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- 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. ">
- 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. ">
- 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. ">
- 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. ">
- 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. ">
Financial Wealth Strategist - Abu Dhabi - Independent Resourcing Consultancy Ltd

1 month ago

Job title: Private Wealth Manager
Description
Company Overview
">Our client, Independent Resourcing Consultancy Ltd, 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 company specializes in tailored strategies designed to optimize financial growth and security for its diverse clientele.
">Job Description
">As a Financial Wealth Strategist with Independent Resourcing Consultancy Ltd, 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:
">- ">
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.