Wealth Manager - Dubai, United Arab Emirates - Finbuddys

Finbuddys
Finbuddys
Verified Company
Dubai, United Arab Emirates

1 month ago

Ahmed Al-Mansouri

Posted by:

Ahmed Al-Mansouri

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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:

  • Dubai: Reliably commute or planning to relocate before starting work (preferred)

Education:


  • Bachelor's (preferred)
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