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Experience
3 - 5 Years
Job Location
Education
MBA/PG Diploma in Business Mgmt(Finance), Chartered Financial Analyst(Finance)
Nationality
Any Nationality
Gender
Any
Vacancy
1 Vacancy
Job Description
Roles & Responsibilities
Infinity Wealth Financial Services is a fast-growing international wealth advisory platform delivering comprehensive, cross-border investment solutions across global markets and all major asset classes. Our diversified product suite spans equities, fixed income, ETFs, mutual funds, structured products, alternatives, PMS and AIFs, providing clients with seamless access to opportunities across developed and emerging economies. We are seeking a sophisticated and driven Wealth Manager to join our wealth management team. In this role, you will act as a primary advisor to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. Your goal is to provide holistic financial guidance, ranging from investment strategy and tax planning to estate management and philanthropic goals. The ideal candidate possesses a rare blend of analytical rigor and emotional intelligence, capable of translating complex financial data into actionable, personalized life strategies. Key Responsibilities: 1.Relationship Management: Build and maintain long-term relationships with a portfolio of private clients, serving as their "financial quarterback." 2. Strategic Planning: Develop comprehensive financial plans that include asset allocation, retirement planning, risk management, and tax-efficient strategies. 3. Portfolio Analysis: Monitor market trends and re balance client portfolios to ensure alignment with risk tolerance and long-term objectives. 4. Business Development: Proactively identify and acquire new high-net-worth clients through networking, referrals, and community involvement. 5.Collaboration: Coordinate with clients' external legal and tax advisors to ensure a seamless execution of estate and legacy plans. 6. Compliance: Maintain strict adherence to industry regulations, fiduciary standards, and internal firm policies.
Desired Candidate Profile
Qualifications & Skills * Education: Bachelor’s degree in Finance, Economics, or a related field (MBA or Master’s preferred). * Certification: CFP®️ (Certified Financial Planner) or CFA (Chartered Financial Analyst) designation is highly preferred. * Experience: 3 years in private banking, investment management, or financial planning. * Technical Savvy: Proficiency with CRM software (e.g., Salesforce), financial modeling tools, and portfolio management systems. * Soft Skills: Exceptional communication skills and the "bedside manner" required to handle sensitive family dynamics and market volatility.
Employment Type
- Full Time
Company Industry
Department / Functional Area
Keywords
- Financial Analysis
- Senior Portfolio Manager
- Investments
- Strategic Planning
- Portfolio Management
- Asset Allocation
- Risk Management
- Principal Investment Strategist
- Investment Strategy
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Gulf Worldwide Distribution FZE
Gulf Worldwide Distribution FZE (GWD) is a leading distributor in the Japanese and European automotive aftermarket, operating across the UAE, GCC, Middle East, and Africa. The company represents globally recognized OEM and premium aftermarket brands including JTEKT, Schaeffler, SKF, Tokico (Astemo), Sankei 555, Servo, Osram, Maxlife, and Atlas BX Batteries, along with several other world-renowned manufacturers. GWD supplies a broad range of automotive parts to dealers, workshops, distributors, and fleet customers through a structured distribution platform, driven by a professional, accountable, and customer-focused work culture that emphasizes disciplined execution, collaboration, and long-term partnerships.
Read MoreReetu Sinha - HR
Jebel Ali Dubai UAE., Dubai, United Arab Emirates (UAE)
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