Wealth Unit Head

Confidential Company

Multiple Vacancies

Posted 30+ days ago

Experience

8 - 15 Years

Job Location

Dubai - United Arab Emirates (UAE)

Education

Any Graduation

Nationality

Any Nationality

Gender

Any

Vacancy

5 Vacancies

Job Description

Roles & Responsibilities

  • Drive the unit's revenue growth by identifying and capitalizing on market opportunities and expanding the client base.
  • Lead and mentor a team of wealth managers, providing guidance on client relationship management and financial planning strategies.
  • Oversee the development and implementation of comprehensive wealth management plans tailored to individual client needs and goals.
  • Ensure adherence to regulatory requirements and internal policies, maintaining the highest standards of compliance and ethical conduct.
  • Cultivate and maintain strong relationships with key clients, acting as a trusted advisor and providing exceptional service.
  • Analyze financial market trends and economic indicators to inform investment strategies and client recommendations.
  • Collaborate with other departments, such as investments and credit, to deliver integrated wealth management solutions.
  • Manage the unit's budget and resources effectively, optimizing profitability and operational efficiency.
  • Stay abreast of industry best practices and emerging trends in wealth management, continuously improving service offerings.

Desired Candidate Profile

  • Bachelor's degree in Finance, Economics, or a related field is essential; a Master's degree or relevant professional certifications (e.g., CFP, CFA) are highly preferred.
  • Possesses a minimum of 10 years of experience in wealth management, with a proven track record of success in a leadership role.
  • Demonstrates a deep understanding of financial markets, investment products, and wealth planning strategies.
  • Requires a strong proficiency in financial modeling, portfolio analysis, and client relationship management systems.
  • Exhibits exceptional communication, interpersonal, and presentation skills, capable of building rapport with high-net-worth individuals.
  • Demonstrates a commitment to ethical conduct and regulatory compliance, with a thorough understanding of industry regulations.
  • Shows strong leadership and team management abilities, with the capacity to motivate and develop a high-performing team.
  • Must be fluent in English; proficiency in additional languages, such as Mandarin or Arabic, is highly advantageous.
  • A proactive and results-oriented individual with a passion for delivering exceptional client service.
  • Requires strong analytical and problem-solving skills, with the ability to make sound financial decisions under pressure.

Employment Type

    Full Time

Company Industry

Department / Functional Area

Keywords

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Confidential Company

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