Senior Wealth Advisor

Job Reference: 26563-Senior wealth advisor
Company: RecruitArab - recruiter
Industry: Real Estate
Position: Senior Wealth Advisor (Real Estate)

Location: Abu Dhabi

Closing Date: 2024-09-23

Email Address: apply@emiratesrecruiter.com

We are seeking a highly experienced Senior Wealth Advisor to join our team in Abu Dhabi, specializing in Real Estate investments. The successful candidate will be responsible for providing expert financial advice and guidance to high-net-worth individuals and institutional clients looking to invest in the real estate market.

Responsibilities:
- Develop and maintain relationships with clients to understand their financial goals and objectives
- Analyze market trends and research investment opportunities within the real estate sector
- Create customized investment strategies and financial plans for clients based on their risk tolerance and investment preferences
- Monitor and manage client portfolios, making recommendations for adjustments as needed
- Stay up-to-date on industry regulations and compliance standards
- Collaborate with other financial professionals, such as tax advisors and estate planners, to provide holistic wealth management solutions
- Maintain a high level of client satisfaction and retention through ongoing communication and support

Requirements:
- Bachelor's degree in Finance, Economics, or a related field
- Minimum of [random number] years of experience as a Wealth Advisor, preferably specializing in Real Estate investments
- Strong knowledge of the Abu Dhabi real estate market and investment opportunities
- Proven track record of successfully managing client portfolios and achieving financial goals
- Excellent communication and interpersonal skills
- Certified Financial Planner (CFP) designation preferred

If you meet the requirements for this position and are passionate about helping clients achieve their financial goals through real estate investments, we encourage you to apply by sending your resume and cover letter to apply@emiratesrecruiter.com. Thank you for your interest in joining our team.


Please inculde this job reference [26563-Senior wealth advisor] in the email when you send your application.

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