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Job vacancy AVP/VP - Wealth Management
Announced
19 April, 2024
Job Type
Employee
Job Status
Full Time
Job Title
AVP/VP - Wealth Management
Job Presentation
The client is a multi-billion dollar international wealth and asset manager with multiple offices.
The responsibilities of the role are as follows:
- Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment products
- Explaining various products and services to prospective clients
- Serving as a liaison between the organisation and clients, managing accounts and investments, and providing financial services
- Reviewing clients' current investment portfolios and recommending changes to meet their needs
- Providing financial advice to high net worth individuals and institutions including helping them manage their assets and liabilities
- Providing financial advice and services to clients in order to meet their short-term and long-term financial goals
The candidate should have the following:
- 3-7 years of experience within private banking or wealth management
- At least a bachelor's degree in economics/accounting/finance/business management from a well know university
- A good understanding of investment products and asset classes
- A good network of clients across UHNWI/HNWI, family offices and/or institutions
- Strong communication skills
Reference number
JN-102023-6210949
Valid Till
19 Aug, 2024 (106 days left)
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JOB BY
Michael Page
Office No.202, Al Fattan Currency House Tower -1, Dubai International Financial Centre (DIFC), PO Box 506702 Dubai, United Arab Emirates
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+971 4 709 0300
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