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Wealth Manager
6 days ago
Red and Green Biz Dubai, United Arab EmiratesKEY RESPONSIBILITIES · ARR Talent is pleased to be working with a leading Dubai-based, boutique Wealth Management firm that has an exciting opportunity for an experienced employed Wealth Manager/Financial Adviser to join their UAE team.This is a unique opportunity to be part of a ...
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Wealth Manager
1 week ago
deVere Group London Dubai, United Arab EmiratesWe are expanding our European footprint and seeking self-motivated, entrepreneurial thinking Wealth Managers to join our team. · If you are an experienced Financial Advisor seeking to maximise your income and skillset whilst ensuring you have a global support and training platfor ...
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Wealth Manager
2 weeks ago
CharterHouse Dubai, United Arab Emirates**Job description**: · Charterhouse is working with a world-leading independent financial advisory firm in the DIFC. This company is a global firm with offices in over 40 countries and they are looking to hire a Private Banker/Wealth Manager to join their team in the Middle East. ...
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Wealth Manager
1 week ago
Charterhouse Consultancy PTE Ltd Dubai, United Arab EmiratesCharterhouse is working with a world-leading independent financial advisory firm in the DIFC. This company is a global firm with offices in over 40 countries and they are looking to hire a Private Banker/Wealth Manager to join their team in the Middle East. · **About the role** · ...
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Wealth Manager
3 days ago
Global Career Heights (GCH) Dubai, United Arab Emirates**Job title: Wealth Manager (Hindi speaker)** · **Job Types: Full-time, Permanent** · **Salary: AED 5, , Benefits** · **Job brief** · Looking for an enthusiastic **Wealth Manager in Mortgage department **for one of the premium Real Estate Developer in Dubai. · An effective Tele c ...
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Wealth Manager
1 week ago
Skybound Wealth Management Dubai, United Arab EmiratesAs a leading organization in our sector with offices based across the globe, Skybound Wealth Management have developed a unique advice proposition which has led to a significant increase in client demand. As a Financial Planner in the UAE, you will work in a face to face and onli ...
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Wealth Manager
6 days ago
Ecoway global llc Dubai, United Arab Emirates1) onboarding Advising clients on financial products and services · 2) Managing client investments & Portfolio onboading new clients with SIP or Lumbsum investment product and portfolio · 3) Building AUM · 4) maintaing client relationship and provide investment related services · ...
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Retail Wealth Manager
3 days ago
Emirates NBD Dubai, United Arab Emirates**Department Description**: · Retail Wealth Management overlooks three business segments from a wealth management perspective providing a full range of products and advisory services to meet their needs · **Brief Description**: · Retail Wealth Manager is a business leadership rol ...
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Private Wealth Manager
1 week ago
CharterHouse Dubai, United Arab Emirates**Job description**: · Charterhouse is working with an industry-leading financial institution that specialises in private banking, investment management, as well as wealth and asset advisory. Our client is part of a global group that has offices in some of the largest financial c ...
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Banking Wealth Manager
4 days ago
TFE Dubai, United Arab EmiratesBanking Wealth Manager with minimum five years of experience in banking in UAE. · **Salary**: AED10, AED20,000.00 per month · Ability to commute/relocate: · - Dubai: Reliably commute or planning to relocate before starting work (required) · **Education**: · - Bachelor's (preferre ...
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Private Wealth Manager
6 days ago
TFE Dubai, United Arab EmiratesPrivate Wealth Manager with minimum five years of experience in UAE and banking. · **Salary**: AED10, AED12,000.00 per month · Ability to commute/relocate: · - Dubai: Reliably commute or planning to relocate before starting work (required) · **Education**: · - Bachelor's (preferr ...
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Trainee Wealth Manager
1 week ago
Acuma deVere Dubai, United Arab EmiratesThe deVere Group of companies is one of the world's leading independent financial institutions offering clients across the globe the powerful combination of personal financial advice and innovative digital solutions. · Founded in 2002 and now comprising of 97 different legal enti ...
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Relationship Manager, Wealth Management
2 weeks ago
UBS Dubai, United Arab EmiratesRelationship Manager, Wealth Management · **Your role** · Are you at your best when solving problems for clients and building long-term relationships? Do you have a proven track record in client advising and selling? We are looking for someone who can help us: · - establish long- ...
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Relationship Manager, Wealth Management
6 days ago
UBS Dubai, United Arab EmiratesUnited Arab Emirates · - Human Resources (HR) · - Global Wealth Management · **Job Reference #** · BR · **City** · - Dubai · **Job Type** · - Full Time · **Your role** · - Are you at your best when solving problems for clients and building long-term relationships? Do you have a p ...
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Associate Wealth Manager
2 weeks ago
DeVere Acuma Dubai, United Arab EmiratesFinding and reaching out to potential clients, · - having professional, structured and regulated meetings, · - discussing clients' financial positions and priorities, · - providing the best advice and products in the industry to achieve clients' goals. · - servicing and conductin ...
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Manager- Wealth Management Operations
1 week ago
Emirates NBD Dubai, United Arab Emirates**Job Purpose** · The role holder is primarily responsible for monitoring the day to day activities/work at the department. The person must ensure to run the unit at a high level of operational efficiency and controls in conformity to bank policies. The role holder will have to i ...
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Compliance Officer Wealth Management
1 week ago
Emirates NBD Dubai, United Arab EmiratesAs the Compliance Officer in Wealth Management, you will be responsible for supporting the implementation of controls, compliance checks and compliance processes. You will execute tasks according to procedures to ensure regulatory compliance across the organization and escalate a ...
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Wealth Management, Uhnw Banker
5 days ago
JPMorgan Chase Bank, N.A. Dubai, United Arab Emirates**Responsibilities**: · - Focus on ultra-high-net-worth (Principal Business) individuals and families for our UAE market coverage team. · - Manage all aspects of client relationship, develop and maintain long-term relationships through strong personal networks and contacts · - Li ...
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2CSI Dubai, United Arab EmiratesDubai · Reference number: WMBDM/ZEA/1012454 · With the growing importance of wealth management business in the Middle East region we're looking for a motivated, ambitious and proactive Business Development Manager with a flair for building long-lasting relationships to join our F ...
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Emirates NBD Dubai, United Arab Emirates**Job Purpose** · The role holder is primarily responsible for monitoring the day to day activities/work at the department for Emirates Islamic Wealth functions. The person must ensure to run the unit at a high level of operational efficiency and controls in conformity to bank po ...
Wealth Manager - Dubai, United Arab Emirates - Independent Resourcing Consultancy Ltd
Description
Wealth Manager - Dubai
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.
Position: Wealth Manager
Location: Dubai
Education: Master's Degree
Opportunity:
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.
Values:
A strong interest in pursuing or advancing a career in Financial Services.
A commitment to learning, with all Wealth Managers aspiring to achieve a minimum of Level 4 qualification.
Exceptional communication skills and professionalism.
Driven by success and targets.
Highly motivated with a positive outlook.
Desire to contribute to a firm renowned for its strong reputation and expanding global presence.
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.