أبلاي إيدج ابدأ البحث عن عمل

Wealth Management Officer

MICS Wealth · Dubai, Dubai, United Arab Emirates

قدّم وتابع مع أبلاي إيدج
MICS International, a UAE-based financial advisory firm focused on global investing, is looking for experienced Wealth Management Professionals to join our team in Dubai.Key ResponsibilitiesProactively source and onboard new clients by leveraging existing networks, referrals, industry relationships, and professional events, with a strong focus on HNI and UHNI segmentsUnderstand clients’ risk appetite, financial goals, and investment preferences, and collaborate with the advisory team to structure suitable asset allocation strategies within a financial planning frameworkBuild and maintain long-term client relationships through regular meetings, portfolio discussions, and continuous engagementConduct periodic portfolio reviews with existing clients and prospects, identifying opportunities to grow assets under management (AUM) and strengthen client relationshipsDrive business development initiatives by actively networking, attending industry events, and engaging with potential investors and strategic partnersDeliver a highly personalized client experience across all accounts, ensuring strong retention, engagement, and relationship expansionTrack and analyse capital markets, macroeconomic trends, and central bank or government policy developments impacting asset classes, and actively participate in weekly internal advisor discussionsDevelop a deep understanding of existing and prospective clients while ensuring business growth opportunities align with the firm’s investment philosophy and advisory frameworkKey Performance Indicators (KPIs)New client acquisition and onboarding within the HNI/UHNI segmentNet AUM growth generated through new client inflows and existing client expansionRevenue contribution through advisory fees and managed client relationshipsClient engagement metrics including periodic review completion and relationship continuityConversion ratio from prospects to active clientsClient retention and relationship deepening across investment solutionsActive participation in networking initiatives, events, and business development activitiesIdeal Candidate Profile7+ Years of prior experience in wealth management, private banking, or investment advisory salesExisting relationships within HNI/UHNI investor communities preferredDemonstrated client acquisition and relationship management capabilitiesComfortable with in-person meetings, networking, and attending industry eventsSelf-driven, commercially oriented professional with strong communication skillsInterested candidates can share their CV at: shobhit@mics.ae with Subject line - "WM_Your Name"