- Focus on cultivating relationships with ultra-high-net-worth individuals and families in the UAE market.
- Manage client relationships, new client acquisition, and client retention.
- Collaborate with investment professionals to propose and execute tailored solutions.
- Address client inquiries and oversee daily account operations.
- Provide regular market updates, portfolio performance reports, and investment opportunities.
- Periodic travel to coverage regions for relationship development.
- Assist in creating presentations, proposals, and promotional materials.
- Track clients, AUM, and revenues using internal systems.
- Ensure compliance, operational, and due diligence requirements are met.
- Oversee private client relationships and manage investment portfolios.
- Collaborate on client sponsorship and KYC procedures.
- Supervise and train junior staff members.
- Minimum 10 years of experience as a Relationship Manager in Private Banking or a substantial UHNW network in the UAE.
- Strong English language skills.
- Proven track record in investment sales and relationship management.
- Familiarity with local regulatory policies and financial markets.
- Appropriate local regulatory qualifications.
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Wealth Manager
1 month ago
Only for registered members DubaiThis 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 ...
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Wealth Manager
4 days ago
Independent Resourcing Consultancy Dubai, United Arab EmiratesThis firm is a pioneering financial advisory consultancy dedicated to safeguarding clients' financial futures. · Assess and advise on medium to long-term financial objectives. · Tailor advice to clients nationality and location. · ...
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Wealth Manager
4 weeks ago
Only for registered members Dubai, DubaiThe 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. · ...
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Manager Wealth
3 weeks ago
Only for registered members Dubai, DubaiWe 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. · ...
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Wealth Manager
4 days ago
Independent Resourcing Consultancy Dubai, United Arab EmiratesWealth manager role in Dubai seeking experienced professional to provide tailored financial advice and wealth management solutions to high-net-worth individuals and families. · Bachelor's degree in Finance, Economics, Business Administration or related field (Master's degree or r ...
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Wealth Manager
1 month ago
Only for registered members DubaiWe are seeking a motivated and experienced Wealth Manager with 3-4 years of experience to join our team. · Bachelor's degree in Finance, Business, or a related field. · 3-4 years of experience as a Wealth Manager or in financial planning, investment advisory, or wealth management ...
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Wealth Manager
2 days ago
Only for registered members Dubai, DubaiThe 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 ...
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Wealth Manager
4 days ago
Independent Resourcing Consultancy Dubai, United Arab Emirates+ Experienced Wealth Manager to join top company in Dubai. Career growth, supportive culture and holistic approach. Build client base of high-net-worth individuals (B2C). Manage and support client portfolios with personalized advisory services. · + Conduct comprehensive reviews t ...
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Wealth Manager
4 weeks ago
Only for registered members DubaiThe Wealth Manager is responsible for managing a portfolio of high-net-worth individuals, family offices, and institutional clients. · ...
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Wealth Manager
1 month ago
Only for registered members DubaiThe 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, ...
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Wealth Manager
1 month ago
Only for registered members DubaiWealth 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. · ...
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Wealth Manager
1 month ago
Only for registered members DubaiThe Wealth Manager will engage with qualified leads generated through social media and marketing campaigns. The role requires scheduling and conducting meetings (in-person or virtual) with prospective clients to clearly explain our wealth management services, value proposition, a ...
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Wealth Manager
1 month ago
Only for registered members DubaiManage and grow a portfolio of high-net-worth and retail clients. Assess clients' financial goals, risk profile, and investment horizon. · ...
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Wealth Manager
3 weeks ago
Only for registered members DubaiWealth Manager · Build and manage a portfolio of preferred Retail, HNI and NRI clients. · Develop and maintain strong relationships with all clients. · ...
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Wealth Manager
4 days ago
Independent Resourcing Consultancy Dubai, United Arab EmiratesThis role offers the chance to work as a Financial Planner in the Middle East. The successful candidate will be working alongside the Director of the UAE business. · The job involves advising clients on medium to longer term financial objectives and offering areas of advice cover ...
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Director – Wealth Management
5 days ago
Career Maker Consultant BPC Dubai, DU, United Arab EmiratesAs a Director, you will play a strategic leadership role in acquiring and managing UHNW clients. · ...
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Head of Wealth Management
1 week ago
Stanley Mac Dubai, United Arab EmiratesTo develop and implement the Wealth Management proposition in the UAE with requisite governance and compliance controls. · ...
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Director Wealth Management
3 weeks ago
Only for registered members Dubai, DubaiThis 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 ...
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Associate Wealth Manager
1 week ago
Independent Resourcing Consultancy Dubai, United Arab EmiratesWealth management firm seeks seasoned financial advisers to cater to UAE's expatriate community. · - Face-to-face wealth management advice · - Building long-term client relationships · Comprehensive training and development for securing local qualifications and licensing · Practi ...
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Wealth Management Consultant
2 weeks ago
Only for registered members Dubai, DubaiNair Systems is currently looking for Wealth Management Consultant for our UAE operations with the following Skill set and terms & conditions. · We are seeking an experienced Wealth Management Consultant · , to join our team in Dubai. The ideal candidate will have a degree in fin ...
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Private Wealth Manager
4 weeks ago
Only for registered members Dubai, DubaiAbout Our Client The client is an NBFC company with multiple offices. · ...
Senior Private Wealth Manager - Dubai, United Arab Emirates - High Street Resources
Description
Our client is a large international Private Bank, with a strong presence in the Middle East Region. Looking for experienced Private Bankers:
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Wealth Manager
Only for registered members Dubai
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Wealth Manager
Independent Resourcing Consultancy- Dubai, United Arab Emirates
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Wealth Manager
Only for registered members Dubai, Dubai
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Manager Wealth
Only for registered members Dubai, Dubai
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Wealth Manager
Independent Resourcing Consultancy- Dubai, United Arab Emirates
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Wealth Manager
Only for registered members Dubai
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Wealth Manager
Only for registered members Dubai, Dubai
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Wealth Manager
Independent Resourcing Consultancy- Dubai, United Arab Emirates
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Wealth Manager
Only for registered members Dubai
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Wealth Manager
Only for registered members Dubai
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Wealth Manager
Only for registered members Dubai
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Wealth Manager
Only for registered members Dubai
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Wealth Manager
Only for registered members Dubai
-
Wealth Manager
Only for registered members Dubai
-
Wealth Manager
Independent Resourcing Consultancy- Dubai, United Arab Emirates
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Director – Wealth Management
Career Maker Consultant BPC- Dubai, DU, United Arab Emirates
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Head of Wealth Management
Stanley Mac- Dubai, United Arab Emirates
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Director Wealth Management
Only for registered members Dubai, Dubai
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Associate Wealth Manager
Independent Resourcing Consultancy- Dubai, United Arab Emirates
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Wealth Management Consultant
Only for registered members Dubai, Dubai
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Private Wealth Manager
Only for registered members Dubai, Dubai