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Wealth Manager-dubai

Wow Jobs Lc ( Wow Softech Pvt. Ltd)

4 - 9 years Dubai - United Arab Emirates

Any Nationality


, Posted on June 12, 2018 1 Opening

Job Description

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ROLE & RESPONSIBILITIES:
The wealth Manager will have to undertake the following responsibilities:
Acquiring new HNI & Ultra HNI clients.
Cross Selling the products.
To achieve budgeted targets in terms of number of clients/volume of business & assets.
To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios
To understand clients needs & requirements and accordingly position products & services
To coordinate with product and research team for taking investment decision for the clients
To recommend strategies clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client.
PRODUCTS:
Mutual Funds
Equity
Debt
Alternate Assets
Real Estate
Financing Options
Salary: INR 10,00,000 - 18,00,000 P.A.


Industry Type : Banking / Financial Services / Broking
Functional Area : Finance / Treasury

Keywords

Retail sales Financial services Wealth management Cash management HNI client handling Investment planning Retail business Mutual funds Area sales Relationship

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Wow Jobs Lc ( Wow Softech Pvt. Ltd)


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