Wealth Manager

Wealth Manager

16 Oct
|
Client of Calvin James Recruitment
|
Dubai

16 Oct

Client of Calvin James Recruitment

Dubai

Calvin James Recruitment has partnered with a fast growing Fintech company based in Dubai We are looking for an ambitious and driven Wealth Manager to join a growing like-minded teamOur client is an award-winning fast-growing startup that is democratizing access to real estate investing through an online platform We have a small team traction paying customers and are currently part of a world-leading FinTech accelerator program We are also working on emerging technology such as AIMachine learning and Blockchain to reimagine digital experience and create disruptive model modelsWe are looking for an outstanding senior financial advisorrelationship manager who has experience of providing financial advice to help clients create viable plans for managing their finances relative to individual and family situations focused on real estate assetsOur advisors need to be likable and trustworthy Being successful requires building a client base and doing that involves convincing people that you can be a trusted source for information and direction regarding their investmentsThe Financial advisor should be able to understand the emotional needs of our client base and goals such as college savings retirement and wealth building and recommend a mix of investments including stocks bonds mutual funds and most importantly real estate to help clients reach their goalsThe candidate will work closely with the founders and the technical partner but is expected to work independently to take our platform to the next levelThe primary tasks Spend a considerable amount of time and energy prospecting for new customers digital and traditional tactics Meet with prospects and try to convince them to sign on as clients Engage established clients and interview them to assess their risk tolerance and financial goals Discussing clients financial goals and educating clients on various ways to accomplish them Thisincludes giving overviews of different investment types and explaining how each can benefit orhinder the client s objectives Help clients assess how aggressive they can be with their investments and the amount of risk theycan bear The adviser must consider the client s long- and short-term goals family status age employment and expenses to give the most accurate advice Coordinate and drive the business developmentsales activities and lead by example Drive the short medium and long-term sales activitiesQUALIFICATIONS An absolute must is having a track record of being a great trusted relationship builder Ideally have financial planning certification like the Certified Financial Planner CFP While not required a master s degree in finance business administration or other similar fields isdesirable Understanding business and finance analytical skills and people skills are very important Advisors need to be able to read data recognize trends and anticipate where markets are going to be of the most value to their clients particularly for real estate asset Enjoy the challenge of building and growing a digital platform based business Comes from a startupscaleup digital venture background ideally worked on a startup platformbefore Have an eye for the broader strategic aspects and trends Proactive self-driven and able to thrive in a fast-moving startup environment Take ownership when a task or an area of responsibility resides with you we trust it will be driven tocompletion on time and to high quality Think strategically but with a bias towards getting stuff done without over-thinking it Are structured focused and able to keep to task lists and timelines Communicate fluently and effectively in English internally and with external partners Are committed to the job and the growth opportunity in a startup Enjoy working as part of a teamWhat We ll Give You Staff development recognition plan Share in the company equity through Company share scheme ESOP Performance-based compensation tied to products sold assets managed andor the number of financialplans generated for clients