Summary
Aldar Properties is seeking a Vice President, Wealth Management, based in Dubai, to develop strategies focused on real estate investments and high-net-worth clients. The role involves managing client and institutional investor relationships, providing tailored investment guidance, building partnerships, and developing opportunities such as joint ventures, build-to-suit projects, and land sales. The successful candidate will monitor investment performance, support personalized client journeys, and ensure compliance with relevant regulations. Applicants should have at least 10 years of wealth management experience, including two years in a managerial position; a bachelor’s degree in Business, Economics, or Finance is required, and an MBA is preferred.
The posting
As published on aldar.com. Pulled from the employer's site and shown as they wrote it.
JOB PURPOSE
- Develop and execute wealth management strategies, with a focus on real estate investments.
- Identify growth opportunities through partnerships with financial institutions and tailored initiatives for private investors and HNW individuals.
ROLES AND RESPONSIBILITIES
- Develop and execute wealth management strategies aligned with the sales department's objectives.
- Ensure strategies meet the specific needs of high-net-worth clients.
- Cultivate and maintain strong relationships with high-net-worth clients and institutional investors interested in real estate investments.
- Act as a trusted advisor, offering tailored real estate wealth management solutions and investment guidance.
- Support team members in delivering personalized real estate wealth management solutions locally and globally.
- Collaborate with the team to enhance overall client satisfaction and business growth.
- Identify new segments and emerging financial markets to uncover potential business opportunities.
- Develop business opportunities, such as joint ventures (JV), build-to-suit (BTS), and land sales, catering to high-net-worth individuals.
- Manage client relationships to ensure successful transaction completions.
- Develop and implement effective marketing strategies and initiatives within the real estate wealth management space to attract new clients and drive business growth.
- Support in creating customized presentation materials tailored to the needs of wealth clients.
- Develop dedicated customer journey processes to support B2B activations (e.g., wealth brokers
- Provide personalized financial advice, create and manage investment portfolios, and monitor real estate investments' performance.
- Promote the division, stay informed about industry trends, and ensure compliance with regulations
QUALIFICATION AND EXPERIENCE
RELATED YEAR OF EXPERIENCE:
Min of 10+ years of experience in wealth management function in a real
estate / developer firm preferred
YOE IN MANAGERIAL POSITION :
Min of 2+ years of managerial experience
FIELD OF EXPERIENCE:
Real estate, Banking, investment consultancy firm
TECHNICAL AND INTERPERSONAL SKILLS
- Ability to liaise, influence and interact effectively with various internal
- divisions
- Understanding of regulatory requirements and compliance in real estate
- investment.
- Demonstrated business development and revenue growth achievements
- in real estate wealth management.
- Strong communication and presentation skills
- Strong financial and analytical skills
- Knowledge of UAE Real estate market
- Knowledge of competitors products and USPs
QUALIFICATION
- Bachelor’s degree in Business, Economics or Finance, MBA prefereed