WEALTH ADVISOR
INTERNATIONAL INVESTMENTS |
Doha |
QA
advise and guide clients to optimize their financial, real estate, according to their goals and investment profile.
The main goal of a Wealth Manager is to help clients accomplish their financial goals, whether they want to grow their wealth, reduce their tax liability, plan for retirement or leave a legacy for their loved ones. A wealth advisor job description may include the following duties:
- Conducting interviews to uncover clients financial goals and needs
- Identifying clients financial risks and developing strategies to mitigate them
- Recommending investment products in real estate based in UK
- Monitoring investment performance and managing portfolios
- Setting up and managing trusts
- Creating plans for transferring wealth to heirs and/or charitable organizations
- Providing tax advice and assisting with tax return completion
- Qualification:
- Financial advisors, bankers and RMs with 5+ years of banking experience and an extensive database
- Goal-oriented management approach
- Fluence in both English and Arabic is a must
- Strong communication skills
- Focused on achieving targets
- Self-driven and highly motivated individuals
- Highly driven and eager to maximize earnings, with access to competitive and attractive salary with commission packages
*
Job Type: Full-time
Pay: From QAR8,000.00 per month
Information :
- Company : INTERNATIONAL INVESTMENTS
- Position : WEALTH ADVISOR
- Location : Doha
- Country : QA
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Post Date : 2025-04-19 | Expired Date : 2025-05-19