Senior Wealth Advisor

Job Reference: 24195-Senior wealth advisor
Company: RecruitArab - recruiter
Industry: Manufacturing
Position: Senior Wealth Advisor
Location: Abu Dhabi, UAE (Manufacturing Industry)

We are seeking an experienced and highly motivated Senior Wealth Advisor to join our team in Abu Dhabi. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial planning and investment management services to high-net-worth clients within the manufacturing industry.

Key Responsibilities:
- Develop and maintain relationships with high-net-worth clients in the manufacturing sector
- Conduct in-depth financial analysis and create customized wealth management strategies tailored to clients' individual needs and goals
- Provide guidance on investment opportunities, retirement planning, tax strategies, estate planning, and risk management
- Monitor and review clients' investment portfolios regularly to ensure alignment with their financial objectives
- Stay abreast of market trends, economic conditions, and regulatory changes that may impact clients' financial well-being
- Collaborate with other financial professionals, such as tax advisors and estate planners, to provide holistic wealth management solutions
- Act as a trusted advisor and advocate for clients, always acting in their best interests

Requirements:
- Bachelor's degree in Finance, Economics, or related field
- Minimum of 5 years of experience in wealth management or financial planning
- Strong knowledge of investment products, financial markets, and wealth management strategies
- Proven track record of building and maintaining relationships with high-net-worth clients
- Excellent communication and presentation skills
- Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation preferred

Closing Date: 2024-09-04
To apply, please send your resume and cover letter to apply@recruiteramerica.com.


Please inculde this job reference [24195-Senior wealth advisor] in the email when you send your application.

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