Private Wealth Manager - Middle East

The Company

Founded in 2014, our Client is an international wealth management company headquartered in Cyprus (Limassol). It also has offices in Dubai (DIFC), and Greece (Athens, Thessaloniki and Crete), offering a digital wealth management solution to investors globally. They are fully transparent with a clear fee structure, providing investors with access to their assets at all times. With a highly organised business structure including senior management, regional managers, compliance, investment advice and portfolio management complemented with full back-office support, they are now seeking qualified, experienced, fee based, ethical Private Wealth Managers to join their growing teams in Europe and the UAE, with remote working opportunities too. They are also keen to meet with business owners or wealth consultants to discuss acquisitions.

Our Client:

??       Is an award-winning firm. 

??       Is established in Cyprus with a representative office in Dubai in the DIFC. Private Wealth Managers can be based near the offices or work remotely.

??       Is authorised and regulated by CySEC (Cyprus), HCMC (Greece) and DFSA (Dubai) and is registered in BaFin (Germany) and REGAFI (France).

??       Focuses on using smart technology offering transparent low fees, combined with excellent customer service and independent financial advice.

??       Offers full online access to clients' accounts combined with a private wealth manager to ensure all clients receive the service they require.

??       Has leading edge, in-house fintech web development to provide clients with an unparalleled online service.

Our Client works with the world's leading providers, including JP Morgan, Fidelity International, BlackRock and Vanguard.

Candidate Profile. Candidates will:

??       Be from a transparent, fee-charging background.

??       Have at least 3 years' financial services experience and be working in the offshore market.

??       Have a proven track record of production.

??       Be self-employed or employed. In the UAE, roles are employed for visa purposes.

??       Have a minimum $10M AUM that is ready to move.

??       Be experienced in dealing with HNW clients and able to build clients through referrals.

??       Be client focused, ethical and accountable.

Candidate Package includes:

??       Shared transaction fees and ongoing management fees.

??       Salary commensurate with AUM being transferred.

??       Lead generation - our Client organizes and conducts various marketing events.

??       Full training on systems and processes.

        Full support with transferring clients to ensure minimum disruption. 

        Exit strategy. 

        Visa - working visa costs covered, where required.