Associate Partner, Client Solutions

Company Description

Bequest Capital (DIFC) Limited, headquartered in Dubai, specializes in providing bespoke Wealth Management, Family Offices, and Corporate Advisory services. Our expert team leverages deep market insights and experience to help clients navigate the complexities of global financial markets. We are committed to empowering clients to make well-informed decisions that drive their personal and financial growth. At Bequest, we pride ourselves on building long-term, trust-based relationships with clients by offering personalized financial solutions.

Role Description

This is a full-time, on-site role for an Associate Partner, Client Solutions, based in Mumbai. This is a sales role, and the primary responsibilities include developing and managing GCC-based client relationships, providing tailored wealth management and advisory services, and identifying financial growth opportunities for clients. The role also involves collaborating with internal teams to deliver high-quality solutions and ensuring the highest client satisfaction. Strategic thinking and staying updated with market trends will be key components of this role.

Qualifications

• Strong experience in the GCC region covering Wealth Management, Family Offices, and Corporate Advisory services
• Proficiency in Client Relationship Management and Client Solutions Development
• Analytical skills with expertise in Financial Analysis, Market Analysis, and Risk Assessment
• Exceptional Communication and Negotiation skills, with the ability to foster trust-based relationships
• Ability to work collaboratively in a team and provide strategic insights
• Strong knowledge of global financial markets and relevant tools
• Bachelor's or Master's degree in Finance, Economics, Business Administration, or a related field
• Professional certifications (e.g., CFA, CFP) are an advantage
• Proven ability to work in a dynamic, fast-paced environment