Express Your Interest: Wealth Relationship Associate at Oceano Apex
  • Express Your Interest: Wealth Relationship Associate at Oceano Apex

  • Kindly note only applications submitted via this Expression of Interest form will be considered for the opportunity. Please find the details for the role below.

     

    Job Type: Permanent

    Commencement Date: ASAP

    Duration of Placement: Full-time

    Salary: AED 3,500 – 4,000

    Languages: English

    Role timings: 9:00 AM - 6:00 PM

    Minimum Qualification: Any PG/UG course 

    Job Description:

    Manage and grow relationships with HNIs, source new clients, provide personalized wealth management and investment advisory services

    Key Responsibilities:

    • Identify and onboard HNI clients
    • Develop long-term client relationships.
    • Financial planning & portfolio management.
    • Monitor market trends & regulatory changes.
    • Collaborate on client acquisition initiatives
    • Represent company at events
    • Ensure confidentiality & compliance

    Requirements:

    • Degree in Finance/Business/Economics (CFA/CFP a plus)
    • Experience in wealth management/private banking
    • Strong knowledge of investments & financial markets
    • Excellent communication, negotiation, interpersonal skills
    • Experience managing HNI clients in UAE
    • Ability to work independently in a startup
    • English fluency mandatory; Arabic a plus
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