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Seven Capitals, a prominent financial services firm in Dubai, United Arab Emirates, is currently seeking a dedicated Wealth Manager to join our esteemed team. Our company prides itself on providing top-tier financial advice and planning services to our valued clients, helping them achieve their financial aspirations and secure their futures. With a strong focus on client relationships and personalized strategies covering investments and insurance, we are committed to delivering exceptional service in the dynamic world of wealth management.
As a Wealth Manager at Seven Capitals, you will play a pivotal role in client relationship management by establishing and nurturing long-term connections with individuals seeking financial guidance. Conducting thorough assessments of clients' financial situations, including income, expenses, liabilities, and risk tolerance, will be integral to tailoring personalized financial plans that align with their goals. Additionally, you will offer expert advice on investment strategies encompassing asset allocation, portfolio management, and risk mitigation while staying abreast of market trends.
Key responsibilities of this role include actively engaging in client acquisition through networking and referrals while fostering trust-based relationships with existing clients. By recommending suitable investment products based on individual goals and continuously seeking opportunities for cross-selling additional financial services, you will contribute significantly to the growth and success of our clientele base. Ensuring regulatory compliance by adhering to industry regulations and company policies is paramount in maintaining ethical standards within the organization.
The ideal candidate for this position should possess a Bachelor's degree in Finance or Business along with 3-4 years of experience in financial advisory or wealth management roles. Professional certifications like Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are preferred qualifications. Strong knowledge of financial products and investment strategies is essential, coupled with excellent interpersonal skills to effectively communicate complex financial concepts. If you are passionate about developing personalized financial plans that make a positive impact on clients' lives while staying compliant with industry regulations, we invite you to apply for the Wealth Manager position at Seven Capitals. This role is open to candidates with varying levels of experience ranging from intermediate professionals to seasoned experts with 4 years or more in the field. Join us in shaping the future of wealth management together!
Seniority Level: Managerial-Level
Job Functions: Software Development
Industries : Information Technology
