Wealth Advisor

DubaiHybrid2–5 yrsFull-time

Responsibilities

The Wealth Advisor is responsible for building long-term relationships with high-net-worth individuals by providing tailored financial advice and wealth planning. They design customized investment portfolios and execute strategies to meet revenue goals while ensuring regulatory compliance.

Requirements

Candidates must have a Bachelor's or MBA in Finance and hold ICWM or UAE Regulations qualifications. A minimum of 3 years of experience in wealth management, sales, and investment product management is required.

Key skills

Financial PlanningInvestment ManagementClient Relationship ManagementBusiness DevelopmentPortfolio ManagementRisk AssessmentWealth PlanningCross-sellingComplianceCommunication SkillsPresentation SkillsInterpersonal Skills

Benefits

Professional Development Opportunities

Competitive Rewards

Flexible Work Policy

Apply now

You'll apply on the employer's official page.