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Wealth Management Manager
FORUM RH MALI
Remote, UAE
Full-time
Mid-Senior
Remote
Discovered 3 weeks ago
Wealth managementInvestment managementFinancial planningPortfolio managementRisk managementRegulatory awareness
Free
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Wealth managementInvestment managementFinancial planning
Role Overview
We are a wealth-management-focused organization committed to helping individuals, families, entrepreneurs, and high-net-worth clients preserve, grow, and transfer wealth through disciplined investment management, financial planning, risk management, and personalized advisory solutions.
Key Skills for This Role
Wealth managementInvestment managementFinancial planningPortfolio managementRisk managementRegulatory awareness
Full Job Posting
About Us
We are a wealth-management-focused organization committed to helping individuals, families, entrepreneurs, and high-net-worth clients preserve, grow, and transfer wealth through disciplined investment management, financial planning, risk management, and personalized advisory solutions.
Key Responsibilities
- Develop and implement comprehensive wealth-management strategies aligned with client objectives and organizational goals
- Manage relationships with high-net-worth and ultra-high-net-worth individuals, families, entrepreneurs, business owners, and institutional or family-office clients
- Develop a deep understanding of clients' financial objectives, investment preferences, liquidity requirements, risk tolerance, time horizons, family circumstances, and long-term wealth goals
- Conduct structured client discovery and financial assessments
- Develop personalized wealth-management plans covering investment management, liquidity, retirement, estate considerations, risk management, and wealth-transfer objectives
- Review clients' existing portfolios, assets, liabilities, cash flows, investment structures, and financial commitments
- Develop strategic recommendations based on client objectives, risk tolerance, financial circumstances, and applicable investment policies
- Coordinate investment solutions across equities, fixed income, funds, alternatives, structured products, private markets, cash, and other appropriate asset classes
- Work closely with Investment Management and Research teams to develop portfolio recommendations
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