Client Advisor - Wealth

Job Purpose: As Client Advisor at Zand, you are responsible for developing and managing relationships with Ultra High Net Worth and High Net Worth investors, identify investment opportunities, evaluate and execute investment strategies.This is role requires bilingual proficiency in English and Arabic.Key Responsibilities:Establish long term client relationships and understand client needsLeverage your unique background to source and develop new business opportunitiesAdvise and develop investment strategy that meets clients’ objectives and risk profilesOngoing monitoring of advisory portfolios in different aspects (Risk profile, performance, asset allocation)Adhere to the Bank’s policies thereby protecting the business from financial and reputational riskHave a comprehensive understanding of the regulatory requirements of investment advisory business and apply this appropriatelyKey Skills, Qualifications & Experience6 to 10 years in banking, with at least 5 years as relationship manager or investment consultantBachelor’s degree in Business Administration, Finance, Economics, or related disciplinesPassed ICWIM (level 3) and The UAE financial rules and regulations from CISIProfessional certifications such as CFA, CAIA, or equivalent are highly desirableGood knowledge of financial markets and investment products in different asset classIn-depth understanding of investment products, market dynamics, and regulatory standardsFamiliarity with regulatory frameworks and compliance requirements for wealth management business in the UAE