Wealth manager (Sales Manager)

The Ultima World (DIFC) Limited is a part of global business of BCS Financial Group, which provides brokerage, investment banking, asset management, custody and advisory services.

We are looking for a Wealth manager for a join opportunities in Dubai

Key responsibilities:

• Acquire private HNW / UHNW clients;

• Provide consultation on the company's products;

• Assess the client's risk appetite, queries, financial goals and lifestyle;

• Construct an optimal client's portfolio;

• Build a client's investment strategy;

• Establish, develop and maintain positive customer relationships (family, partners) for additional services.

Requirements:

• Bachelor degree (economic, banking, financial field);

• Experience of active work with clients of UHNW, HNW, UA segment;

• Knowledge of personal financial planning methodology, ability to identify the client's needs in financial products, develop a financial plan satisfying the client;

• Ability to establish and maintain long-term relationships with the client;

• Qualification certificate preferably.

Terms:

• Location - Dubai.