Relationship Wealth Manager

Company Overview

Seguro Private Wealth is a prominent financial services company based in Dubai, specializing in personalized investment solutions tailored to meet the unique needs of high-net-worth individuals and families. The firm embodies a culture of excellence and dedication, striving to deliver superior client experiences through a comprehensive range of wealth management services.

Job Summary

The Relationship Wealth Manager is responsible for building and maintaining strong relationships with clients while providing them with expert advice on various wealth and investment products, including Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Mutual Funds (MF), and insurance solutions. This role is crucial in helping clients achieve their financial goals and securing their financial futures.

Responsibilities

• Develop and maintain long-term relationships with clients, understanding their investment needs and goals.
• Provide tailored advice and solutions for wealth management, focusing on PMS, AIF, MF, and insurance products.
• Conduct regular portfolio reviews and performance analyses, ensuring clients are informed and satisfied with their investments.
• Collaborate with clients to create personalized financial plans that align with their objectives and risk tolerance.
• Stay updated on market trends and investment strategies to provide the best possible service to clients.
• Assist in client onboarding processes, ensuring compliance with relevant regulations and policies.

Qualifications

• Bachelor’s degree in Finance, Business Administration, or a related field.
• 2-3 years of experience in wealth management or related financial services.
• Strong understanding of investment products and financial markets, particularly PMS, AIF, MF, and insurance.
• Excellent communication and interpersonal skills to foster strong client relationships.
• Ability to analyze financial data and market trends effectively.
• Proven track record of meeting sales targets and driving client satisfaction.
• Relevant certifications (e.g., Certified Financial Planner - CFP, Chartered Financial Analyst - CFA) are an advantage.

Preferred Skills

• Familiarity with financial modeling and analysis tools.
• Strong negotiation and presentation skills.
• Multilingual abilities are a plus, especially in Arabic and English.

Experience

Minimum of 2-3 years of relevant experience in wealth management or financial advisory roles is required.

Environment

This role is based in Dubai, with standard office hours. The work setting is professional and collaborative, catering to high-net-worth clients. Flexibility in working hours may be required based on client accessibility and market conditions.

Salary

Details regarding the salary range are not specified.

Growth Opportunities

Potential for career advancement within the company, including roles in senior wealth management and leadership positions, depending on performance and continued professional development.

Benefits

Details about benefits provided by the company are not specified.