Senior Wealth Manager

Job description / Role

Our client a niche independent financial planning, wealth management and investment banking advisory firm, tailored to meet the needs of GCC Nationals, Global Expatriates and firms located in the UAE are looking for Financial Consultants to join there office based in Tecom.

- Markets services by asking for referrals from current clients; meeting prospects at community functions; responding to inquiries; developing promotions; presenting financial planning seminars.
- Assesses clients' financial situation by gathering information and evaluating risk tolerance.
- Develops financial strategies by guiding the client to establish financial goals; matching goals to the situation with appropriate financial plans. Obtains clients' commitment by explaining proposed financial plans and options; explaining advantages and risks; providing explanations; alleviating concerns; answering questions.
- Adherence to UAE and company compliance rules and procedures
- Monitors clients' financial situation by tracking changes in wealth and life circumstances; analysing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans.
- Provides financial management information by preparing financial status analyses and reports.
- Updates job knowledge by tracking financial markets, general economic conditions, and new financial products; participating in educational opportunities; reading professional and technical publications; maintaining personal networks; participating in professional organizations.
- Ability to meet specified targets

Requirements

A minimum of two years experience in the following:
- Independent Financial Advisor
- Wealth Management
- Banking & Finance
- Finance related sales roles

Skills & Knowledge
- Exceptional communication skills: Ability to communicate knowledge with strong speaking, writing and presentation skills.
- Relationship management skills: Ability to build and maintain relationships with clients. Understands how to manage different styles of relationships/personalities and how to build trust in these relationships
- Project management ability, organisational skills and attention to detail
- Goal & achievement oriented
- Self-motivated with a high level of energy and tenacity
- High levels of resilience/ability to perform in a high pressure environment

About the Company

RS Executive is a trusted provider of executive search, headhunting and bespoke recruitment solutions.

Headquarters in Dubai, strong local knowledge and extensive regional network combined with global reach, makes us the recruiter of choice.

We work with highly successful leaders with demonstrable achievements, who can drive your business forward and help you gain an edge against competitors in an increasingly competitive world. These individuals are in the top percentile within their field, can add instant value and be instrumental to the growth and success of your organisation.

We provide confidential, practical and informed advice to both the clients and candidates that we represent. By listening to their needs, researching, then providing fast and effective solutions we build long-term partnerships with these professionals.

We exclusively recruit for C-Suite, strategic leadership and management roles across all functions of a business.

• Accountancy & Finance
• Business Development & Sales
• Engineering
• Human Resources
• Information Technology
• Investment
• Legal
• Marketing
• Operations
• Procurement
• Property
• Supply Chain & Logistics