...compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
Lead the CPBB Wealth Management to achieve the outcomes set out in the Bank’s Conduct Principles: [Fair Outcomes for Clients; Effective Financial Markets;...
...financial services firm known for its commitment to excellence and client-centered approach. With a legacy of providing comprehensive wealth management solutions, the client specializes in tailored strategies designed to optimize financial growth and security for its diverse...
Advising clients on financial products and services.
Buying and selling stock on behalf of the client.
Disclaimer: Drjobs.ae is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials...
...success within an Advisory / Relationship Management capacity within a financial services... ...and Active Client Base
Level 4 RDR UK Diploma (or equivalent if not UK based) minimum... ...unique proposition in the international wealth management space.
With an unrivalled...
...Manage the wealth team in conducting regular market scans linked to the investment strategy, and also manage the delivery of investment advisory services to enable effective fund management for clients’ transactions.
Support the development and implementation of department...
...Device identifiers, User-provided data, Browsing and interaction data, Users’ profiles, IP addresses, Privacy choices
Adobe Audience Manager, Adobe Experience Platform
Data collected and processed: Device identifiers, Precise location data, Non-precise location data,...
...Our client is a prestigious member of the FTSE 100, managing over 150 billion GBP in Client Funds Under Management. Globally, they are a prominent wealth management firm for the expatriate community, with established international offices in Dubai, Hong Kong, and Singapore...
~ Business Development Manager - Wealth Management
Business Development Manager - Wealth Management
Business Development Manager Wealth Management
Dubai
Ref: 1408
10000AED Monthly Commission
My client is an independent financial advisory consultancy committed...
...impact, facilitate analysis to identify investment opportunities, and analyze, visualize, and deliver insights to help serve our wealth management customers better.
You will play a pivotal role in shaping our investment strategies, driving operational efficiency, and...
...IFA / Financial Consultant / Wealth Manager
Sales Director at Nexus Insurance Brokers LLC
Join us in a role focused on assisting potential clients in managing their finances by understanding their needs, financial aspirations, and long-term goals. Our clientele...
...PageGroup system has been breached. Find out how to protect yourself
The client is a multi-billion dollar international wealth and asset manager with multiple offices.
Job Description
The responsibilities of the role are as follows:
Meeting with clients in...
...Job Title: Senior Manager, Internal Audit Location: Dubai, UAE
The incumbent will support the Head of Internal Audit / Portfolio... ...the Group and will be a subject matter expert for Private Bank, Wealth Management, and Asset Management business reviews. As a Senior...
...Our client is a Digital Asset Wealth Management platform regulated by FSRA and based in Abu Dhabi is seeking a skilled Risk Officer to lead the development of their risk management function. The platform is designed for traditional finance professionals and investors to...
...compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
Lead the CPBB Wealth Management to achieve the outcomes set out in the Bank’s Conduct Principles: [Fair Outcomes for Clients; Effective Financial Markets;...
...The Opportunity:
Would you like to join our client’s growing Wealth Advice team in Dubai, UAE?
Within the Middle East, our client... ...as a qualified level 4 advisor working in the wealth management business is a requirement. This position is NOT for someone from...
...Seguro – Wealth Manager – Sales Jobs In Sharjah | SEGURO
Responsible for acquiring preferred clients (HNI / Ultra HNI).
Maintaining client relationships and generate AUM from preferred clients.
Advising HNI / Ultra HNI clients on their Investments and managing...
...Strategic Wealth Advisors DMCC stands as a premier financial entity specializing in the dynamic field of proprietary trading on regulated... ...kind of external funding.
What you will do:
Oversee and manage all real estate operations including property management Project...
• Responsible for identifying and developing client relationships within the HNWI market.• Deep knowledge about ultra-high-net-worth clients with a proven track record of developing and growing client relationships.• Effective internal and external networking to generate...
...treatment practices.
Ability to solve problems independently.
Excellent analytical and logical thinking.
Ability to manage patients with different personalities.
Ability to write reports and correspondence at a professional level.
Ability to use...
...energy and innovative approach setting it apart in the competitive offshore marketplace.
The firms primary aim is to equip its Wealth Managers with the essential skills and knowledge to excel in their careers. It boasts a robust selection process to ensure its team can...
...Home Finance Manager, Wealth & Personal Banking (0000K5EN)
GCB 06
Some careers prize diversity more than others .
If you’re looking for further opportunities to develop your career, take the next step in fulfilling your potential right here at HSBC.
Wealth...
...Looking for a Senior Wealth Planner with good tenure in looking after the full suite of Wealth Services. Required; - CFP charter holder... ...or CISI 7 qualification - 3-7 year's experience within Wealth Management Industry - Proven experience managing a book of HNW/ UHNW...
...Office Manager – wealth management firm Jobs In Dubai | Swissotel
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Description:
On behalf of our client, a well-established wealth management firm in DIFC, we are looking for an experienced Office Manager for their growing...
Who are we:
Fulcrum Digital is an agile and next-generation digital accelerating company providing digital transformation and technology services right from ideation to implementation. These services have applicability across a variety of industries, including banking...
...Relationship & Wealth Manager Jobs In Dubai | Talvana
About the job
As part of the Taurus Family, you are benefitting from an independent platform that gives you the freedom to select the best possible products to meet your individual clientsÕ needs. We are always...
...As a Wealth Advisor your primary responsibility is to drive new recurring product sales through proactive outreach to potential customers... ...KPIs including login hours and availability to take calls.
Manage followups and leads effectively.
Track daily weekly and monthly...
...Purpose:
This is a sales manager role, with quota retrial of approx. Rs 3-5 crores per year. The person will be part of Enterprise Segment for South /west/north Region Direct Sales. This role will focus on driving adoption of Cloud within Enterprise accounts, focusing...
• Responsible for identifying and developing client relationships within the HNWI market.• Deep knowledge about ultra-high-net-worth clients with a proven track record of developing and growing client relationships.• Effective internal and external networking to generate...
Responsibilities:
Advising clients on financial products and services.
Buying and selling stock on behalf of the client.
Managing investments.
Conducting planning services.
Providing tax planning services.
Providing estate planning services.
...Manager – Wealth Management Jobs In Dubai UAE 2023 | Santaf Holdings
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Description:
Ability to manage & improve relationship value of existing customers.
Ability to build and maintain long term relationships, deepening...