ClickCease Wealth Relationship Managers

Wealth Relationship Managers

  • Engineering
  • Dubai
  • 4,500.00 - 3,500.00
  • Part Time
  • Private
  • Urgent

24 Mar 23

Job Description

We are wealth Advisory House looking for a wealth Relationship Manager ( full/part time ) to Drive growth in revenues, AUM and clients across MENA, East Europe and Asia • Initiates, develops and retains client relationships while contributing actively to the business development and financial goals of the unit. Is jointly involved in client solicitation, • To continue building investment knowledge and be conversant with the full range of wealth advisory services: to be competent in trusts, asset management and advisory services and to act as an effective trusted advisor in the delivery of these services • presentation, closings, account management and development • Works and liaises with wealth advisory group to keep abreast of investment and product offerings to be the client's window • Ensures that client product needs and services are met • To be responsible for up-to-date compliance, KYC and client profile on each client. • To be responsible for assessing risk tolerance and investment suitability of each client and marketing appropriate products and services • Sufficient knowledge in trusts, asset management, banking and advisory services and the aim of becoming an effective "trusted advisor" in the delivery of these services to team clients • To be responsible for client satisfaction and service quality levels by ensuring that the client's needs are met by performing administrative tasks required to fulfil client requirements • Remains informed about market trends, customer preferences, and new products • Contributes to all aspects of the marketing mix including products development • Completes meeting reports and establishes a follow-up system • Participates, anticipates, enquires, responds, and prepares written presentations and other documents independently