companies that will be additional advantage.

Should have strong wealth background and experience.

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

- 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 firm is a pioneering, independent financial advisory consultancy, unwavering in its dedication to safeguarding the financial futures of its clients. Established by UK-qualified financial advisers, the company distinguishes itself with its vibrant energy and innovative approach, setting it apart in the competitive offshore marketplace.

The firm's primary aim is to equip its Wealth Managers with the essential skills and knowledge to excel in their careers. It boasts a robust selection process to ensure its team can deliver superior services compared to its competitors. The dedication to professional development is evident, as all team members are encouraged to acquire the knowledge and expertise necessary for providing top-tier financial planning and wealth management services to expatriates across the globe.

Support is provided for team members to achieve all relevant qualifications, including the highly recognized Level 4 UK financial planning requirements, with encouragement for further educational pursuits. Preference is given to candidates who have already attained Level 4 certification before joining the team.

Wealth Manager

Dubai

Master's Degree

This opportunity targets advisors with experience as Independent Advisors or Wealth Managers, or those ready to advance in their career. The selected candidate will offer exclusive international and local solutions to advise and serve their clients independently.

Engaging directly with clients, the Wealth Manager will assess and advise on medium to long-term financial objectives. Advice will be tailored to the clients nationality and location, encompassing areas such as Lump Sum Investing, Retirement Planning, Education Fee Funding, Life Insurance, and Estate & Inheritance Tax Planning.

Wealth Managers collaborate closely with marketing, coordination, and paraplanning teams to facilitate daily client interactions.

Team members are expected to uphold high standards, with continuous training provided to ensure compliance with both client and company expectations.

Wealth Managers will also gain access to a bespoke CRM system developed in-house by former Wealth Managers.

1. A strong interest in pursuing or advancing a career in Financial Services.
2. A commitment to learning, with all Wealth Managers aspiring to achieve a minimum of Level 4 qualification.
3. Exceptional communication skills and professionalism.
4. Driven by success and targets.
5. Highly motivated with a positive outlook.
6. Desire to contribute to a firm renowned for its strong reputation and expanding global presence.
7. Fluency in English, proven sales capabilities, and an entrepreneurial spirit are must-haves.

The firm offers competitive remuneration and exceptional earnings for top performers, along with regular incentives, including international conventions.

There is also the potential for involvement in the firm's ambitious global expansion plans, including the opportunity to open new offices worldwide.

Note: Ideal candidates will already possess an established AUM/book of existing clients.