Job Description
Job Requirements
- Mandatory possession of a Bachelor’s Degree in Finance or Economics from a recognized university.
- Strict requirement to hold an active CISI (Chartered Institute for Securities & Investment) certification to legally execute investment sales in the UAE.
- Candidates must demonstrate a minimum of 3 to 5 years of verifiable experience aggressively managing and growing high‑net‑worth (HNW) portfolios within the Middle East.
- Acquire and onboard new ultra‑high‑net‑worth clients, structuring complex investment portfolios and mutual funds to meet specific wealth generation targets.
- Navigate strict CBUAE and internal compliance frameworks, ensuring all source‑of‑wealth documentation is flawlessly collected and audited during client onboarding.
- Execute daily cold‑calling and networking within the DIFC business sector to cross‑sell premium credit cards and high‑limit corporate len...