Summary:
The Senior Wealth Manager position aims to significantly increase Assets Under Management (AUM) by acquiring and maintaining relationships with Ultra-High Net Worth Individuals (UHNWI) across Europe and the Middle East. The role requires a combination of client acquisition and relationship management, alongside ensuring regulatory compliance in financial solutions.
Data and Details:
- Client Company: A Swiss wealth management firm located in Dubai, providing tailored services to private clients, external asset managers, and institutional clients. Their services include investment advisory, direct access trading, alternative investments, and comprehensive reporting.
- Key Responsibilities:
- Client Acquisition: Actively seek and acquire new UHNWI clients in Europe and the Middle East to boost AUM.
- Relationship Management: Nurture and grow existing client relationships, ensuring effective wealth management and portfolio growth.
- Financial Solutions: Develop customized investment strategies that meet the specific financial goals and risk profiles of UHNWI clients.
- Compliance: Adhere strictly to internal policies and regulatory requirements across relevant jurisdictions.
- Collaboration: Work with internal teams to provide holistic client service and leverage the firm’s offerings.
Profile Requirements:
- Minimum of 7 years of experience in wealth management, with a successful track record in UHNWI client relationship management.
- Proven skills in both client acquisition (hunting) and relationship deepening (farming) to increase AUM.
- Relevant financial qualifications such as CFA, CISI, or CFP, with a strong grasp of complex financial strategies for UHNWIs.
- Knowledgeable about global economic trends and regulations in European and Middle Eastern markets.
- Exceptional interpersonal skills and strategic thinking abilities to forge long-term relationships in a competitive environment.
Job Offer:
- Impact and Autonomy: The role provides a unique chance to influence AUM growth significantly, offering autonomy in managing client relationships and investment strategies.
- Prestigious Platform: Join a reputable Swiss wealth management firm in Dubai, combining Swiss financial precision with the growth potential of the Middle East.
Application Process:
To apply for the Senior Wealth Manager position, please follow these steps:
- Visit the application link provided.
- Prepare your resume and cover letter highlighting relevant experience and qualifications.
- Submit your application through the online portal.
Apply Link:
Apply Here