Job Description

Our client is a leading Asset Management firm located in the heart of the Dubai



International Financial Centre (DIFC), regulated by the Dubai Financial Services



Authority (DFSA) Cat 3C.



? With a leading digital platform and access to global markets and exclusive private



deals, we are well structured to service clients from various geographies and diverse



investment interests.



? What differentiates us from our competitors, is our independence and our capacity to



innovate. We actively manage our own Equity and Fixed Income Portfolios, using a



modern-day value investment style based on fundamentals, helped by a



macroeconomic overlay and a quantitative optimisation.



? You will have the opportunity to work with a seasoned, well-established, and very



international team, where everyones opinions and inputs are important.



Responsibilities:

? Develop and maintain long-term relationships with HNW & UHNW clients by



understanding their unique financial needs and objectives. Becoming their trusted



advisor / investment manager.



? Generate growth in AUM and revenue streams that will ensure delivery of the



financial plan and achievement of Individual and Firms Targets against Key



performance Indicators while maintaining a high standard of service quality.



? Job responsibilities will include acquisition of HNW & UHNW clients, advising clients



regarding their investment needs, in strict compliance with applicable rules and



regulations and providing high levels of service.



? Actively define your strategy to develop your clients portfolios using the full breath of



the firms products and capabilities.



? An active team member, ready to contribute for the development of the commercial



and investment areas with ideas and suggestions.



? Achieve individual targets against KPIs, including revenue targets, client base growth



(AUM) and account profitability, while maintaining a high standard of service quality.



? To act as the first line of defence, performing KYC / AML reviews, including periodic



reviews & Due Diligence reviews in a timely manner by maintain satisfactory Control



& Compliance environment with full adherence to DFSA rules and regulations and



Company Policies and Procedures.



The Successful Applicant should have the following:

? Currently working at a well-established Private Bank, Asset Management or Wealth



Management firm with not less than 5 years of experience at Senior level.



? At least a bachelor's degree in finance, business management or a related field from



a reputable university.



? Strong knowledge of financial products, financial markets, and wealth management



principles.



? Have an established book of HNW & UHNW clients, and relationships with family



offices and/or institutions.



? Business Plan for the first 3 years.



? Generate growth in AUM and revenue streams that will ensure delivery of the



financial plan.



? Continue to grow your existing relationships and acquire new ones.



? Exceptional communication, negotiation, and relationship-building skills.



? Motivation and team spirit is essential, strong sense of group.



? Interest and knowledge to explore alternative asset classes: venture capital, hedge



funds, crypto instruments, etc.



? Fluent English, additional languages a plus.



? Impeccable work ethics.



? Professional certifications such as CFP, CISI or equivalent are highly desirable.