8 Mar 2023

Part-Time Staff Wealth Management Associate – Ajman

Hewlett-Packard Company – Posted by JobsTeam Ajman, Ajman, United Arab Emirates

Job Description

The Wealth Management Associate has direct contact with clients. The Wealth Management Associate collaborates with team members to address the unique needs and service concerns of high-net-worth clients in order to strengthen existing client relationships. This is done through a combination of marketing strategies, client-management abilities, and market and product knowledge.

Job Title : Staff Wealth Management Associate
Location : Ajman, Ajman, United Arab Emirates
Salary : $ 32.28 per hour.
Company : Hewlett-Packard Company
Job Type : Part-Time


  • Examine the company’s progress both quarterly and annually with the help of the Financial Advisor.
  • Help out advisors by setting up and running errands for meetings, marketing, and quarterly reports and other client mailings.
  • Coordinates settlement of complicated customer issues/concerns with input from senior team members.
  • Contribute to the gathering, monitoring, and reporting of “practice management” data.
  • improves the group’s service model and operations without direct supervision.
  • Help get all transaction requests from clients finished and sent in on time.
  • Builds rapport with potential new customers and aggressively works to address their initial problems.
  • Engage with customers and do what you can to help them have a fantastic day.
  • Maintain a constant line of communication between advisers and the custodian while handling account opening and maintenance documentation.
  • Assist the Financial Advisor in leading client and prospect financial planning presentations by analyzing complex financial data using financial planning tools.


  • understanding of the policies of the company and any compliance laws.
  • A background with Addepar, eMoney, Salesforce, and Excel is highly desirable. Skill with computers and related programs is essential.
  • Participant who takes suggestions well and seeks ongoing growth.
  • Minimum of five years of relevant work or educational experience after high school graduation is required.
  • capabilities in verbal and writing communication, the ability to focus, and an eye for detail.

How to Apply

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Job Categories: Wealth Management Associate. Job Types: Part-Time.

Job expires in 8 days.

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