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Relationship Officer

1.00 to 10.00 Years   Dubai, United Arab Emirates   29 Apr, 2023
Elite Asset
5 Jobs Openings
Job LocationDubai, United Arab Emirates
EducationNot Mentioned
SalaryNot Mentioned
IndustryFinancial Services; Investment, Securities & Funds; Insurance & TPA
Functional AreaNot Mentioned

Job Description

The objective of the role involves providing independent financial advisory to High Net-worth Individual clients for creating, growing and safe-guarding their wealth.As a Financial Advisor you will be prospecting clients, understanding their investment needs, designing appropriate solutions and advising the most suitable financial products alongside providing life-long partnership.

  • To implement business strategies for achieving organizational goals, across products
  • Primarily responsible for selling India based investment products
  • Must have at least 3 years of proven track record in Broking, Wealth Management and Structured products in India or International markets .
  • Well versed with financial product offerings, both in domestic and international markets
  • Providing advisory services for various financial products like PMS, Mutual Funds, Insurance products, Fixed Income, Structured Products .
  • Should be able to acquire high value relationships of UHNIs, HNI clients, retaining and enhancing advisory services.
  • Must be able to effectively handle client servicing for wealth management needs.
  • To coordinate with relevant teams across organization to handle client queries.

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