Wealth Management Advisor
Skills
About This Role
Job Summary
We are seeking a dynamic and client-focused professional to join our client's Wealth Management team.
The role involves acquiring new clients, advising on investment products, and managing client portfolios to drive revenue growth while ensuring high levels of client satisfaction.
Key Responsibilities
- Acquire and onboard
- clients
- for wealth management services
- Understand client financial goals, risk appetite, and investment horizon
- Provide advisory on financial products such as:
- Mutual Funds
• Bonds & Debentures
- Structured Products
- Insurance & Wealth Protection solutions
- Build and manage a strong
- client portfolio
- with long-term relationships
- Achieve assigned
- sales and revenue targets
- Stay updated with market trends, economic developments, and investment opportunities
- Ensure compliance with regulatory and internal policies
- Coordinate with product and research teams to deliver tailored solutions
Key Requirements
- 2–7 years of experience in
- wealth management / investment advisory / financial product sales
- Strong understanding of
- investment products and financial markets
- Proven track record in
- client acquisition and revenue generation
- Excellent communication, negotiation, and interpersonal skills
- Ability to build trust and maintain long-term client relationships
- Knowledge of UAE financial market is an added advantage
Preferred Qualifications
- Bachelor’s degree in Finance, Business, Economics, or related field
- Certifications like
Cfa / Cfp / Cisi
(preferred but not mandatory)
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