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Experience
3 - 8 Years
Monthly Salary
AED 10,000 - 25,000 ($2,701 - $6,751)
Job Location
Education
Any Graduation
Nationality
Any Nationality
Gender
Any
Benefits
Annual Leaves As Per Labour Law, Commission, Paid Leaves, Medical Insurance, Visa
Vacancy
5 Vacancies
Job Description
Roles & Responsibilities
• Build and manage a portfolio of preferred Retail, HNI and NRI clients, including proactively sourcing new clients and deepening engagement with existing clients. • Develop and maintain strong relationships with all clients, understanding their unique investment goals and objectives. Ensure that allocated clients are introduced/contacted regularly and managed effectively • Conduct comprehensive client assessments to assess client needs, understand risk profile and provide bespoke financial strategies. • Conduct comprehensive reviews to Design, monitor, and adjust investment portfolios (including stocks, bonds, mutual funds, and alternative investments) to align with client objectives and market conditions. • Ensure compliance with relevant regulatory, legal and internal governance standards (UAE, FATCA for NRIs etc.) • Look to enhance Capital Markets Knowledge through continuous self-learning and training provided by the company. • Comply and follow the company set policies. Be a team Player and act an integral part of the company.
Desired Candidate Profile
• Education: Minimum Bachelors Degree is required, professional certification like SCA, CISI, Wealth management certifications are advantageous & preferred • Experience: Minimum 3 years of experience in Relationship Management with the Financial Services Sector ( sales- client facing role ) • Proven sales acumen with experience in face-to-face client interactions. • Strong service focus with exceptional numerical, analytical, and attention-to-detail skills. • Experience managing high-net-worth clients and understanding of investments, offshore solutions, and pension plans. • Proven financial sales success with a drive for targets and ambition • Clear view on how to work with Compliance and Internal Control to ensure a balanced risk operating environment.
Employment Type
- Full Time
Company Industry
Department / Functional Area
Keywords
- Wealth Management
- Investment Banking
- Sales
- Portfolio Management
- Investment Advisory
- Client Relationship Management
- Investment Management
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Fortune Wealth Advisors LLC SOC
SCA REGULATED WEALTH MANAGEMENT FIRM
Vamsi - MD
Burjuman Office Tower/office 804, Burjuman Street, Burjuman, Dubai, United Arab Emirates (UAE)
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