Relationship Management – Wealth Portfolio Job Vacancy in UAE Dubai
Posted date [2025-02-21]
(ID: 33555)
 |
TalentsTide, situated in the UAE\'s core, is an HR consulting firm designed to address the local market\'s specific challenges and needs. Our foundation rests on extensive industry expertise and a steadfast commitment to advancing HR innovation. |
Relationship Management – Wealth Portfolio
We are seeking an experienced and dynamic individual to manage a portfolio of high-net-worth clients in the UAE, providing tailored wealth management solutions. The ideal candidate will have a strong understanding of financial markets, investment products, and UAE regulations, ensuring a high level of service and client satisfaction.
Job Location: Dubai, Abu Dhabi & Al Ain, United Arab Emirates
Job Industry: Wealth Management and Financial Services
Job Function: Relationship Management and Wealth Advisory
Salary: Negotiable
Gender: Any
Key Responsibilities:
- Manage a portfolio of high-net-worth clients, building and maintaining strong client relationships.
- Offer personalized financial advice, wealth management solutions, and investment strategies tailored to client needs.
- Keep abreast of market trends and new investment opportunities to offer informed recommendations.
- Ensure compliance with UAE rules and regulations in all client dealings and portfolio management.
- Achieve sales and revenue targets by expanding client portfolios and acquiring new clients.
- Collaborate with internal teams, including product specialists, to provide comprehensive services to clients.
- Monitor client portfolios regularly and adjust strategies based on financial performance and changing client needs.
- Maintain up-to-date knowledge of CISI Level 3 standards and regulations.
Qualifications & Skills:
- Completed CISI Level 3 certification.
- Strong knowledge of UAE Rules & Regulations in wealth management.
- Proven experience in managing wealth portfolios, preferably in the UAE.
- Excellent relationship management, communication, and negotiation skills.
- Ability to assess client needs and provide strategic financial advice.
- Self-motivated with a strong drive to meet and exceed targets.
About the company
TalentTide
Located at the heart of the UAE, TalentTide is an avant-garde HR consulting firm conceived to cater to the unique challenges and demands of the contemporary Emirati market. Our foundation is built upon a legacy of deep-rooted industry knowledge, underpinned by an unwavering commitment to pushing the boundaries of HR innovation.
TalentTide is not just another HR consultancy. What sets us apart is our unparalleled understanding of the local landscape, coupled with a global perspective that keeps us a step ahead in the dynamic world of HR. Our founder\'s rich tapestry of experiences and insights underpins our ethos, ensuring that our services are not only top-tier but also tailored to the nuances of our clientele.
Services for the Corporate Sector:
- **Headhunting**: Our bespoke headhunting solutions are designed with precision, ensuring that businesses not only find the right talent but also individuals who resonate with their company culture and vision.
- **Customized Training**: Rooted in extensive market research and client feedback, our training programs reflect the unique requirements of the UAE market, positioning businesses to thrive amidst challenges and seize emergent opportunities.
- **HR Technologies**: We have curated an elite selection of HR technologies from global pioneers, ensuring our corporate partners benefit from the latest and most effective tools in areas such as competency management, recruitment, and more.
- **HR Consulting**: Our consultancy services encompass a 360-degree approach to HR, aligning strategies with both local intricacies and global best practices to derive optimal results.
- **JD Creation**: With our acute understanding of role dynamics, we craft job descriptions that not only attract the right talent but also align seamlessly with organizational structures and goals.
We are seeking an experienced and dynamic individual to manage a portfolio of high-net-worth clients in the UAE, providing tailored wealth management solutions. The ideal candidate will have a strong understanding of financial markets, investment products, and UAE regulations, ensuring a high level of service and client satisfaction.
Job Location: Dubai, Abu Dhabi & Al Ain, United Arab Emirates
Job Industry: Wealth Management and Financial Services
Job Function: Relationship Management and Wealth Advisory
Salary: Negotiable
Gender: Any
Key Responsibilities:
- Manage a portfolio of high-net-worth clients, building and maintaining strong client relationships.
- Offer personalized financial advice, wealth management solutions, and investment strategies tailored to client needs.
- Keep abreast of market trends and new investment opportunities to offer informed recommendations.
- Ensure compliance with UAE rules and regulations in all client dealings and portfolio management.
- Achieve sales and revenue targets by expanding client portfolios and acquiring new clients.
- Collaborate with internal teams, including product specialists, to provide comprehensive services to clients.
- Monitor client portfolios regularly and adjust strategies based on financial performance and changing client needs.
- Maintain up-to-date knowledge of CISI Level 3 standards and regulations.
Qualifications & Skills:
- Completed CISI Level 3 certification.
- Strong knowledge of UAE Rules & Regulations in wealth management.
- Proven experience in managing wealth portfolios, preferably in the UAE.
- Excellent relationship management, communication, and negotiation skills.
- Ability to assess client needs and provide strategic financial advice.
- Self-motivated with a strong drive to meet and exceed targets.
About the company
TalentTide
Located at the heart of the UAE, TalentTide is an avant-garde HR consulting firm conceived to cater to the unique challenges and demands of the contemporary Emirati market. Our foundation is built upon a legacy of deep-rooted industry knowledge, underpinned by an unwavering commitment to pushing the boundaries of HR innovation.
TalentTide is not just another HR consultancy. What sets us apart is our unparalleled understanding of the local landscape, coupled with a global perspective that keeps us a step ahead in the dynamic world of HR. Our founder\'s rich tapestry of experiences and insights underpins our ethos, ensuring that our services are not only top-tier but also tailored to the nuances of our clientele.
Services for the Corporate Sector:
- **Headhunting**: Our bespoke headhunting solutions are designed with precision, ensuring that businesses not only find the right talent but also individuals who resonate with their company culture and vision.
- **Customized Training**: Rooted in extensive market research and client feedback, our training programs reflect the unique requirements of the UAE market, positioning businesses to thrive amidst challenges and seize emergent opportunities.
- **HR Technologies**: We have curated an elite selection of HR technologies from global pioneers, ensuring our corporate partners benefit from the latest and most effective tools in areas such as competency management, recruitment, and more.
- **HR Consulting**: Our consultancy services encompass a 360-degree approach to HR, aligning strategies with both local intricacies and global best practices to derive optimal results.
- **JD Creation**: With our acute understanding of role dynamics, we craft job descriptions that not only attract the right talent but also align seamlessly with organizational structures and goals.
