Wealth Manager - Dubai - Ircfsjobs

The Wealth Manager is responsible for originating, developing, and managing a personal client portfolio delivering bespoke wealth and investment solutions to high-net-worth individuals family offices and selected corporate clients. · ...

This is a full-time Wealth Manager based in Dubai for Rudraksh Group of Companies, · a wealth management firm delivering tailored solutions in investment insurance and financial planning.Developing and managing financial plans for clients. · Offering tailored investment strategie ...

The Relationship Manager will be responsible for acquiring, developing, and maintaining relationships with HNI/NRI clients. · Key Responsibilities• Build and manage a portfolio of preferred Retail, HNI and NRI clients · Develop and maintain strong relationships with all clients, ...

We are looking for an experienced Wealth Manager to manage and grow a high-value client portfolio while driving revenue through tailored wealth and investment solutions. · ...

The position is for a leading NBFC... · Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. · Analyze client portfolios and make necessary suggestions. Re ...

The Wealth Manager will engage with qualified leads generated through social media and marketing campaigns. The role requires scheduling and conducting meetings (in-person or virtual) with prospective clients to clearly explain our wealth management services, value proposition, a ...

We are seeking a motivated and experienced Wealth Manager with 3-4 years of experience to join our team. · Bachelor's degree in Finance, Business, or a related field. · 3-4 years of experience as a Wealth Manager or in financial planning, investment advisory, or wealth management ...

This firm is a pioneering financial advisory consultancy dedicated to safeguarding clients' financial futures. · Assess and advise on medium to long-term financial objectives. · Tailor advice to clients nationality and location. · ...

Wealth manager role in Dubai seeking experienced professional to provide tailored financial advice and wealth management solutions to high-net-worth individuals and families. · Bachelor's degree in Finance, Economics, Business Administration or related field (Master's degree or r ...

The Wealth Manager is responsible for managing a portfolio of high-net-worth individuals, family offices, and institutional clients. · ...

+ Experienced Wealth Manager to join top company in Dubai. Career growth, supportive culture and holistic approach. Build client base of high-net-worth individuals (B2C). Manage and support client portfolios with personalized advisory services. · + Conduct comprehensive reviews t ...

Wealth Manager/Investment Advisor with strong exposure to forex trading and active investor management sought. Key responsibilities include engaging leads, qualifying investors, conducting meetings to explain market dynamics and risk management. · ...

Manage and grow a portfolio of high-net-worth and retail clients. Assess clients' financial goals, risk profile, and investment horizon. · ...

Wealth Manager · Build and manage a portfolio of preferred Retail, HNI and NRI clients. · Develop and maintain strong relationships with all clients. · ...

This role offers the chance to work as a Financial Planner in the Middle East. The successful candidate will be working alongside the Director of the UAE business. · The job involves advising clients on medium to longer term financial objectives and offering areas of advice cover ...

As a Director, you will play a strategic leadership role in acquiring and managing UHNW clients. · ...

This is a full-time role for a Senior Wealth Manager located in Dubai. The job involves overseeing and developing customized financial plans, managing investment portfolios, and identifying opportunities to optimize wealth-building strategies for clients. · Oversight of customize ...

To develop and implement the Wealth Management proposition in the UAE with requisite governance and compliance controls. · ...

Wealth management firm seeks seasoned financial advisers to cater to UAE's expatriate community. · - Face-to-face wealth management advice · - Building long-term client relationships · Comprehensive training and development for securing local qualifications and licensing · Practi ...

Extensive knowledge of FinIQ architecture is required. A minimum of 6 years of experience in FinIQ is also necessary. · Must have good experience of handling Trade Life CycleMust have experience in implementing End to End solution with FinIQMust have good experience in API integr ...

Nair Systems is currently looking for Wealth Management Consultant for our UAE operations with the following Skill set and terms & conditions. · We are seeking an experienced Wealth Management Consultant · , to join our team in Dubai. The ideal candidate will have a degree in fin ...