Wealth Manager - AVP/VP
Skills
About This Role
Overview
The position is for a leading NBFC ...
Summary: -
- The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.
- Roles and Responsibilities :
- Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services.
- Need to ensure growth of AUM or book size. Analyze financial information obtain from clients to determine strategies for meeting clients financial objectives. Must ensure the growth of AUM / Book Size.
- Responsible for business development through acquisition of high net-worth clients. Mandatory numbers of meetings with clients to keep them updated with the current market scenario.
- Analyze client portfolios and make necessary suggestions. Recommend financial products.
- Responsible for identifying customer needs and assessing their risk appetite. Provide regular updates to the immediate superior as and when required.
- Create and enforce plans that will help meet the needs of the customer.
Desired Candidate Profile
- 5+ years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background. Graduation / Post Graduation in any discipline.
- Understanding of market pulse, knowledge on investment products, understanding of wealth platform.
- MS Office / MS Excel / AMFI / IRDA (Certification). Result Orientation. Customer Focus. Knowledge Driven.
- Aggression.
- Continuous Improvement.
- Planning and Organizing.
- Interpersonal/ relationship management skills.
- Passion for acquisition n sales. Knowledge of investment products, macro fundamentals n behavioral finance.
Your resume, rewritten
for this exact role.
Sign up free — Base Career tailors your CV to this job description in 60 seconds.
01 / 05
Resume Tailored to This Job
Your keywords, structure, and story — rewritten to match this exact role and pass ATS filters.
Free · No card · 60 seconds
02 / 05
Cover Letter for This Role, Done
Job-specific cover letters written in Gulf professional tone — ready in seconds, not hours.
Free · No card · 60 seconds
03 / 05
See How Well You Fit This Role
AI match score with clear reasons — know your fit before investing time in the application.
Free · No card · 60 seconds
04 / 05
Apply in One Click
Autofill any application form on Workday, LinkedIn, Bayt, Greenhouse — with your tailored content.
Free · No card · 60 seconds
05 / 05
Track It. Follow Up at the Right Time.
Visual pipeline for every application with AI-timed follow-up reminders so nothing slips.
Free · No card · 60 seconds
Similar Jobs
Private Wealth Manager
Talengage · Dubai
About Our Client The client is a NBFC company with multiple offices. Job Description The responsibilities of the role are as follows: Meeting with clients in person to discuss financial goals and needs, including making
Skills
Wealth Manager – Native-Level European Language Speakers Preferred
Dubai Properties · Dubai
Hiring—Wealth Manager—Native-Level European Language Speakers Preferred [German, Italian, French, Spanish] Job Type: Commission-Only Location: UAE (Immediate Joining Required) Experience: Minimum 6 months in Roadshow, Re
Skills
3 days ago
Apply Now↗Apply Now ↗Private Wealth Manager
The Wealth Lounge · Dubai
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 pu
Skills
4 days ago
Apply Now↗Apply Now ↗Wealth Manager - AVP/VP
Talengage · Dubai
The position is for a leading NBFC ... SUMMARY: - The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for
Skills
1 weeks ago
Apply Now↗Apply Now ↗Wealth Manager – Native-Level European Language Speakers Preferred
Real Estate Company - Dubai · Dubai
Hiring—Wealth Manager—Native-Level European Language Speakers Preferred [German, Italian, French, Spanish] Job Type: Commission-Only Location: UAE (Immediate Joining Required) Experience: Minimum 6 months in Roadshow, Re
Skills
1 weeks ago
Apply Now↗Apply Now ↗Senior Financial Advisor / Team Leader / Wealth Manager – Build Your Own Advisory Business
Nexus Insurance Brokers LLC · Dubai
Independent Financial Advisor / Team Leader / Sales Manager Build Your Own Advisory Business Location: United Arab Emirates Job Type: Full-time | Entrepreneurial, Performance-Based Nexus Insurance Brokers LLC is an estab
Skills
2 weeks ago
Apply Now↗Apply Now ↗Senior Wealth Manager (Arabic speaker)
Al Hodood Technologies · Dubai
We are currently hiring for Wealth Managers (Arabic speaker) Requirements: 5 + years of experience in wealth management Experience handling UHNWI Looking for Arabic speakers Pay: AED18,000.00 - AED20,000.00 per hour Work
Skills
2 weeks ago
Apply Now↗Apply Now ↗Senior Wealth Manager
The Compass Group Ltd · Dubai
Company Description The Compass Group is an international financial services firm operating across the UK, Europe, the Middle East, and Asia. Specializing in wealth management, asset allocation, corporate finance, and B2
Skills
2 weeks ago
Apply Now↗Apply Now ↗Senior Wealth Manager
Gilbert Lennard · Dubai
We're Hiring | Senior Private Banker / Relationship Manager 📍 Dubai, UAE Gilbert Lennard is partnering with a leading wealth management firm to appoint a Senior Private Banker / RM in Dubai. The mandate: Manage and gro
Skills
2 weeks ago
Apply Now↗Apply Now ↗2.2K+
Cover Letters & Follow-ups
1.8K+
Resumes Tailored
190.5K+
Jobs Tracked
Trusted by professionals at
Stop applying blindly.
Start getting hired.
Base Career automates the hardest parts of job searching — apply smarter, not harder.
AI Resume in 60s
Your resume rewritten for this exact role using the job description as the brief.
ATS-Optimized
Get past automated screening filters with the right keywords matched to each job.
Application Tracker
Track every job, follow-up, and interview in one visual kanban board.
Free plan · No credit card required