Company Description LimesWood Real Estate Brokers, headquartered in Dubai, is a respected firm founded by experienced professionals in real estate and property management. The company operates across the UAE, managing a broad portfolio of buying, selling, leasing, and property management services for both local residents and expatriates. LimesWood is known for its high standards of professionalism and impartial approach, ensuring optimal outcomes for clients.

The firm emphasizes ethical practices, strong market insight, and customized solutions that address diverse real estate needs for a wide range of clientele.

Role Description The Wealth Management Specialist is a full-time, in office role based in Ahmedabad. This position focuses on providing comprehensive wealth management advice to clients, including assessing financial goals, developing tailored financial plans, and recommending suitable investment and insurance solutions. Daily responsibilities include meeting clients, analyzing their financial profiles, monitoring investment performance, and adjusting strategies according to market conditions and client objectives.

The role also involves collaborating with internal teams,



preparing clear reports and proposals, and maintaining up-to-date knowledge of financial products, regulations, and market trends to support informed client decision-making.

Qualifications

- Strong skills in Financial Planning and Finance to assess client goals, cash flows, and long-term wealth strategies.
- Proficiency in Investment Management and Investments to construct and manage diversified portfolios aligned with risk profiles.
- Knowledge of Insurance solutions to integrate protection and risk management within overall financial plans.
- Relevant academic background in Finance, Economics, Business, or a related field; professional certifications in wealth management or financial planning are an advantage.
- Demonstrated ability to analyze data, explain complex financial concepts clearly, and build long-term client relationships.
- Strong ethical standards, attention to detail, and familiarity with regulatory and compliance requirements.
- Effective communication and interpersonal skills, with the ability to work collaboratively in a real estate and investment-focused environment.

📌 Wealth Management Specialist (Ahmedabad)
🏢 LimesWood Real Estate Brokers
📍 Ahmedabad