Client Relationship Manager

5 days ago


Dubai, Dubai, United Arab Emirates Prestige IFA jobs Full time
  • Develop and manage daytoday clientrelationships ensuring their financial needs and goals areunderstood and met.
  • Facilitate the onboardingof new clients and ensure smoothtransitions.
  • Attend annual review meetings withfinancial advisers and lead quarterly checkins withclients.
  • Provide exceptional service exceedingclient expectations and delivering meaningfulvalue.
  • Address client inquiries with clarityand professionalism.
  • Act as a liaison betweenclients and financial advisers ensuring effectivecommunication.
  • Collaborate with Wealth AdviceAssociates and the Client Services team to ensure timely processingof requests.
  • Continuously seek ways to enhanceclient experiences and improve servicedelivery.

Qualifications:

  • 48 years ofexperience in client relationshipmanagement.
  • Commitment to acting in the bestinterests of clients at all times.
  • Provenability to develop and maintain clientrelationships.
  • Strong communication skills withthe ability to simplify complex financialconcepts.
  • Teamoriented mindset and ability tothrive in a collaborativeenvironment.
  • Selfmotivated and highly organizedwith a growth mindset and positiveattitude.
  • Curiosity or experience in financeand personal wellbeing is aplus.

AdditionalInformation :

Why Join OurClient
This is a chance to be part of anorganization focused on creating positive change for clientssociety and the financial services industry. Its an ideal fit forprofessionals seeking a progressive challenging and rewardinglongterm career with opportunities for growth andimpact.

ApplicationProcess

  1. Submit yourapplication.
  2. Participate in an initial 30minuteinterview with HR.
  3. Complete Innermetrix andworkrelated assessments.
  4. Attend a 12 hourinterview with the team leader and teammembers.
  5. Conclude with a 30minute culture fitinterview with a senior leader.

Ifthis opportunity aligns with your career aspirations and youreready to make a difference please applytoday.

Please note:This nonadvisory position would typically suit young capable andexperienced Western / UK / EU / AU / NZ /US/ZA client services professionals. Thisposition is NOT for someone from the accounting / auditing orfinancial management profession. This is not client facing serviceor advisory role. Please only apply if you have the requiredexperience.

RemoteWork :

No

EmploymentType :

Fulltime

Key Skills
BusinessDevelopment,Sales Experience,Loyalty Marketing,PortfolioManagement,Wealth Management,Financial Services,Algebra,TerritoryManagement,Banking,Relationship Management,Customer relationshipmanagement,Geometry
Experience: years
Vacancy: 1

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