­­­­Position: Wealth Relation Manager

Date posted: 2025-01-06

Industry: other

Employment type: Full Time

Experience: 2 to 3 year

Qualification: Bachelor’s Degree holder/ CFA, CFP

Salary: AED 5000 to 10000

Location: Dubai, United Arab Emirates

Company: Ethra Invest

Description:

We Are Hiring: Wealth Relation Manager.

About Us:

Join Ethra Invest, a dynamic and growing financial investment company dedicated to empowering businesses and individuals to achieve their financial goals.

Position: Wealth Relation Manager

Location: UAE – Dubai

Key Responsibilities:

• Building and maintaining strong relationships with high-net-worth individuals and corporate clients.
• Offering tailored financial solutions and investment strategies to meet client objectives.
• Conducting in-depth financial assessments and presenting insights to clients.
• Identifying opportunities for cross-selling and upselling financial products.
• Staying updated on market trends to provide clients with the best investment options.

Requirements:

• Proven experience in wealth management or relationship management roles.
• Strong knowledge of financial products, markets, and investment strategies.
• Excellent communication and interpersonal skills.
• Ability to develop trust and credibility with clients.

[Optional: Include qualifications like a Bachelor’s degree, certifications (e.g., CFA, CFP), or specific technical skills.]

Why Join Us?

• Be part of a forward-thinking and supportive team.
• Competitive salary with performance-based incentives.
• Opportunities for growth and professional development.

How to Apply:

If you’re passionate about helping clients achieve financial success and building meaningful relationships, we’d love to hear from you!