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Relationship Manager Wealth

1.00 to 15.00 Years   Dubai, United Arab Emirates   14 Apr, 2022
Job LocationDubai, United Arab Emirates
EducationNot Mentioned
Salary$3,000 - $4,000
IndustryFinancial Services; Investment, Securities & Funds
Functional AreaNot Mentioned

Job Description

We are looking for Wealth Relationship Manager.Roles & Responsibilities

  • To provide clients a full range of wealth management products, while building long term relationships with the clients.
  • To help develop investment strategies for clients to help them achieve their financial goals, while offering advice and information on various investment solutions.
  • Generate growth in AUM and revenue that will ensure delivery of the financial plan and achievement of business objectives through effective client acquisition and client portfolio management.
  • Ensure proper advisory procedures and documentation while adhering to the internal policies, business processes and external regulatory requirements
Qualifications and Education Requirements
  • Prior experience in advising on wealth management products
  • Strong knowledge of financial products and services

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