- Manage the wealth team in conducting regular market scans linked to the investment strategy, and also manage the delivery of investment advisory services to enable effective fund management for clients' transactions.
- Support the development and implementation of department's strategy, support the execution change to achieve the company's long-term goals. Also lead key firm-wide strategic and operational initiatives to support ongoing continuous improvement.
- Analyse and understand company's target segment-specific client needs and develop platform strategies to improve client relationship, whilst seeking to enhance customer experience. Also, identify key segment challenges and improvement areas, developing solutions to address these challenges.
- Develop key performance measures to track and monitor customer-centricity and a sustainable portfolio growth, participating in marketing campaigns and product launches.
- Oversee and ensure that the required service delivery and customer excellence standards are provided to all clients (internal and external) to uphold the company's service standards and brand.
- Review and approve investment / divestment opportunities to recommend clients appropriate and balanced portfolio strategies.
- Lead the preparation of daily and periodic reports for management and clients on investments, portfolio trends and performance.
- Initiate, maintain and oversee client relationships, making sure that any complaint / query is answered accurately and efficiently.
- Maintain a database of all relevant information on all existing clients and prospects.
- Elaborate and recommend annual budget, provide input into divisional budget planning, monitor the performance of the department and control costs, to ensure that areas of unsatisfactory performance are identified and rectified promptly.
- Support the development of a risk culture, promote sound risk practices to reduce the likelihood of financial, operational or reputation risks.
- Provide ongoing guidance and mentorship within the department, coach subordinates and promote both professional and personal growth. Also, deliver people processes including workforce planning, recruitment, performance management and people development to ensure the department has the required talent.
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Wealth Manager
2 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
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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
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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
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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
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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
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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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Private Wealth Manager
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Banking Wealth Manager
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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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Private Wealth Manager
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Relationship Manager, Wealth Management
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Relationship Manager, Wealth Management
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Associate Wealth Manager
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Manager- Wealth Management Operations
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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. 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
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Wealth Management, Uhnw Banker
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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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Citigroup, Inc. Dubai, United Arab Emirates Full timeWealth Management, Full Time Graduate Analyst, Dubai (UAE Nationals Preferred) · **You're the brains behind our work.** · You're ready to bring your knowledge from the classroom to the boardroom, and Citi wants to help you get there. Whether it's honing your skills or building yo ...
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Wealth Management, Full Time Graduate Analyst
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Citigroup, Inc. Dubai, United Arab Emirates InternshipSHIPWealth Management Summer Internship, Dubai, UAE (UAE Nationals preferred) · The ten week summer analyst program starts in June and begins with an introduction to Citi and Corporate Banking. You will then join a team where you will gain a real-hands on experience by working on a n ...