JOB DESCRIPTION / ROLE
Charterhouse is working with an industry-leading financial institution that specialises in private banking, investment management as well as wealth and asset advisory. Our client is part of a global group that has offices in some of the largest financial centres in the world and they are looking to hire a proven, entrepreneurial Wealth Manager for their Dubai office.
This DFSA regulated company offer a combination of private wealth solutions and a highly developed in-house investment service, so they are well-equipped to meet the needs of HNI and UHNI individuals. The Relationship Manager should have a wealth of experience in dealing with this level of clientele in the region and should be able to provide suitable investment management solutions that are in line with the client’s aspirations and risk appetite.
You shall serve as the trusted advisor to both new and existing clients by showing excellent communication and knowledge regarding the investment products and solutions that are available.
In addition to servicing any existing clients, a significant part of the role will be to identify and secure new clients in order to increase AUM. This can also be achieved by bringing an existing book of clients over to transfer the AUM. All of the functions of this role must be carried out in such a way that adheres to all compliance and regulatory requirements.
Our client will hire someone who is extremely self-motivated and entrepreneurial. You should be capable of managing and growing a large book of HNI and UHNI clients. The ideal candidate will have previous Private Banking experience along with a transferable book of discretionary managed investments. The successful Wealth Manager will have excellent knowledge of the financial markets and the investment solutions that you will be offering your clients.
ABOUT THE COMPANY
The Charterhouse brand and business was launched in Dubai and the Middle East in April 2004 by a team of international recruiters and management consultants, after its inception in Sydney, Australia in September 2003. Charterhouse Middle East is now positioned as the leading regional recruiter within its area of disciplines and functional markets.
Charterhouse offers professional and bespoke contingency and retained search services to all sectors of the market. Service quality is guaranteed, thanks to a particular focus on flexibility. Charterhouse was the first international search and selection business to establish Dubai as its base. The growth in the Middle East region has been mirrored by Charterhouse globally, with offices now in Qatar, Hong Kong, Singapore, Melbourne and Sydney.