Relationship Manager/Wealth Manager

Platinus Technologies

Multiple VacanciesEmployer Active

Posted 5 hrs ago

Experience

3 - 8 Years

Job Location

Dubai - United Arab Emirates

Education

Bachelor of Arts

Nationality

Any Nationality

Gender

Not Mentioned

Vacancy

5 Vacancies

Job Description

Roles & Responsibilities

We are looking for an experienced Relationship Manager/Wealth Manager for our UAE office. The role involves managing and growing a portfolio of high-net-worth clients, offering investment advice, and developing tailored financial strategies.

Key Responsibilities

  • Manage and grow a portfolio of HNW/UHNW clients while providing tailored financial and investment advice.
  • Develop and implement customized wealth strategies, including asset allocation and risk management.
  • Monitor market trends and identify suitable investment opportunities.
  • Maintain strong client relationships through regular reviews and proactive communication.
  • Ensure compliance with UAE financial regulations and prepare necessary client reports and proposals.

Required Skills & Qualifications

  • Bachelors degree in Finance, Economics, Business, or related field.
  • Strong understanding of investment products and wealth planning.
  • Excellent client relationship, communication, and presentation skills.
  • Analytical mindset with the ability to make informed financial recommendations.
  • Knowledge of UAE financial regulations and compliance requirements.
  • Knowledge of estate planning, retirement planning, and tax optimization strategies.
  • Familiarity with CRM tools, portfolio management software, and financial modeling.

Desired Candidate Profile

Location: Dubai, United Arab Emirates

Experience Required: Minimum 3 Years

Interview Mode: Mandatory Face-to-Face Interviews in Dubai (Interview travel costs are reimbursable)

Relocation: Candidates must be open to relocating to Dubai.

Notice Period: Immediate to 60 Days Preferred.

The ideal candidate should have strong financial knowledge, excellent relationship-building skills, and the ability to provide comprehensive wealth planning solutions across investments, retirement, tax, and estate planning.


Company Industry

Department / Functional Area

Keywords

  • Relationship Manager/Wealth Manager

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Platinus Technologies

https://www.naukri.com/job-listings-261125024147