Wealth Manager - Dubai, United Arab Emirates - Independent Resourcing Consultancy

Wealth Manager - Dubai This firm is a pioneering financial advisory consultancy dedicated to safeguarding clients' financial futures. · ...

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. · ...

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 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, ...

An opportunity is available for a talented Experienced Wealth Manager to join a top company in the industry in Dubai. · ...

Wealth manager with a strong background in unit-linked and life insurance solutions is required to develop business through personal network and referrals. · ...

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 ...

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 ...

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

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. · ...

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

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

A leading organisation in their sector with offices in the UK and across the globe has developed a unique advice proposition which has led to a significant increase in client demand as they expand their presence in the Middle East. As a Financial Planner you will be working along ...

+This is a full-time role for a Wealth Management Advisor based in Dubai. · ...

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 the requisite governance and compliance controls in place to increase market share within the target segments, increase profitability and enhance the organization's reputation and image. · ...

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 ...

Company Description · Prosperity Services is dedicated to meeting the diverse wealth management needs of clients who seek expert financial solutions without dedicating extensive time to handling their finances. Backed by experienced professionals, we provide personalized insights ...

About Our Client The client is an NBFC company with multiple offices. · ...

About Our Client · The client is a NBFC company with multiple offices. · Job Description · The responsibilities of the role are as follows: · Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment products · Acquisitio ...