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.
Responsibilities
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...