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Chief Principal Officer Jobs In Ajman
2 weeks ago
About the job
We are currently seeking a highly experienced and motivated individual to join us asChief Principal Officer at Carret. As a key member of our core team, the Chief Principal Officer will be responsible for spearheading the scaling of ourPrivate Client vertical, focusing on establishing and nurturing client relationships within the HNIs/CXOs/Family offices inMiddle East. This role demands someone with strong entrepreneurial zeal, a strategic approach, and the ability to independently drive growth. As a core team member, the candidate will be rewarded withhighly competitive equityin addition to the cash component. This provides an opportunity for the Chief Principal Officer to become a significant stakeholder in our company's success.
Requirement- Acquiring & on-boarding new HNI & UHNI clients with understanding and recommending wealth management products enhancements
- Formulate outbound and inbound sales plans to acquire new HNI customers for increasing the customer base of the portfolio
- Monitor and address HNI client's investment requirements
- Focus on business development across liabilities, assets & fees to sustain and achieve growth in relationship value, revenues & improved client stickiness
- Ensuring a need-based product approach toward clients
- Conduct risk profiling of all mapped clients for better advisory on investment needs.
- Hire and build a team that can effectively executeCarret'svision and strategy
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