Senior Wealth Planner - Dubai, United Arab Emirates - Robert Walters

Description

Looking for a Senior Wealth Planner with good tenure in looking after the full suite of Wealth Services.

Required; - CFP charter holder or CISI 7 qualification - 3-7 year's experience within Wealth Management Industry - Proven experience managing a book of HNW/ UHNW clients.

Specific Duties And Responsibilities Include

Delivering a comprehensive financial planning administration service to support the Pod while maintaining Pod client relationships Preparing and implementing recommendations and provide general administrative support within the scope of the role Preparing rebalance sheets for client portfolios Prepare client meeting plan summary plan documents and recommendations Obtain information to create cash flow plans in advance of meetings and follow-up for the return of documentation Assemble review documentation and review reports required for client meetings Run daily/weekly/monthly performance reports on IMS (Investment Management System) and ensure any anomalies are investigated and resolved Ad hoc reporting for clients, including CGT calculations Creating new client files/maintain existing client files, ensuring they are compliant Monitor client accounts for any investment guidelines violations, updates and changes Maintenance of CRM for Pod clients Liaising with platforms and service providers as needed Create and maintain effective working relationships with clients and colleagues

Skills And Specifications For The Role

The requisite knowledge for the role being undertaken Strong numeracy skills, attention to detail and experience of dealing with multiple currencies Solid analytical and research skills and able to communicate technical knowledge clearly Proficiency with MS Office Suite and CRM systems Deploy assertiveness and use initiative Excellent interpersonal skills; able to converse well on all levels as well as exceptional written and verbal communication skills Team player with experience of working in a team environment, able to identify and help others when required Well organised Efficient time management skills to plan workload and prioritise accordingly Tactful, trustworthy, diplomatic and able to maintain confidentiality A deep rooted desire to continue to learn, develop and implement processes and procedures Hold values that are in line with our own and that will help strengthen our culture#J-18808-Ljbffr