Wealth Manager - High Net Worth Clients, Abu Dhabi

About the role

An established independent financial advisory organisation, expanding its wealth management team in Abu Dhabi, is seeking an experienced Wealth Manager. The role suits commercially driven financial services professionals with a proven track record in financial sales, client acquisition and relationship management. It involves building and managing a portfolio of high-net-worth individuals and advising on investments, pensions, savings, protection, estate planning and fintech solutions. Relocation to the UAE may be considered.

Key responsibilities

• Build and develop a portfolio of high-net-worth individual clients (B2C)
• Manage client relationships through personalised wealth management and ongoing advisory services
• Identify clients' personal and financial needs and recommend appropriate solutions
• Conduct financial reviews and develop bespoke financial strategies
• Advise on investments, pensions, savings plans, protection and insurance, estate planning and fintech solutions
• Develop long-term client relationships based on trust and professional advice
• Stay up to date with legislative, financial and procedural requirements while maintaining compliance
• Carry out general administrative duties linked to client management and advisory work

Required profile

• Proven experience in financial services, wealth management or a related advisory environment
• Demonstrable success in financial sales, client acquisition and hitting commercial targets
• Experience in face-to-face client meetings and managing high-net-worth clients, including investments, offshore solutions and pension planning
• Degree or equivalent experience in business, finance, economics or management; UK financial services qualifications preferred
• Willingness to pursue further industry qualifications

Required skills

• Strong sales ability and focus on targets
• Numerical, analytical and problem-solving skills
• Attention to detail and professional client service
• Interpersonal and communication skills, confident in face-to-face interaction
• Ability to work as part of a team and meet regulatory and compliance requirements

What we offer

• Commission structure with transparent performance-related bonuses
• Earnings potential through client acquisition and portfolio development
• Access to a wide range of financial products and wealth management solutions
• Opportunities to pursue chartered qualifications, individual and team training, and career progression
• Potential transfers to other international locations
• Administration and compliance support, advanced IT systems and CRM platforms, and product training