Wealth /Relationship Manager in Dubai with leading Wealth/insrnce Org

Confidential Company

We have opening for Relationship Managers, Wealth Managers in wealth and insurance sales sector . If you are interested and looking for relocation to Dubai, please apply for this post.

1. Responsible for acquiring preferred HNI clients
2. A thorough understanding of financial markets, their behavior, movements and expectations with respect to market.
3. Managing and offering Mutual Funds , Equity Sales, Portfolio Management, Wealth Management services
4. Maintaining client relationships and generate AUM from preferred clients.
5. ·Advising HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
6. Track the HNI segment in the market for new client acquisition.
7. To research, investigate and update on available investment opportunities / financial market trend to determine whether they fit into clients’ portfolios.
8. Use financial acumen and investment expertise to review a client's personal data, align client's need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long-term investment goals.
9. Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio.
10. Conduct risk profiling of all mapped clients for better advisory on investment needs.
11. Ensuring need-based product approach towards clients and regular reporting of product penetration.