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Wealth Manager

Alben Capital Ltd, Financial Services, United Arab Emirates, Dubai

The Wealth Manager at Alben Capital Ltd will be responsible for managing the financial portfolios of clients, providing investment advice, and developing financial strategies to help clients achieve their financial goals. The role requires bringing an established client base and transferring clients' assets under advisory/management to the firm. Responsibilities include conducting thorough financial analysis for clients, creating personalized investment plans, monitoring market trends and adjusting strategies accordingly, building strong relationships with clients to understand their needs and risk tolerance, staying updated on industry regulations and compliance standards.

Key Job Requirements:

  • A minimum of 7-10 years of experience in wealth management, private banking, or financial advisory services, preferably with a focus on high-net-worth individuals (HNWIs) and institutional clients.
Skills:
  • Strong knowledge of financial markets, investment products, and wealth management strategies
  • Excellent communication and interpersonal skills
  • Demonstrated ability to acquire, grow, and retain a portfolio of high-net-worth clients
  • Proficiency in financial planning software and tools
Seniority Level:
  • Senior Level
Job Functions:
  • Finance
  • Wealth Management

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