Wealth Management Manager
Job Reference: 30094-Wealth management manager
Company: RecruitArab - recruiter
Industry: Energy
We are seeking a highly skilled and experienced Wealth Management Manager to join our team in Sharjah within the Energy sector. The Wealth Management Manager will be responsible for providing comprehensive financial planning and investment management services to high-net-worth clients.
Key Responsibilities:
- Develop and implement customized financial plans for clients based on their individual financial goals and risk tolerance
- Provide investment advice and recommendations to clients on a wide range of investment products, including stocks, bonds, mutual funds, and alternative investments
- Monitor and review client portfolios on a regular basis to ensure they are aligned with their financial goals and risk profile
- Build and maintain strong relationships with clients to understand their needs and provide exceptional customer service
- Stay current on market trends and economic conditions to make informed investment decisions on behalf of clients
- Collaborate with other members of the wealth management team, including financial planners and analysts, to provide comprehensive financial solutions to clients
Qualifications:
- Bachelor's degree in Finance, Business, or related field
- Minimum of 5 years of experience in wealth management or related field
- Strong knowledge of investment products and financial planning strategies
- Excellent communication and interpersonal skills
- Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation preferred
Closing Date: 2024-09-19
To apply, please send your resume and cover letter to apply@emiratesrecruiter.com.
Please inculde this job reference [30094-Wealth management manager] in the email when you send your application.