Private Wealth Manager
Skills
About This Role
Company Description
Headquartered in Dubai, is a global alternative investment firm serving high-net-worth and ultra-high-net-worth investors across over 35 countries.
Specializing in opportunities outside traditional public markets, their portfolio includes private equity, real estate, fixed income, REITs, gold exploration, and thematic media investments.
Supported by an in-house team of expert analysts, they focus on balance, diversification, and long-term value creation.
Recognized as one of the Top 10 Most Reliable Investment Firms in the Gulf (2025), Company offers future-ready solutions for sustainable wealth growth while empowering investors to build their financial legacies.
https://thewealthlounge.com/
Role Description
This is a contract-based Private Wealth Manager position with a hybrid work arrangement.
The role involves working directly with high-net-worth clients, providing financial planning, investment management, and wealth-building strategies.
Day-to-day responsibilities include developing tailored investment plans, conducting market research, draw on your partner portfolios, and guiding clients on estate planning and alternative assets.
Additionally, the Private Wealth Manager will foster client relationships, ensure regulatory compliance, and support clients in their wealth creation and legacy-building goals.
Qualifications
- Proficiency in Financial Planning and Estate Planning strategies
- Strong background in Investment Management and Finance
- Possession of relevant certifications, such as Certified Financial Planner, is highly preferred
- Excellent client relationship management and communication skills
- Proven ability to adapt to both in-office and remote work environments
- Broad understanding of alternative investments, including private equity, real estate, and fixed income, is a plus
- Bachelor’s degree in Finance, Economics, or a related field; relevant advanced degree is advantageous
- Whats on Offer
- Monthly retainer based on performance
- Employee Share Option for Senior Wealth Brokers
- Upto 75% commission on deals subject to a tiered sale structure (No upper Ceiling on investment sums)
- Off Market Opportunities exclusive to the company
- Great Company culture and autonomy
- Mentoring options (with override commission opportunities on team sales volume)
- Growth opportunities to become Senior Private Manager to Partner
- What you bring
- Existing HNW Client Network out of Europe, MENA and Gulf Region.
- Level 3+ qualification (Preferable)
- Proven Sales experience of USD 200K+ per annum
- Product Knowledge and sales experience in Europe, MENA and Gulf Region
- Disclaimer: The final offer will be based on the candidates experience and qualifications.
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