Job Title: Relationship Manager/ Wealth Manager
Department: Wealth
Location: Dubai, UAE
Position Type: Full time
Job Description
To meet the defined targets through offering wealth products to HNI clients, while driving business development and client management.
Roles & Responsibilities
- To provide clients a full range of wealth management products, while building long term relationships with the clients.
- To help develop investment strategies for clients to help them achieve their financial goals, while offering advice and information on various investment solutions.
- Generate growth in AUM and revenue that will ensure delivery of the financial plan and achievement of business objectives through effective client acquisition and client portfolio management.
- Ensure proper advisory procedures and documentation while adhering to the internal policies, business processes and external regulatory requirements
Qualifications and Education Requirements
- Prior experience in advising on wealth management products
- Strong knowledge of financial products and services
- University Graduate
Preferred Skills
- Ability to inspire trust and confidence in clients and team members
- Excellent oral and written communication skills with clarity of thought, speech, and expression
- Excellent interpersonal skills
- Ability to travel domestically and internationally if required
- Good Analytical Skills
- Positive attitude, socially effective, high level of perseverance and patience
- Assertive & hardworking
- Result oriented
- Ability to work in cross functional environment to deliver desired results
