- Chartered Wealth Manager certification or equivalent in wealth management or financial planning.
- A minimum of 10 years UAE experience in financial planning and advisory services.
- Proven track record of managing substantial wealth portfolios and delivering exceptional results with transferable business in excess of US$20 Million in Funds Under Management
- Exceptional interpersonal and communication skills, with the ability to engage with high-net-worth clients.
- An ethical and client-centric approach to wealth management.
- Fluent in English, both written and spoken; knowledge of additional languages is an advantage.
- Strong analytical and problem-solving skills.
Chartered Wealth Manager - Dubai, United Arab Emirates - Click and Connect Online Limited
Description
Job Title: Chartered Wealth Manager
Company: Abacus Financial Consultants LLC
Website:
Location: Dubai, UAE
Compensation Package: Base Salary, Performance Bonus, and Comprehensive Benefits
Are you a highly experienced Chartered Wealth Manager looking for an exciting opportunity to take your career. Abacus Financial Consultants, a leading name in the financial industry, is seeking an exceptional Financial Planner to join our team and contribute to our clients' financial success.
About Abacus Financial Consultants
Abacus Financial Consultants is a distinguished financial advisory firm located in the vibrant city of Dubai. We are dedicated to providing unparalleled financial planning and wealth management solutions to our esteemed clients. Our commitment to excellence, ethical practices, and a client-centric approach has positioned us as a trusted name in the industry. As we continue to grow, we are seeking a highly skilled and experienced Chartered Wealth Manager to join our dedicated team.
Key Responsibilities
As a Chartered Wealth Manager at Abacus Financial Consultants, you will play a pivotal role in helping our clients safeguard and grow their wealth. Your responsibilities will encompass:
Comprehensive Wealth Management: Provide comprehensive wealth management services to high-net-worth individuals and businesses, including investment management, estate planning, tax optimization, and risk management.
Portfolio Management: Create and manage diversified investment portfolios tailored to clients' financial objectives and risk tolerance.
Financial Planning: Develop and execute customized financial plans that align with clients' long-term goals and aspirations.
Client Relationship Building: Cultivate strong and enduring relationships with clients, understanding their unique financial needs and delivering personalized service.
Market Analysis: Stay abreast of global financial markets, economic trends, and investment opportunities to make informed investment decisions.
Team Collaboration: Collaborate effectively with our team of financial experts to deliver holistic wealth management solutions.
Key Qualifications
Why Join Abacus Financial Consultants
Professional Growth: Abacus Financial Consultants offers a platform for you to further enhance your career and expand your expertise in the field of financial planning and wealth management.
Competitive Compensation: We provide competitive compensation packages that reflect your experience and contributions.
Supportive Environment: Join a collaborative and supportive team dedicated to excellence in financial services.
How to Apply
If you are a dedicated and experienced Chartered Wealth Manager seeking an opportunity to make a meaningful impact in the world of wealth management and financial planning with transferable FUM In Excess of US$20 Million, we encourage you to apply.
To be considered for this position, please submit your resume clearly outlining your qualifications, experience, key responsibilities, and a summary of your transferable assets under supervision.
Abacus Financial Consultants is committed to fostering a diverse and inclusive workplace. We encourage applications from candidates of all backgrounds and experiences.
Elevate your career and make a significant impact in the world of financial planning with Abacus Financial Consultants.
Join us in helping our clients achieve their financial dreams. Apply today and embark on a fulfilling journey with us