Female Private Banking and Wealth Relationship
2 weeks ago
We are looking for a Female Private Banking and Wealth Relationship Manager to be responsible for offering financial advice and services that will assist clients in their financial endeavors.
The responsibilities of wealth managers include relationship management, helping clients with account details, and providing advice on financial investments.
- **Revenue**_
- Achieve agreed revenue targets with respect to assets under management, retainer conversions and referrals
- Contribute to the corporate revenue targets on a quarterly basis
- **Lead Generation**_
- Generate new business in agreed referral sources through various networking activities including managing relationships between the Company and the referral sources
- Identify opportunities for seminars, sponsorship and other promotional activities to leverage business generation activity
- **Provide High Quality Advice**_
- Provide tailored investment and holistic advice to High Net worth / Ultra High Net worth client inclusive of risk management strategies
- Tailored investment solutions across different asset classes
- Engineer individual portfolio risk management
- Work in close coordination with the Investment Counsellors
- **Client Relationships**_
- Effectively manage the relationship between the client and the Company including the various banking relationship the clients may have.
- Provide ongoing advice on client portfolios and providing on a fee-for-service basis advice as required to non retainer clients
- Maintain a high standard of ethics and conduct and ensure confidentiality of clients' assets & information
- Ensure strict adherence to the Company's policies, rules & regulations
**The Successful Applicant **will have the following:
- Degree in finance, economics, management, or related field.
- At least 3 years of experience in the financial services industry preferably in wealth management and/or private banking in the UAE
- Knowledge on International products
- Excellent interpersonal skills
- A thorough understanding of markets, their behavior, movements and expectations with respect to market
- Must be analytical and confident.
- Strong mathematical skills.
- Good Sales, Presentation and Negotiation Skills
Ability to commute/relocate:
- Dubai: Reliably commute or planning to relocate before starting work (required)
**Education**:
- Bachelor's (preferred)
**Experience**:
- Banking And Wealth Management: 3 years (required)
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