Wealth Manager

Job description / Role

Charterhouse is working with a world-leading independent financial advisory firm in the DIFC. This company is a global firm with offices in over 40 countries and they are looking to hire a Private Banker/Wealth Manager to join their team in the Middle East.

The role’s main responsibility will be to manage and develop relationships with a portfolio of High-net-worth and Ultra-high-net-worth clients in the region. You would also be tasked with marketing the firm and bringing on board new clients to generate growth in AUM.

Other tasks include providing services such as M&A, Debt Advisory, Debt Restructuring and Equity Advisory to a wide range of clients.

Requirements

To be considered for this role, the candidate should have a Postgraduate Degree in Finance or Economics as well as 4-6 years of relevant work experience in Wealth Management.

You should also have a strong knowledge of financial products and services, and have the ability to manage large portfolios and source new business. Sales and Relationship Management skills would be extremely beneficial, and CFA qualifications would also be advantageous.

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.