Wealth Manager`
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We are looking for a dynamic and client-focused Wealth Manager to join our growing team in the UAE. The ideal candidate will have experience in financial services, strong relationship management skills, and the ability to identify client needs and recommend suitable financial solutions.
This role is best suited for someone who is sales-driven, confident in dealing with clients, and eager to grow within a fast-paced financial services environment.
Build and maintain strong relationships with new and existing clients
Understand client financial goals and recommend suitable wealth or investment solutions
Support business development efforts and contribute to revenue generation
Identify opportunities to cross-sell financial products and services
Monitor market trends and stay informed on relevant financial products
Maintain accurate client records and follow internal compliance processes
Prepare and present proposals, reports, and client updates as required
Work closely with internal teams to ensure smooth client onboarding and service delivery
Bachelor's degree in Finance, Business, Economics, or a related field
Minimum 2 to 3 years of experience in wealth management, financial services, relationship management, or sales
Strong communication, presentation, and interpersonal skills
Proven ability to manage clients and generate business
Good understanding of financial products and market trends
Fluent in English and Hindi
UAE driving license is preferred
Candidates who are immediately available will be preferred
Experience dealing with high-net-worth or affluent clients
Strong sales mindset with the ability to work toward targets
Good knowledge of the UAE financial services market
Professional, polished, and client-facing personality
Competitive salary commensurate with experience
Medical Insurance, Visa and Air Ticket as per UAE Labour Law
Job ID: 152242903
Skills:
capital raising , Hubspot, distribution experience, Real Estate, Salesforce, private credit, Microsoft Office Suite, business development, relationship management, CRM platforms, alternative investments
Skills:
Investment Research, risk management, investment advice, Compliance, Wealth Management, Financial Planning
Skills:
Market updates, Relationship management, Client acquisition, Compliance, Due Diligence, Investment sales, Client Retention, KYC procedures
Skills:
Aml, Private Banking, Deposits, FATCA, Mutual Funds, Product Management, Fixed Income Products, CRS, FX Products, Priority Banking, Product Governance, structured products, alternative investments, MIS Reporting, Wealth Management, Stakeholder Coordination, Kyc, Investment Advisory, investment products, Sales Enablement, Dashboard Preparation
Skills:
ESCA UAE Rules and Regulations Certification, CISI level 3, Wealth Management, Risk Profiling
