Wealth Management Officer

MICS International, a UAE-based financial advisory firm focused on global investing, is looking for experienced Wealth Management Professionals to join our team in Dubai.

1.

Proactively source and onboard new clients by leveraging existing networks, referrals, industry relationships, and professional events, with a strong focus on HNI and UHNI segments

2.

Understand clients’ risk appetite, financial goals, and investment preferences, and collaborate with the advisory team to structure suitable asset allocation strategies within a financial planning framework

3.

Build and maintain long-term client relationships through regular meetings, portfolio discussions, and continuous engagement

4.

Conduct periodic portfolio reviews with existing clients and prospects, identifying opportunities to grow assets under management (AUM) and strengthen client relationships

5.

Drive business development initiatives by actively networking, attending industry events, and engaging with potential investors and strategic partners

6.

Deliver a highly personalized client experience across all accounts, ensuring strong retention, engagement, and relationship expansion

7.

Track and analyse capital markets, macroeconomic trends, and central bank or government policy developments impacting asset classes, and actively participate in weekly internal advisor discussions

8.

Develop a deep understanding of existing and prospective clients while ensuring business growth opportunities align with the firm’s investment philosophy and advisory framework

1.

New client acquisition and onboarding within the HNI/UHNI segment

2.

Net AUM growth generated through new client inflows and existing client expansion

3.

Revenue contribution through advisory fees and managed client relationships

4.

Client engagement metrics including periodic review completion and relationship continuity

5.

Conversion ratio from prospects to active clients

6.

Client retention and relationship deepening across investment solutions

7.

Active participation in networking initiatives, events, and business development activities

1.

Prior experience in wealth management, private banking, or investment advisory sales

2.

Existing relationships within HNI/UHNI investor communities preferred

3.

Demonstrated client acquisition and relationship management capabilities

4.

Comfortable with in-person meetings, networking, and attending industry events

5.

Self-driven, commercially oriented professional with strong communication skills

Interested candidates can share their CV at: shobhit@mics.ae with Subject line - "WM_Your Name"