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Wealth Management Officer

Job in Dubai, Dubai, UAE/Dubai
Listing for: MICS Wealth
Full Time position
Listed on 2026-06-11
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales, Banking & Finance
  • Sales
    Financial Sales, Banking & Finance
Salary/Wage Range or Industry Benchmark: 120000 - 200000 AED Yearly AED 120000.00 200000.00 YEAR
Job Description & How to Apply Below

MICS International, a UAE-based financial advisory firm focused on global investing, is looking for experienced Wealth Management Professionals to join our team in Dubai.

Key Responsibilities
  • Proactively source and onboard new clients by leveraging existing networks, referrals, industry relationships, and professional events, with a strong focus on HNI and UHNI segments
  • Understand clients’ risk appetite, financial goals, and investment preferences, and collaborate with the advisory team to structure suitable asset allocation strategies within a financial planning framework
  • Build and maintain long-term client relationships through regular meetings, portfolio discussions, and continuous engagement
  • Conduct periodic portfolio reviews with existing clients and prospects, identifying opportunities to grow assets under management (AUM) and strengthen client relationships
  • Drive business development initiatives by actively networking, attending industry events, and engaging with potential investors and strategic partners
  • Deliver a highly personalized client experience across all accounts, ensuring strong retention, engagement, and relationship expansion
  • Track and analyse capital markets, macroeconomic trends, and central bank or government policy developments impacting asset classes, and actively participate in weekly internal advisor discussions
  • Develop a deep understanding of existing and prospective clients while ensuring business growth opportunities align with the firm’s investment philosophy and advisory framework
Key Performance Indicators (KPIs)
  • New client acquisition and onboarding within the HNI/UHNI segment
  • Net AUM growth generated through new client inflows and existing client expansion
  • Revenue contribution through advisory fees and managed client relationships
  • Client engagement metrics including periodic review completion and relationship continuity
  • Conversion ratio from prospects to active clients
  • Client retention and relationship deepening across investment solutions
  • Active participation in networking initiatives, events, and business development activities
Ideal Candidate Profile
  • Prior experience in wealth management, private banking, or investment advisory sales
  • Existing relationships within HNI/UHNI investor communities preferred
  • Demonstrated client acquisition and relationship management capabilities
  • Comfortable with in-person meetings, networking, and attending industry events
  • Self-driven, commercially oriented professional with strong communication skills
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