Private Wealth Manager
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Key skills for this role
About the Role
Talengage seeks a Private Wealth Manager for an NBFC client in Dubai. The role involves meeting with HNWI clients, acquiring new clients, and providing financial advice. Requires 5-15 years of experience in private banking or wealth management and a Bachelor's degree in finance or related field.
Key Skills for This Role
Responsibilities
- Meet with clients in person to discuss financial goals and needs, including making recommendations for investment products
- Acquire new clients
- Explain various products and services to prospective clients
- Serve as a liaison between the organisation and clients, managing accounts and investments
- Review clients' current investment portfolios and recommend changes
- Provide financial advice to high net worth individuals and institutions
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 known 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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