150 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

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We are seeking a highly motivated and experienced Wealth Manager to join a top-tier global asset management organization in the MENA region. This role involves working closely with a dedicated group of clients, acting as the primary point of contact for high-net-worth individuals, family offices, and institutional investors.

Key Responsibilities:

• Serve as a trusted advisor, providing comprehensive wealth management solutions including investments, cash management, lending, estate planning, and financial planning.
• Collaborate with specialized teams to identify and meet clients’ needs, ensuring tailored advice and services.
• Drive new client acquisition and foster long-term relationships through professional marketing and sales efforts within the target market.
• Achieve annual sales targets for new investment opportunities, products, and services.
• Initiate client contacts, assess their needs, present suitable investment opportunities, and successfully close deals.
• Build trust and maintain strong relationships by thoroughly understanding client requirements and delivering appropriate advice and solutions.
• Contribute to business growth through revenue generation, asset growth, and expanding existing client relationships.
• Provide clients with high-quality, consultative financial advice utilizing a full range of investment products and services.
• Maintain detailed call reports and documentation for all client interactions.

Qualifications and Skills:

• Proven experience in wealth management, private banking, or a similar financial advisory role.
• Strong interpersonal and communication skills.
• Results-driven with a track record of meeting or exceeding sales targets.
• Ability to analyze client needs and recommend suitable financial solutions.
• Professional demeanor with excellent relationship management skills.

If you are passionate about delivering exceptional financial guidance and seeking to join a dynamic team, apply for the job post. We will review your credentials and contact you should your qualifications and experience align with the requirements.

• Seniority levelMid-Senior level

• Employment typeFull-time

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Dubai, Dubai, United Arab Emirates 18 hours ago

Dubai, Dubai, United Arab Emirates 2 hours ago

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At St. James's Place, a globally recognised leader in wealth management, we offer you the autonomy to maximize your potential and develop your own client base within our prestigious organisation.

Why St. James's Place?

• Impressive Scale: With £179 billion (circa $226 billion USD) in client funds under management, we set the industry standard for trust and excellence.
• Global Reach: We are one of the largest wealth management companies in the UK.

What We offer:

• Autonomy and Growth: Enjoy the freedom to build and manage your client base.
• Comprehensive Support: Benefit from personalised support, our renowned investment management approach, unparalleled marketing resources, research assistance, and a long-term business plan tailored for your success.
• Professional Network: Join a community of over 4,400 qualified advisers and assist more than 900,000 clients worldwide.
• Financial Support: To nurture your early career development and ensure your success, we offer a competitive salary package. This support aims to facilitate you as you begin on your professional journey and build your business.

As a Financial Adviser at St. James's Place Wealth Management, you will:

• Client Acquisition: Proactively acquire new clients and expand your network.
• Bespoke Strategies: Craft personalised financial strategies for your clients.
• Relationship Management: Nurture long-term relationships and conduct regular reviews to ensure alignment with client goals.

We seek candidates who are:

• Experienced: Minimum of 5 years of relevant experience with a well-established client network.
• Knowledgeable: Deep understanding of financial market.
• Self-Motivated: Strong interpersonal skills and a proactive approach.

• Seniority levelDirector

• Employment typeFull-time

• Job functionFinance
• IndustriesInvestment Management and Investment Banking

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Dubai, Dubai, United Arab Emirates 21 hours ago

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Direct message the job poster from Findr DXB (Dream Jobs HR Consultant LLC)

Job Title: Manager – Wealth Management

Location: Dubai, UAE

Employment Type: Full-time

Experience Level: Mid-Senior Level

Reporting To: Head of Wealth Management

About the Client:

A reputed financial services firm (Client details withheld for confidentiality) specializing in delivering customized wealth solutions to a distinguished clientele across the UAE.

Job Summary:

We are seeking a highly driven and experienced Wealth Manager responsible for managing and growing a portfolio of High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients. The ideal candidate will have a strong understanding of equity markets and wealth products, with exceptional client relationship and portfolio management skills.

Key Responsibilities:

• Manage and build relationships with HNI/UHNI clients and grow Assets Under Management (AUM) through various financial products.
• Understand client investment goals and provide tailored solutions across equity, mutual funds, bonds, and other wealth offerings.
• Onboard new clients, provide ongoing support, and educate them on investment strategies.
• Monitor portfolio performance and update clients on market events, risks, and opportunities.
• Ensure high levels of client satisfaction through proactive engagement and transparent communication.

Key Requirements:

• Minimum 5 years of experience in Wealth Management or related financial advisory roles.
• Strong knowledge of equity markets from both a fundamental and technical standpoint.
• Proven track record in managing HNI/UHNI relationships.
• Excellent communication, interpersonal, and client engagement skills.
• Relevant certifications (CFA, CFP, or equivalent) will be a plus.

Important Key Skills to Highlight:

• Wealth Management
• Client Relationship Management
• Equity Market Analysis (Fundamental & Technical)
• AUM Growth

Job Assigned to:

• Mid-Senior level

• Full-time

• Management

• Professional Services and Financial Services

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The list of other roles and the posting date are irrelevant for the core description and can be omitted for clarity.

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.

1 month ago Be among the first 25 applicants

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Direct message the job poster from Daman Investments

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.

• Seniority levelMid-Senior level

• Employment typeFull-time

• Job functionSales and Business Development

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Dubai, Dubai, United Arab Emirates 23 hours ago

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As a leading organisation in their sector with offices in the UK and across the globe, our Client have developed a unique advice proposition which has led to a significant increase in client demand as they expand their presence in the Middle East.

As a Financial Planner in the Middle East you will be working alongside the Director of the UAE business. Working in a face-to-face capacity with GCC-wide clients, you will be advising clients on medium to longer term financial objectives.

You will be responsible for offering areas of advice covering such areas as Lump Sum Investment, Retirement Planning, Life Insurance, and General Estate Tax Planning.

Desired Skill & Experience

• A proven track record of success within an Advisory / Relationship Management capacity, within a financial services organisation such as a bank, brokerage or IFA.
• Transferable AUM and Active Client Base
• Level 4 RDR UK Diploma (or equivalent if not UK based) minimum qualification. Ideally Chartered.
• A pro-active and entrepreneurial attitude that has lead the generation of new business, whilst effectively maintaining client relationships in an efficient, holistic fashion.
• At least 1 year experience as a Financial Planner.
• Self-Employed with a competitive bonus scheme
• Flexible working hours and the option to work from home/ remotely
• Full support of an in-house paraplanner
• In-house marketing team to support any campaigns you wish to run
• In depth training in Repatriation and clients returning with offshore solutions

Why ?

• Strong regulatory background in multiple jurisdictions
• Global Presence
• Full training and support including funding of external CII, CISI and LIBF qualifications
• Industry leading investment proposition
• Support with lead generation via business development, research, and marketing teams
• Full paraplanning and admin support
• Flexible working and infrastructure.
• Self-employed and employed adviser options available

Whether you are an experienced financial planner looking for a new challenge or have recently graduated from university, our client offer a truly unique proposition in the international wealth management space.

With an unrivalled support network consisting of the best in compliance, training, back office, recruitment, tech, and marketing, joining our client allows you to create a future to be proud of whilst living in some of the most amazing places in the world.

Regulation

The most important USP for our client is their strong regulatory background, that has been with us since inception.

They hold the necessary licenses to operate in every jurisdiction where they have a physical presence.

Compliance

Underpinning their strong licensing and client offering is their dedicated internal compliance team. Their due diligence ensures they continue to develop new terms of business with investment and insurance providers, while staying ahead of regulatory changes.

They have an industry leading investment proposition, that is constantly reviewed by their investment committee. Their investment philosophy is based on four key principles: consistency, long term growth, quality investments and diversification.

Operational Support

Their advisers are supported by a large operations team, who handle queries from providers, trustees and clients to ensure the smooth issuance of new business advice.

Business Development

Business Development Managers are in place to introduce their unique proposition prior to setting up a first meeting with an adviser. They are also supported by a dedicated UK based marketing team, who create brochures, sales aids, advertising campaigns and much more.

Often overlooked, they have a strong team ethos. Their advisers, BDMs and administrative staff spend a lot of time together, and the sense of camaraderie is a real draw.

• Self-Employed with a competitive bonus scheme
• Flexible working hours and the option to work from home/ remotely
• Full support of an in-house paraplanner
• In-house marketing team to support any campaigns you wish to run
• In depth training in Repatriation and clients returning with offshore solution

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.

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.