Senior Wealth Advisor

Job Reference: 30522-Senior wealth advisor
Company: RecruitArab - recruiter
Industry: Healthcare
Job Title: Senior Wealth Advisor - Healthcare Sector

Location: Abu Dhabi, UAE
Closing Date: 2024-09-05
Send Applications to: apply@recruiteramerica.com

Job Summary:

We are seeking a highly motivated and experienced Senior Wealth Advisor to join our dynamic team in Abu Dhabi, focusing on the healthcare sector. The ideal candidate will possess a deep understanding of wealth management strategies tailored to healthcare professionals and institutions. You will be responsible for developing relationships with clients, providing personalized financial advice, and guiding them in achieving their financial goals within the unique context of the healthcare industry.

Key Responsibilities:

- Client Relationship Management: Cultivate and maintain strong relationships with a portfolio of high-net-worth clients in the healthcare sector, including physicians, healthcare facilities, and medical organizations.

- Financial Planning & Advisory: Conduct thorough assessments of clients’ financial situations, including assets, liabilities, income, and expenses. Develop tailored wealth management solutions to meet their specific needs, with an emphasis on retirement planning, investment strategies, estate planning, and tax optimization.

- Investment Strategy Development: Create and implement investment strategies that align with clients’ financial goals and risk tolerance. Stay updated on market trends, economic conditions, and healthcare industry developments to provide informed recommendations.

- Regulatory Compliance: Ensure that all financial advice and services provided comply with local regulations and industry standards. Stay abreast of changes in financial regulations that may affect clients in the healthcare sector.

- Collaboration with Internal Teams: Work closely with other departments, including legal, tax, and investment management teams, to provide comprehensive solutions that address clients’ financial needs.

- Client Education and Communication: Educate clients on various financial products, market trends, and investment strategies. Host seminars and workshops to enhance clients’ understanding of wealth management tailored to the healthcare industry.

- Performance Monitoring: Regularly review and evaluate clients’ investment portfolios to ensure alignment with their financial objectives. Provide updates and reports on portfolio performance and recommend adjustments as necessary.

- Business Development: Identify and pursue opportunities for new client acquisition through networking, referrals, and targeted outreach within the healthcare sector.

Qualifications:

- Bachelor’s degree in Finance, Business Administration, Economics, or a related field. A master’s degree or professional certification (e.g., CFP, CFA) is preferred.

- Minimum of 5 years of experience in wealth management, financial advisory, or investment banking, with a focus on the healthcare sector.

- Strong understanding of financial products, investment strategies, and market dynamics, particularly within the healthcare industry.

- Excellent analytical and problem-solving skills, with the ability to assess complex financial situations and develop effective strategies.

- Exceptional interpersonal and communication skills, with a proven ability to build and maintain relationships with clients.

- High level of professionalism, integrity, and ethical standards.

- Proficient in financial planning software, CRM systems, and Microsoft Office Suite.

Why Join Us?

This is an exciting opportunity to make a significant impact in the financial well-being of healthcare professionals and organizations in Abu Dhabi. We offer a collaborative work environment, competitive compensation packages, and opportunities for professional growth and development.

If you are a proactive, results-oriented individual with a passion for wealth management in the healthcare sector, we invite you to apply.

To Apply:

Please submit your resume and a cover letter detailing your relevant experience and why you would be a great fit for this role to apply@recruiteramerica.com by 2024-09-05. We look forward to reviewing your application!


Please inculde this job reference [30522-Senior wealth advisor] in the email when you send your application.

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