Seven Capitals, a prominent financial services firm based in Dubai, United Arab Emirates, is currently seeking a dedicated Senior Wealth Manager to join our dynamic team. At Seven Capitals, we are committed to providing our clients with comprehensive financial advice and planning services to help them achieve their financial goals and secure their futures. Our work culture values professionalism, integrity, and client-centricity.
As a Wealth Manager at Seven Capitals, you will be responsible for establishing and maintaining long-term relationships with clients by offering personalized financial advice tailored to their individual needs. You will conduct thorough assessments of clients' financial situations, including income, expenses, liabilities, and risk tolerance. Additionally, you will provide guidance on investment strategies such as asset allocation, portfolio management, and risk mitigation while ensuring regulatory compliance at all times.
Key Responsibilities:
- Establish and maintain long-term relationships with clients by providing personalized financial advice.
- Conduct in-depth assessments of clients' financial situations.
- Offer guidance on investment strategies and regularly review financial plans.
- Educate clients on various financial products offered by the company.
- Actively prospect for new clients through networking and referrals.
- Ensure compliance with industry regulations and company policies.
To qualify for this role, candidates must possess a Bachelor's degree in Finance or Business along with 3-4 years of experience in financial advisory or wealth management. Professional certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are preferred. Strong knowledge of financial products & investment strategies is essential, along with excellent interpersonal and communication skills.
If you are a seasoned Financial Advisor looking to take your career to the next level by joining a reputable firm like Seven Capitals that values client relationships and professional development opportunities, we invite you to apply for the position of Senior Wealth Manager. This role is ideal for experienced professionals with 3-4 years of relevant experience or senior profiles with 4 years & above looking to make a meaningful impact in the finance industry. Join us in shaping the future of wealth management at Seven Capitals!
Seniority Level: Managerial-Level
Job Functions: Supply Chain & Logistics
Industries : Information Technology
