Client Relationship Manager
2 weeks ago
Company Description
WRISE Group is a prominent wealth management firm headquartered in Singapore, with offices in Dubai, Hong Kong, Shanghai, Shenzhen, and Tokyo. With a dedicated team of advisors and investment specialists, we leverage technology to provide end-to-end wealth management services, from advisory to execution. Our network connects clients to over 150 financial intermediaries across eight booking locations, offering borderless opportunities. We prioritize helping our clients grow, manage, and protect their assets through access to a vast ecosystem of global partnerships.
Role Description
This is a full-time on-site role located in Dubai for a Client Relationship Manager. The primary responsibilities include managing and nurturing client relationships, identifying their financial needs, and delivering tailored wealth management solutions. The role also involves collaborating with internal teams and financial intermediaries, ensuring a seamless client experience by integrating advisory, execution, and supportive services.
Qualifications
- Experience in client relationship management, customer service, and client acquisition.
- Strong understanding of financial advisory, wealth management strategies, and investment solutions.
- Analytical skills for client needs analysis, portfolio evaluation, and market trend assessment.
- Excellent communication, interpersonal, and negotiation skills.
- Familiarity with financial regulations and cross-border investment practices is a plus.
- Bachelor's degree in Finance, Business Administration, Economics, or a related field.
- Proficiency in English; additional language skills are advantageous in serving an international clientele.
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