Wealth Manager
Client of Life Line Hr Services
Posted 30+ days ago
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Experience
10 - 12 Years
Job Location
Education
Bachelor of Arts(Economics)
Nationality
Any Nationality
Gender
Not Mentioned
Vacancy
1 Vacancy
Job Description
Roles & Responsibilities
Company : LifeLine HR.
Country : UAE.
Position : Wealth Manager.
Education :
~ Bachelor s degree in Finance, Economics, Accounting, or related field mandatory (Master s or CFA/CAIA/CFP preferred).
Experience :
~ 10+ years of experience in wealth management, investment advisory, or private banking, preferably with exposure to ultra-high-net-worth individuals or family offices. ~ Strong knowledge of global financial markets, investment products, and alternative assets. ~ Proven track record in strategic asset allocation and portfolio construction. ~ Experience with estate planning, trusts, tax structuring, and intergenerational wealth transfer.
Skills :
~ Investment Management ~ Financial Planning & Reporting ~ Risk & Compliance ~ Estate & Succession Planning ~ Tax Optimization ~ Cash Flow & Liquidity ~ Relationship Management ~ Philanthropy Oversight
Attributes :
~ Excellent communication, interpersonal, and relationship management skills. ~ High discretion, integrity, and confidentiality in handling sensitive family matters.
Desired Candidate Profile
~ Bachelor s degree in Finance, Economics, Accounting, or related field mandatory (Master s or CFA/CAIA/CFP preferred).
~ 10+ years of experience in wealth management, investment advisory, or private banking, preferably with exposure to ultra-high-net-worth individuals or family offices. ~ Strong knowledge of global financial markets, investment products, and alternative assets. ~ Proven track record in strategic asset allocation and portfolio construction. ~ Experience with estate planning, trusts, tax structuring, and intergenerational wealth transfer.
~ Excellent communication, interpersonal, and relationship management skills. ~ High discretion, integrity, and confidentiality in handling sensitive family matters.
Company Industry
- Recruitment
- Placement Firm
- Executive Search
Department / Functional Area
- Finance
- Treasury
Keywords
- Wealth Manager
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Client of Life Line Hr Services
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