| Job Location | Dubai, United Arab Emirates |
| Education | Master's degree |
| Salary | Not Mentioned |
| Industry | Economics & Financial Consulting; Venture Capital & Private Equity; Financial Services |
| Functional Area | Not Mentioned |
Role and Responsibilities- Responsible for acquiring preferred clients (HNI / Ultra HNI).- Maintaining client relationships and generate AUM from preferred clients.- Advising HNI / Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients- Track the HNI / Ultra HNI segment in the market for new client acquisition.- To research, investigate and update themselves on available investment opportunities / financial market trends to determine whether they fit into clients portfolios.- Use financial acumen and investment expertise to review a clients personal data, aligning clients needs through superior service, seamlessly align service delivery for the enhanced experience; thereby helping the client to reach his short term and long term investment goals.- Achievement of product-wise targets.- Formulate outbound and inbound sales plan to acquire new HNI customers for increasing the customer base of the portfolio.- Conduct risk profiling of all mapped clients for better advisory on investment needs.- Regular contact with all mapped clients through weekly / monthly calls - Resolution of queries of all mapped clients within TAT specified.- Ensuring need based product approach towards clients and regular reporting of product penetration.Additional Advantage:Hands of experiences in PMS, Bonds, Structured Notes
Keyskills :
© 2023 HireeJobsGulf All Rights Reserved
