Jobs
>
Abu Dhabi

    Wealth Management Specialist - Abu Dhabi, United Arab Emirates - Independent Resourcing Consultancy Ltd

    Default job background
    Description

    Wealth Management Specialist

    Ref: 1388

    Abu Dhabi

    Our client is a distinguished financial services firm known for its commitment to excellence and client-centered approach. With a legacy of providing comprehensive wealth management solutions, the client specializes in tailored strategies designed to optimize financial growth and security for its diverse clientele.

    As a Wealth Management Specialist with the client, the individual will play a pivotal role in delivering sophisticated financial solutions to esteemed clients. They will be responsible for providing expert guidance and personalized advice to high-net-worth individuals, families, and institutions, ensuring their financial objectives are met with precision and efficiency.

    Key Responsibilities:

    Client Relationship Management: Cultivate and maintain strong relationships with clients by understanding their unique financial goals, preferences, and risk tolerance levels. Serve as their trusted advisor, offering comprehensive wealth management solutions tailored to their specific needs.

    Financial Planning and Advisory: Conduct in-depth financial analysis and develop customized wealth management strategies encompassing investment planning, retirement planning, estate planning, tax optimization, and risk management. Continuously monitor and adjust strategies to align with evolving client goals and market dynamics.

    Portfolio Management: Oversee the construction, monitoring, and rebalancing of client investment portfolios, leveraging a diverse range of asset classes, investment vehicles, and alternative strategies. Implement disciplined investment strategies aimed at achieving optimal risk-adjusted returns while preserving capital.

    New Business Development: Proactively identify and pursue opportunities to expand the firm's client base and assets under management (AUM). Collaborate with internal stakeholders to develop marketing initiatives and participate in networking events to attract prospective clients and deepen existing relationships.

    Compliance and Regulatory Adherence: Ensure strict adherence to industry regulations, compliance standards, and internal policies governing wealth management activities. Uphold the highest ethical standards and act in the best interests of clients at all times.

    Qualifications and Experience:

    Bachelor's degree in Finance, Economics, Business Administration, or a related field. Advanced degrees (e.g., MBA, CFA, CFP) Required.

    Relevant industry certifications/licenses (e.g., Series 7, Series 66, CFP) preferred.

    Minimum of 5 years of experience in wealth management, private banking, or financial advisory roles, preferably serving high-net-worth clients.

    Transferable Client Base and Assets Under Management (AUM) in the UAE.

    Proven track record of successfully managing client relationships and delivering comprehensive wealth management solutions.

    Strong understanding of financial markets, investment products, and wealth management principles.

    Excellent interpersonal skills, with the ability to communicate complex financial concepts effectively and build rapport with clients and colleagues.

    Sound judgment, analytical prowess, and attention to detail.

    Remuneration:

    Competitive salary commensurate with experience and qualifications.

    Performance-based incentives and bonuses tied to individual and firm-wide goals.

    Comprehensive benefits package, including health insurance and professional development opportunities.

    Join the Team:

    Embark on a rewarding career journey with the client and make a meaningful impact in the lives of clients. Join a dynamic team of wealth management professionals dedicated to delivering excellence in financial services. Apply today to become a Wealth Management Specialist and be part of the commitment to financial prosperity and success.



  • علي وأولاده القابضة Abu Dhabi, United Arab Emirates

    Initiate and coordinate the annual performance management cycle including goal setting, mid-year reviews and end-of-year assessment. · Provide coaching, conduct training sessions, facilitate activities, and progress reporting to ensure smooth and effective process rollout across ...

  • Reyada HomeHealthCare Services

    Tendering Officer

    1 day ago


    Reyada HomeHealthCare Services Abu Dhabi, United Arab Emirates

    **Requirements**: · - ** Identifying procurement needs**: This involves working with various departments within the organization to identify their procurement needs and requirements. · - ** Developing procurement strategies**:Based on the identified needs, the procurement and ten ...


  • Reyada HomeHealthCare Services Abu Dhabi, United Arab Emirates

    We are looking for a · **Procurement Officer** with the following qualifications. · **Requirements**: · - Procurement and tendering are key functions within an organization that involve identifying, preparing, and submitting bids for contracts and projects. A typical job descript ...


  • AL NAHIYA GROUP Abu Dhabi, United Arab Emirates

    We are looking for a Procurement Executive/Specialist with Travel Management background. · Are you an experienced procurement and contract specialist with a background in travel management? If so, we want you · - In this role, you will be responsible for managing the entire procu ...

  • Five Continents Technical & Industrial Services Est.

    Technology Expert

    5 days ago


    Five Continents Technical & Industrial Services Est. Abu Dhabi, United Arab Emirates

    The technical specialist's duties include providing technical assistance, solving customer service queries, and troubleshooting hardware and software issues. You should also manage security functions and oversee the configuring of computer parts. · To be successful as a technical ...


  • Specialist Group Abu Dhabi, United Arab Emirates

    Responsible to the Company Directors to ensure all activities are performed safety and in accordance with the contract. · - Liaise with the client on the day to day operational and service matters of the RLS contract. · - Conduct daily visits to all site locations to ensure conta ...

  • Marriott International, Inc

    Spa Therapist

    5 days ago


    Marriott International, Inc Abu Dhabi, United Arab Emirates

    **Job Number** · **Job Category** Spa · **Location** W Abu Dhabi - Yas Island, Yas Island, Abu Dhabi, United Arab Emirates, United Arab Emirates VIEW ON MAP · **Schedule** Full-Time · **Located Remotely?** N · **Relocation?** N · **Position Type** Non-Management · *** · Our Spa ...


  • Marriott International, Inc Abu Dhabi, United Arab Emirates

    **Job Number** · **Job Category** Spa · **Location** The St. Regis Saadiyat Island Resort Abu Dhabi, Saadiyat Island, Abu Dhabi, United Arab Emirates, United Arab Emirates VIEW ON MAP · **Schedule** Full-Time · **Located Remotely?** N · **Relocation?** N · **Position Type** Non- ...


  • Iconic IT Abu Dhabi, United Arab Emirates

    **Role Purpose**: · **Specialist Skills / Technical Knowledge Required for this role**: · **Technical skills**: · - Programming and SQL language · - Crystal reports · - Advance excel, word and PowerPoint skills. · - Ability to communicate effectively with IT specialists (e.g. IT ...

  • Advanced Resource Managers UK

    Port Captain

    6 days ago


    Advanced Resource Managers UK Abu Dhabi, United Arab Emirates

    **Port Captain*- Permanent - (Abu Dhabi · - UAE) - Competitive Salary** · A leading innovative Port Operations provider is recruiting for a Port Captain to oversee and organise the efficient operations of the assigned vessels, in their Abu Dhabi port in the UAE. · Your responsibi ...


  • Talent Pal Abu Dhabi, United Arab Emirates

    **Location** · Abu Dhabi · Audit & Assurance | Assistant Manager · When you work for us, you commit to a career at one of the largest and most prestigious professional services firms in the world. Looking for a rewarding career? Take a closer look at Deloitte & Touche ME. You'll ...

  • Serco Plc

    Team Leader

    2 days ago


    Serco Plc Abu Dhabi, United Arab Emirates

    Make a difference every day · The Job Opportunity · Looking for a career with long-term, government-backed contracts, trusted leadership, and loyal colleagues? Looking for a career with challenging and purposeful work? Serco has a place for you. Here you'll find stability and gro ...


  • NMC Healthcare Abu Dhabi, United Arab Emirates

    **Clinical** · - To be professionally and legally responsible and accountable for all aspects of own work and to ensure a high standard of clinical care for patients under own care and support other team members to do likewise. · - To undertake a comprehensive, highly specialist ...

  • Marriott International, Inc

    Pool Attendant

    1 week ago


    Marriott International, Inc Abu Dhabi, United Arab Emirates

    **Job Number** · **Job Category** Spa · **Location** Marriott Hotel Al Forsan Abu Dhabi, Al Forsan International Sports Resort, Abu Dhabi, United Arab Emirates, United Arab Emirates VIEW ON MAP · **Schedule** Full-Time · **Located Remotely?** N · **Relocation?** N · **Position T ...


  • Andaz Capital Gate Abu Dhabi Abu Dhabi, United Arab Emirates

    Summary · You will be responsible for the efficient running of the department in line with Hyatt International's Corporate Strategies and brand standards, whilst meeting employee, guest, and owner expectations. The Food and Beverage Manager is responsible to function as the Busin ...

  • AL ZAABI GROUP

    SEO Executive

    1 day ago


    AL ZAABI GROUP Abu Dhabi, United Arab Emirates

    **SEO Specialist** · As an SEO specialist you'll identify strategies, techniques and tactics to increase the number of visitors to a website and obtain a high-ranking placement in the results page of search engines. By generating more leads for the business you'll open up new opp ...

  • Grand Hyatt Abu Dhabi

    Sales Manager

    6 days ago


    Grand Hyatt Abu Dhabi Abu Dhabi, United Arab Emirates Full time

    Summary · You will be responsible for the efficient running of the department in line with Hyatt International's Corporate Strategies and brand standards, whilst meeting employee, guest and owner expectations. · The Sales Manager - Leisure is responsible to act as a sales special ...


  • Al Ahli Holding Group Abu Dhabi, United Arab Emirates

    **Job purpose**: · - The **Lifestyle Specialist** is responsible for promoting and selling memberships to potential new members. · - The Lifestyle Specialist is responsible to work on Renewals for Revenue Generation. · - The Lifestyle Specialist is responsible to meet the set-rev ...


  • TechWise Abu Dhabi, United Arab Emirates

    **Job Summary** · Arabic translator/linguist will support translation of military and government documents. The Arabic translator/linguist will operate as part of a diverse Team of highly trained Subject Matter Experts (SME). Work as part of a multi-faceted team and act as a liai ...

  • Grand Hyatt Abu Dhabi

    Event Sales Manager

    1 week ago


    Grand Hyatt Abu Dhabi Abu Dhabi, United Arab Emirates

    Summary · You will be responsible for the efficient running of the department in line with Hyatt International's Corporate Strategies and brand standards, whilst meeting employee, guest and owner expectations. · The Events Sales Manager is responsible to act as a sales specialist ...