Senior Relationship Manager - Mutual Funds Investments Global Career Heights

Multiple Vacancies

Posted 1 hrs ago

Experience

3 - 8 Years

Job Location

Dubai - United Arab Emirates (UAE)

Education

Intermediate School, Bachelor of Commerce, Any Graduation

Nationality

Indian

Gender

Any

Vacancy

5 Vacancies

Job Description

Roles & Responsibilities

  • Acquire, manage, and grow a portfolio of clients interested in Mutual Funds and investment products.
  • Understand client financial goals, risk appetite, and investment needs to offer suitable solutions.
  • Provide professional advisory on mutual funds, market trends, and wealth creation strategies.
  • Conduct regular portfolio reviews and ensure high client satisfaction.
  • Achieve sales and revenue targets through investment product distribution.
  • Maintain strong knowledge of investment products, fund performance, and market updates.
  • Ensure compliance with UAE regulatory requirements during client onboarding and transactions.
  • Build long-term relationships with HNI, retail, and NRI clients.
  • Identify opportunities for cross-selling other financial products when relevant.

Desired Candidate Profile

  • Minimum 4+ years of experience in Mutual Funds / Investment / Wealth Management.
  • Experience in the UAE financial markets is mandatory.
  • Strong understanding of mutual fund schemes, SIPs, asset allocation, and portfolio management.
  • Experience in Banking, Asset Management, Investment Advisory, or Financial Services.
  • Strong communication, client engagement, and relationship management skills.

Employment Type

    Full Time

Company Industry

Department / Functional Area

Keywords

  • Investment Advisory
  • Mutual Funds
  • Client Acquisition
  • Investment Strategies
  • Wealth Management

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Global Career Heights

Ms. Priyanka

AL Qayada, Office 216 Deira, Dubai UAE, Dubai, United Arab Emirates (UAE)