Private Wealth Manager
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Key skills for this role
About the Role
Talengage is seeking an experienced Private Wealth Manager for a client, an NBFC company in Dubai. The role involves meeting with high-net-worth clients, acquiring new clients, providing financial advice, and managing investment portfolios.
Key Skills for This Role
Responsibilities
- Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment products
- Acquisition of new clients
- Explaining various products and services to prospective clients
- Serving as a liaison between the organisation and clients, managing accounts and investments, and providing financial services
- Reviewing clients' current investment portfolios and recommending changes to meet their needs
- Providing financial advice to high net worth individuals and institutions including helping them manage their assets and liabilities
- Providing financial advice and services to clients in order to meet their short term and long term financial goals
Requirements
- 5 15 years of experience within private banking or wealth management
- Bachelor's degree in economics/accounting/finance/business management from a well known university
- Good understanding of investment products and asset classes
- Good network of clients across UHNWI/HNWI, family offices and/or institutions
- Strong communication skills
Full Job Posting
About Our Client
- The client is a NBFC company with multiple offices.
Job Description
- Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment products
- Acquisition of new clients.
- Explaining various products and services to prospective clients
- Serving as a liaison between the organisation and clients, managing accounts and investments, and providing financial services
- Reviewing clients' current investment portfolios and recommending changes to meet their needs
- Providing financial advice to high net worth individuals and institutions including helping them manage their assets and liabilities
- Providing financial advice and services to clients in order to meet their short term and long term financial goals
Candidate Requirements
- 5 15 years of experience within private banking or wealth management
- At least a bachelor's degree in economics/accounting/finance/business management from a well know university
- A good understanding of investment products and asset classes
- A good network of clients across UHNWI/HNWI, family offices and/or institutions
- Strong communication skills
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