About the Role
As a Wealth Advisor, your primary responsibility will be to build and maintain long-term relationships with high-net-worth individuals (HNWIs). You will provide tailored financial advice and wealth planning services aimed at helping clients grow, preserve, and transfer their wealth.
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Responsibilities
- Develop tailored financial plans and investment strategies aligned with clients’ goals and financial needs.
- Manage and regularly review customized investment portfolios to optimize returns and mitigate risk.
- Build and maintain strong relationships with HNW clients through proactive advice, portfolio updates, and financial reviews.
- Drive revenue through cross-selling and business development while ensuring full compliance and accurate client documentation.
Qualifications
- Bachelor’s degree in Finance or related field; MBA preferred, with ICWM / UAE Regulations qualifications.
- Minimum 3 years’ experience in banking, wealth management, or investment product management.
- Strong track record in sales, business development, and investment products, ideally within Retail or Wealth Management.
- Excellent communication, presentation, interpersonal, and client relationship management skills.
Benefits and Work Environment
We are recognized as one of the region’s most prominent brands and leaders in banking innovation. This is an excellent time to join as we continue to grow across both the UAE and our global offices. We offer a variety of professional development opportunities to accelerate your career. You can expect extremely competitive rewards, benefits, and perks, including a flexible work policy that allows for remote work when it suits you.
