Senior Wealth Advisor

Job Reference: 31359-Senior wealth advisor
Company: RecruitArab - recruiter
Industry: Pharmaceuticals
Job Title: Senior Wealth Advisor
Location: Abu Dhabi, United Arab Emirates
Industry: Pharmaceuticals
Closing Date: 2024-09-11
Application Email: apply@emiratesrecruiter.com

Job Overview:
We are seeking a highly skilled and experienced Senior Wealth Advisor to join our dynamic team in Abu Dhabi. The ideal candidate will possess a deep understanding of wealth management, particularly within the pharmaceutical sector, and will be responsible for developing and managing client relationships, providing tailored financial solutions, and driving the growth of our wealth management services.

Key Responsibilities:

- Client Relationship Management: Build and maintain strong, long-term relationships with high-net-worth individuals and institutional clients in the pharmaceutical industry. Understand their financial goals, investment preferences, and risk tolerance to deliver personalized wealth management solutions.

- Financial Planning and Investment Strategy: Develop comprehensive financial plans and investment strategies that align with clients' objectives. Offer expert advice on asset allocation, investment vehicles, and market trends specific to the pharmaceutical sector.

- Portfolio Management: Oversee and manage client investment portfolios, ensuring optimal performance. Regularly review and adjust strategies based on market conditions and client needs.

- Market Research and Analysis: Conduct in-depth market research and analysis to identify investment opportunities within the pharmaceutical industry. Stay updated on industry trends, regulatory changes, and economic factors that may affect client portfolios.

- Sales and Business Development: Actively seek new business opportunities through networking, referrals, and industry events. Develop and implement strategies to grow the client base and increase assets under management.

- Team Collaboration: Work closely with internal teams, including compliance, risk management, and research, to ensure seamless service delivery and adherence to regulatory standards.

- Client Education: Provide ongoing education to clients regarding investment options, market developments, and financial planning strategies. Conduct workshops and seminars to enhance clients' understanding of wealth management.

- Regulatory Compliance: Ensure compliance with all regulatory requirements and internal policies related to wealth management services. Maintain accurate and up-to-date client records.

Qualifications:

- Bachelor’s degree in Finance, Business Administration, Economics, or a related field. A master’s degree or relevant certifications (CFA, CFP, etc.) is preferred.
- A minimum of 5 years of experience in wealth management, financial advisory, or related fields, with a focus on the pharmaceutical sector.
- Proven track record of managing high-net-worth client relationships and delivering successful investment strategies.
- Strong understanding of the pharmaceutical industry, including market dynamics, trends, and investment opportunities.
- Excellent analytical, problem-solving, and decision-making skills.
- Exceptional communication and interpersonal skills, with the ability to build rapport and trust with clients.
- Proficiency in financial software and tools, along with a strong understanding of investment products and services.

What We Offer:

- Competitive salary and performance-based incentives.
- Comprehensive benefits package, including health insurance and retirement plans.
- Opportunities for professional development and career advancement.
- A collaborative and supportive work environment.

If you are a motivated individual with a passion for wealth management in the pharmaceutical sector and meet the qualifications outlined above, we invite you to apply for the position of Senior Wealth Advisor. Please send your application, including your resume and a cover letter, to apply@emiratesrecruiter.com by 2024-09-11.

We look forward to welcoming a new member to our team who is committed to excellence and client success!


Please inculde this job reference [31359-Senior wealth advisor] in the email when you send your application.

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