Wealth Manager - Dubai, United Arab Emirates - Finbuddys

Finbuddys

Verified Company

Dubai, United Arab Emirates

3 weeks ago

Posted by:

Ahmed Al-Mansouri

beBee Recruiter

Description

Role:

Wealth Manager / Sr. Wealth Manager

To meet the defined targets by offering wealth products to HNI clients, while driving business development and client management.

Roles & Responsibilities

To provide clients a full range of wealth management products, while building long term relationships with the clients.
To help develop investment strategies for clients to help them achieve their financial goals, while offering advice and information on various investment solutions.
Generate growth in AUM and revenue that will ensure delivery of the financial plan and achievement of business objectives through effective client acquisition and client portfolio management.
Ensure proper advisory procedures and documentation while adhering to the internal policies, business processes and external regulatory requirements.

Qualifications and Education Requirements

Prior experience in advising on wealth management products.
Strong knowledge of financial products and services
University Graduate

Preferred Skills

Ability to inspire trust and confidence in clients and team members.
Excellent oral and written communication skills with clarity of thought, speech, and expression
Excellent interpersonal skills
Ability to travel domestically and internationally if required.
Good Analytical Skills
Positive attitude, socially effective, high level of perseverance and patience
Assertive & hardworking
Result oriented.
Ability to work in a cross functional environment to achieve desired results.

Job Types:
Full-time, Permanent

Ability to commute/relocate: