Role: Investment Advisor – Wealth & Priority Coverage Advisory
Location: Alain
Role Purpose
This role involves collaborating with RMs across Priority coverage teams, ensuring the suitability of investment products, conducting regular portfolio reviews, and providing rebalancing recommendations based on the client’s risk appetite and time horizon. Drive sales quality and client satisfaction...
A leading global wealth management firm is looking for a professional to assist financial advisors in client conversations, develop customized asset allocation strategies, and provide key support for business development. Ideal candidates should hold a Bachelor's degree, possess relevant licenses, and have strong analytical and interpersonal skills. This full-time role is based in Abu Dhabi and...
Role: Senior Investment Advisor - Wealth & Priority Coverage Advisory
Location: Dubai
Role Purpose:
This role involves collaborating with RMs across Wealth and Priority coverage teams ensuring the suitability of investment products, conducting regular portfolio reviews and providing rebalancing recommendations based on the clients risk appetite and time horizon. Drive sales quality and client...
A regulated financial services firm based in Abu Dhabi is seeking an experienced Wealth Manager to manage high-net-worth client relationships. The role emphasizes long-term portfolio development and client engagement across various investment products. Ideal candidates will have proven experience in wealth management, a strong understanding of financial markets, and excellent communication skills...
A distinguished financial services firm in the UAE is seeking a Private Wealth Manager to deliver tailored financial solutions to high-net-worth clients. The ideal candidate will have at least 5 years of experience in wealth management, strong interpersonal skills, and a proven track record in managing client relationships. Join a dedicated team committed to excellence in financial services and...
Our client is a distinguished financial services firm known for its commitment to excellence and client-centered approach. With a legacy of providing comprehensive wealth management solutions, the client specializes in tailored strategies designed to optimize financial growth and security for its diverse clientele.
As a Private Wealth Manager with the client, the individual will play a pivotal...
Job Title: Junior Wealth Associate (Full Time)
Location: Remote
Department: Investments & Advisory
In 2017, our founders started Sarwa due to a lack of financial services offered to most of the world, and out of a need to help empower people in the region to invest in their financial future. Sarwa is poised to continue growing into the go-to platform for people to grow their wealth. We do this...
A leading global bank seeks UAE National candidates for the position of Debt Counselling Advisors in Al Ain. The role involves assisting customers in financial difficulty to minimize losses for the bank through effective debt collection and support. Successful candidates will have strong English communication skills and relevant experience in collections. A graduation degree is required for visa...
– As a Senior Private Banker, you will be expected to secure and manage the investments of HNI and UHNI both in the region and internationally.
– You should have extensive experience with managing this level of clientele and you should be able to provide suitable investment management solutions that are in line with the client’s aspirations and risk appetite.
– In addition, you shall serve as...
Overview
Some careers prize diversity more than others.
If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities.
HSBC International Wealth and Premier Banking aims to be the international bank of choice for affluent customers, supporting their domestic and international banking, and holistic wealth management needs. We provide a leading...
Overview
Private Banking provides high-net-worth clients with an end-to-end banking service to help manage their full banking and investment needs effectively. Our dedicated bankers provide a wide variety of solutions to meet clients’ investment and borrowing requirements, including complex and bespoke loan structuring. Wealth preservation requirements are addressed through a comprehensive...
Role Overview
Role: Head of Wealth Products Portfolio and Proposition
Location: Abu Dhabi
Role Purpose: The role will be a senior role (effectively deputy to the Head of Wealth management) overseeing the wealth management products Proposition Portfolio growth and new sales. Will be directly responsible for the following areas.
- Wealth products
- Wealth/ Investment Advisory
- Wealth Portfolio...
Some careers prize diversity more than others.
If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities.
HSBC International Wealth and Premier Banking aims to be the international bank of choice for affluent customers, supporting their domestic and international banking, and holistic wealth management needs. We provide a leading premium...
Overview
Assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals. Develop customized asset allocation strategies and investment solutions for clients. Provide support for client relationship building and business development activities. Perform business analytics as needed to support financial advisors in the growth of the...
A leading financial institution in the UAE is seeking an Investment Advisor to manage client portfolios and provide wealth management advice. Ideal candidates will have 3 to 5 years of experience in financial advisory and in-depth knowledge of investment products. The role requires excellent communication skills and the ability to analyze financial data. You will support Relationship Managers and...
A leading financial services provider is seeking a Junior Wealth Associate to join their Investments & Advisory team. The role is primarily remote, allowing for flexible work-from-home options, with the potential use of an office in Abu Dhabi. The ideal candidate will engage with existing and new clients, identifying opportunities to enhance their experience and support the Wealth Advisors....
A premier financial advisory firm in Abu Dhabi is seeking an NRI Private Wealth Manager. The role involves managing a portfolio of high-net-worth NRI clients, providing bespoke financial advice, and pursuing new business opportunities in the NRI market. The ideal candidate has a strong background in wealth management, excellent communication skills, and a client-centric approach. Competitive...
Description
Role: Coverage Head - Wealth Coverage - UAE & International
Location: Dubai
Role Purpose: The Coverage Head will directly lead a team of Senior Relationship Managers / Relationship Managers and Associate Relationship Managers; they will be responsible for onboarding, building, and managing relationships within UHNW and HNW client segments to drive growth of wealth management...
A financial institution in the UAE seeks a Unit Head for Wealth & Priority Coverage Advisory. You will lead a team of Investment Advisors to provide high-level advisory services and ensure regulatory compliance. Responsibilities include client portfolio management, team leadership, and delivering market insights. Ideal candidates possess a strong background in investment products and hold...
Description
Role: Unit Head Wealth & Priority Coverage Advisory - Dubai Sharjah & N. Emirates
Location: Dubai
Role Purpose: The role will be responsible for leading and managing a team of Senior Investment Advisers and Investment Advisors to provide advisory services to the banks Wealth & Priority coverage teams.
This role involves collaborating with front line teams across Wealth & Priority...