Apply directly to jobs in best companies
Search Companies / Jobs

Wealth Manager at Ateca Consulting
Dubai, United Arab Emirates


Job Descrption
Wealth Managers are required by a leading privately owned banking institution in Dubai, United Arab Emirates. The successful candidate will be responsible for managing the financial portfolios of high-net-worth individuals (HNWIs) by providing tailored wealth management services. This role involves advising clients on financial investments, estate planning, retirement planning, and tax optimization strategies to help them achieve their financial goals.

Key Responsibilities:

- Develop and manage relationships with high-net-worth individuals.

- Provide tailored financial advice on investments, estate planning, and tax strategies.

- Manage client portfolios, offering timely investment adjustments.

- Identify and acquire new clients through networking and referrals.

- Provide regular performance reports and insights to clients.

Qualifications & Experience:

- Minimum 5 years’ experience as a Wealth Manager.

- Current client base exceeding $250 million.

- Minimum of 5 years of... experience with your existing bank.

- Expertise in managing relationships with high-net-worth individual investors.

- Opportunity to relocate near former high-net-worth clients.

- Re-establish relationships with clients and expand your network in new markets.

Our client offers an extremely attractive package, including bonus buyouts, and is eager to speak with qualified candidates immediately.

Job Type: Permanent

Complete form below to directly Send your CV / Linkedin Profile to Wealth Manager at Ateca Consulting.
@
You will receive all responses from employer on this email
Example: Application for the post of 'Accountant'
Example: Introduce your self and give purpose of your application
*All fields are mandatory.
ATECA CONSULTING
2 jobs found
Executive Assistant at Ateca Consulting
Dubai, United Arab Emirates
Wealth Manager at Ateca Consulting
Dubai, United Arab Emirates
1
10 Other Companies Worldwide
American Hospital Dubai  
Hospitals and Health Care
Marriott International  
Hospitality
IHG  
Hospitality
NMC Healthcare  
Hospitals and Health Care
Aster DM Healthcare  
Hospitals and Health Care
Emaar  
Real Estate
Jumeirah Group  
Hospitality
Samsung Electronics  
Computers and Electronics Manufacturing
Halliburton  
Oil and Gas
Mediclinic  
Hospitals and Health Care
1