Wealth Management JIGSAW HR CONSULTANTS FZE

نشرت قبل 22 دقيقة

الخبرة

2 - 4 سنوات

الراتب الشهري

($1,351 - $1,621) د.إ 5,000 - 6,000

موقع العمل

Dubai - United Arab Emirates (UAE)

التعليم

ماجستير في إدارة الأعمال/دبلوم في إدارة الأعمال(مالي)

الجنسية

أي جنسية

جنس

أي

فوائد

Commission, Medical Insurance

عدد الشواغر

1 عدد الشواغر

الوصف الوظيفي

الأدوار والمسؤوليات

Job Summary:

We are seeking a highly motivated and client-focused Wealth Management professional to join our growing team. The successful candidate will be responsible for building, managing, and maintaining client relationships while providing tailored investment solutions, financial planning, and advisory services to high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs).


Develop and maintain long-term relationships with clients, understand their financial needs, goals, and risk tolerance.

• Provide comprehensive wealth management services including investment advisory, estate planning, tax optimization, and retirement planning.

• Proactively manage and grow a book of business through client referrals, networking, and internal lead sources.

• Conduct portfolio reviews, asset allocation, and periodic performance reporting for clients.

• Collaborate with internal specialists (e.g., investment research, legal, tax advisors) to provide holistic solutions.

• Ensure compliance with regulatory requirements and internal policies.

• Maintain up-to-date knowledge of financial markets, products, and industry trends.

__________

الملف الشخصي المطلوب للمرشحين

Bachelor's degree in Finance, Economics, Business Administration, or related field (MBA or CFA preferred).

• 2-3 years of experience in wealth management, private banking, or financial advisory roles.

• Proven track record of managing HNWI/UHNWI client relationships.

• Deep knowledge of investment products (mutual funds, PMS, AIFs, insurance, etc.).

• Certifications such as CFP, CFA, NISM (Series V-A, Series X-A/B) preferred or required depending on region.

• Strong interpersonal and communication skills.

• Self-driven with a client-centric mindset and strong ethical standards.

______________

Preferred Attributes:

• Entrepreneurial mindset with the ability to work independently.

• Ability to build trust and long-term relationships.

• Proficiency in CRM software and portfolio management tools.

• Multilingual skills are a plus (especially for international client base).

______________

Compensation & Benefits:

• Competitive base salary + performance-based incentives/commission.

• Health insurance

• Learning & development opportunities and career advancement paths.


نوع العمل

    دوام كامل

القطاع المهني للشركة

تنويه: نوكري غلف هو مجرد منصة لجمع الباحثين عن عمل وأصحاب العمل معا. وينصح المتقدمون بالبحث في حسن نية صاحب العمل المحتمل بشكل مستقل. نحن لا نؤيد أي طلبات لدفع الأموال وننصح بشدة ضد تبادل المعلومات الشخصية أو المصرفية ذات الصلة. نوصي أيضا زيارة نصائح أمنية للمزيد من المعلومات. إذا كنت تشك في أي احتيال أو سوء تصرف ، راسلنا عبر البريد الإلكتروني abuse@naukrigulf.com

JIGSAW HR CONSULTANTS FZE

SNEH AHUJA AHUJA - DIRECTOR

Sharjah Publishing City Free Zone SHARJAH UAE, Sharjah, United Arab Emirates (UAE)