expert financial advisor - high net worth individuals

Role Overview

Our organization is seeking an experienced Wealth Manager to join their team in Dubai.

Job Description

This role involves providing personalized financial advice and wealth management solutions to high-net-worth individuals and families.

• Develop a portfolio of clients, creating tailored financial strategies for each individual or family based on their specific needs and goals.


• Analyze clients' financial situations, risk tolerance, investment goals, to create comprehensive wealth management plans that address tax optimization estate planning retirement planning as well as managing investments strategically.


• Closely monitor the performance of client portfolios making adjustments where necessary ensure alignment with specified objectives remain effectively informed about changing market conditions regulatory updates maintaining appropriate level expertise a...