| Job Location | Dubai - United Arab Emirates |
| Education | Bachelor of Commerce(Commerce). |
| Salary | Not Mentioned |
| Industry | Banking / Financial Services / Broking |
| Functional Area | Not Mentioned |
Purpose: Providing technique and plans to individuals / HNI clients with financial services with a view to protect and transfertheir wealth by investments and attain all the possible goals in a systematic mannerJob Responsibilities/Accountabilities:? Responsible for prospecting, managing and developing a portfolio of high net worth individuals/institutional clients? Manage client portfolios, keeping client plans up-to-date. Enhance and expand the firms? relationships with existing andnew clients.? Contact clients periodically to determine any changes in their financial status. Cross sell and upsell client portfolio.? Prepare or interpret for clients, information such as investment performance reports, financial document summaries, orincome projections.? Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurancerecords, pension plans, or wills? Identify and segment the target market for potential new business opportunities. Perform various analysis (educationfunding, stock options, insurance needs, etc.) and communicate recommendations? Help develop tools and templates to assist with the efficient delivery of our service offering? Ensure Quality and consistent service delivery at all touch points for all clients? Perform other duties assigned by the department head.? Ensure that standards of quality and quantity of work are met, support the effective and efficient functioning of thecompany, and support the achievement of company strategic goals and objectives
Keyskills :
wealth manager
© 2023 HireeJobsGulf All Rights Reserved
