Job offer: Senior Wealth Manager

Established in 2022, the company is a DFSA regulated entity incorporated into the DIFC. The company provides wealth management and investment advisory services for UHNIs across the region.

Responsibilities include, but are not limited to:

• Conduct in-depth market research to assess conditions, identify client financial needs, and select suitable investment products.
• Continuously monitor and analyze market trends, preparing reports to support informed decision-making.
• Address and resolve client complaints promptly, ensuring client satisfaction.
• Provide clients with financial insights and communicate market-driven feedback to analysts and portfolio managers.
• Develop and refine investment strategies by assessing and improving existing plans.
• Perform essential back-office functions to facilitate efficient trading, supporting entry into new markets while ensuring compliance with company regulations.
• Build and maintain strong client relationships, delivering timely resolutions to client issues.
• Regularly engage with clients to provide operational support and assist in risk management.
• Drive business growth by developing new client relationships, markets, and transactions.
• Ensure accurate, up-to-date documentation and account records.
• Identify tactical opportunities, innovating trading ideas aligned with established investment strategies.
• Support the compliance officer in client onboarding by gathering and supplying required documentation.
• Manage and oversee the customer relationship management system.

• Extensive knowledge of financial markets, diverse investment products, and wealth management strategies, with a focus on high-net-worth clients and institutional clients.
• Proven track record in building, managing, and growing high-net-worth client portfolios, consistently achieving financial targets and fostering asset growth.
• Skilled in client communication and relationship-building, with strong interpersonal abilities to establish trust and retain long-term clients.
• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• 3-5 years of professional experience in wealth management, private banking, or financial advisory services, specializing in high-net-worth individuals (HNWIs) and institutional clients.
• Proficient in financial planning software and analytical tools, enabling efficient portfolio analysis and reporting.
• Certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are a plus.