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Senior Relationship Manager - Wealth Management

People Partners, Finance, United Arab Emirates

People Partners is a leading financial services firm in the United Arab Emirates, dedicated to providing top-notch wealth management solutions to our clients. Our mission is to help individuals and businesses achieve their financial goals through tailored strategies and expert advice. We pride ourselves on our commitment to excellence, integrity, and client satisfaction, ensuring that every interaction reflects our core values.

We are currently seeking a Senior Relationship Manager with a focus on Wealth Management to join our dynamic team. The ideal candidate will have a strong background in financial reporting, management, tax compliance, and financial analysis. As a key member of our organization, you will be responsible for building and maintaining relationships with high-net-worth clients, providing them with personalized investment solutions and strategic guidance to help them grow and protect their wealth.

The successful candidate will be a fellow member of the Association of Chartered Certified Accountants (ACCA) with over 14 years of experience in diverse industries and large multinational corporations. You will demonstrate exceptional communication skills, a deep understanding of financial markets, and a proven track record of delivering results for your clients. In this role, you will collaborate closely with internal teams to develop comprehensive wealth management plans tailored to each client's unique needs and objectives.

If you are passionate about wealth management, possess a strong work ethic, and thrive in a fast-paced environment where excellence is rewarded, we invite you to apply for the position of Senior Relationship Manager at People Partners. This role is ideal for experienced professionals looking to take their career in wealth management to the next level by working with high-net-worth clients and contributing to their financial success. Join us in shaping the future of wealth management and making a positive impact on the lives of our clients. Apply now!

Key Job Requirements:
  • At least 5 years of experience
  • Experience in wealth management
  • Experience in financial reporting
  • ACCA certification
  • Strong track record in financial reporting
  • Tax compliance experience
Key Job Responsibilities:
  • Manage client relationships
  • Provide wealth management advice
  • Conduct financial analysis
  • Ensure tax compliance
Skills:
  • Financial reporting
  • Wealth management
  • Tax compliance
  • Client relationship management
  • Financial analysis

Seniority Level: Senior Level

Job Functions: Finance

  • Wealth Management
  • Relationship Management

Industries : Finance

  • Banking
  • Investment Management

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