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Wealth Manager
- dubai, United Arab Emirates
- AED240,000 - AED324,000 per annum
- 84 applications
- Job type: Permanent, full-time
- Date:
- Reference: 20740841
Organisation Description
A Leading Organisation in the UAE is seeking Experienced wealth managers to join its growing team
Job Description
• You will be tasked with sourcing new customers for the Wealth Management business.
• Focusing on developing a book of clients.
• Bring in assigned/target upfront revenue for the business.
• Increase assets under management.
• Bring in fresh deposits as per target.
• To provide & maintain, on an ongoing basis, a daily sales report, figures, forecasting & any other records which may be required by the Team Leader/Cluster Head to keep up-to-date records of sales & performance.
• Understanding the needs of the end customer & providing appropriate financial solutions.
• Handling of Relationship to aid customer for all his wealth requirements.
• To ensure customer documentation is complete & in compliance with the bank’s requirements.
• Identify and segment the target market for potential new business opportunities.
• Manage client relationships to achieve assigned sales revenue and customer acquisition revenue based on the individual’s potential and affinity towards those client segments.
• Maintain regular contact with clients including regular face to face meetings where you will be expected to profile clients risk and return aspirations and deliver a tailored portfolio of products.
• Provide a genuine advisory approach to clients thus becoming their first port of call on Wealth Management requirements.
• Ensure Quality and consistent service delivery at all touch points for all clients
• Continuously provide feedback on competitive activities to the product and business team to track market developments.
• Attending product trainings, to be up to-date with the market developments.
Person Specification
You should have proven experience of working as either a Wealth Manager or Private Banker who is currently managing a book of HNW clients. Minimum 3 years in Wealth Manager or Private Banking.
Strong knowledge of financial products and services, with a good understanding of how economic events impact global markets.
A good knowledge of operational and regulatory environments is essential .
Reed Specialist Recruitment Limited is an employment agency and employment business
A Leading Organisation in the UAE is seeking Experienced wealth managers to join its growing team
Job Description
• You will be tasked with sourcing new customers for the Wealth Management business.
• Focusing on developing a book of clients.
• Bring in assigned/target upfront revenue for the business.
• Increase assets under management.
• Bring in fresh deposits as per target.
• To provide & maintain, on an ongoing basis, a daily sales report, figures, forecasting & any other records which may be required by the Team Leader/Cluster Head to keep up-to-date records of sales & performance.
• Understanding the needs of the end customer & providing appropriate financial solutions.
• Handling of Relationship to aid customer for all his wealth requirements.
• To ensure customer documentation is complete & in compliance with the bank’s requirements.
• Identify and segment the target market for potential new business opportunities.
• Manage client relationships to achieve assigned sales revenue and customer acquisition revenue based on the individual’s potential and affinity towards those client segments.
• Maintain regular contact with clients including regular face to face meetings where you will be expected to profile clients risk and return aspirations and deliver a tailored portfolio of products.
• Provide a genuine advisory approach to clients thus becoming their first port of call on Wealth Management requirements.
• Ensure Quality and consistent service delivery at all touch points for all clients
• Continuously provide feedback on competitive activities to the product and business team to track market developments.
• Attending product trainings, to be up to-date with the market developments.
Person Specification
You should have proven experience of working as either a Wealth Manager or Private Banker who is currently managing a book of HNW clients. Minimum 3 years in Wealth Manager or Private Banking.
Strong knowledge of financial products and services, with a good understanding of how economic events impact global markets.
A good knowledge of operational and regulatory environments is essential .
Reed Specialist Recruitment Limited is an employment agency and employment business
