This DFSA regulated company offers a combination of private wealth solutions and a highly developed in-house investment service, so they are well-equipped to meet the needs of HNI and UHNI individuals. The Wealth Manager should have experience in dealing with this level of clientele in the region and should be able to provide suitable investment management solutions that are in line with the client’s aspirations and risk appetite.
You shall serve as the trusted advisor to both new and existing clients by showing excellent communication and knowledge regarding the investment products and solutions that are available. The Wealth Manager will also be expected to grow the in-house discretionary investment management solutions by working closely with the Portfolio Managers.
In addition to servicing any existing clients, a significant part of the role will be to identify and secure new clients in order to increase AUM. All of the functions of this role must be carried out in such a way that adheres to all compliance and regulatory requirements.
Our client is looking to hire someone who is extremely self-motivated and entrepreneurial. You should be capable of managing and growing a large book of HNI and UHNI clients. The ideal candidate will have previous Private Banking experience, along with a transferable book of discretionary managed investments. The successful candidate will have excellent knowledge of the financial markets and of the investment solutions that you will be offering your clients.