Position Summary
We are building an elite Wealth Management team with deep expertise in Capital Markets in our FSRA-licensed UAE company, specializing in brokerage and investment services, designed to engage and serve UHNW clients. This isn't standard roles - it's a chance to be a founding member of a strategic initiative backed by a global powerhouse.
Responsibilities
- Proactively identify, prospect, and acquire Qualified Investor Clients (per ADGM FSRA rules), targeting High-Net-Worth Individuals (HNWIs), via a structured business development plan, professional networks, and referrals.
- Act as the primary relationship manager for an HNWI client portfolio: deeply understand their financial goals, deliver tailored guidance, collaborate with internal teams for market insights, and provide exceptional service to expand assets under management (AUM).
- Fuel revenue growth by cross-selling the firm's full brokerage product suite, while hitting targets for new accounts, client AUM, and trading volume.
- Track sales pipeline, client activity, and KPIs in the CRM system with precise, timely reporting; share market insights with senior leadership.
Qualifications & Experience:
- 10+ years of proven sales experience within a regulated brokerage, private bank, or wealth management firm across international Capital Markets.
- Demonstrable track record of successfully acquiring and managing HNWI clients.
- In-depth knowledge of ADGM or equivalent financial regulatory framework (e.g., DFSA, FCA, SEC). Prior experience with an ADGM 3A license holder is a significant advantage.
- Strong understanding of global financial markets and investment products.
- Excellent communication, presentation, and negotiation skills in English; Arabic is a strong advantage.
- Relevant financial qualifications (e.g., CFA, CISI) are preferred.
- Existing book of contacts within the HNWI community in the GCC region is highly desirable.
Why Join the Freedom Finance?
- Be part of a growing, international financial services group.
- Dynamic work culture with strong executive exposure.
- Opportunities to join an expanding team across a developing regional network.