| Job Location | Jordan |
| Education | Not Mentioned |
| Salary | Not Mentioned |
| Industry | Other Business Support Services |
| Functional Area | Not Mentioned |
Create & manage high net worth clients investment portfolio by assisting them in preserving and generating wealth. via providing the needed financial information and guide clients to identify and achieve financial objectives.Resppnsibilties:1- Sourcing new customers for the Wealth Management business by creating awareness & source opportunities.2- Conduct effective meetings to discover the customers needs and risk tolerance3- Guide clients to set financial objectives & help them achieve it4- Explain the bank financial products and services.5- Execute & follow up on signed deals & clients requests.6- Conduct periodic reviews & portfolio evaluations.7- Increase AUM by offering suitable investment products & achieve the sales & activities set target8- Provide & manage the bank investment services while abiding by the set process & guidelines.9- Provide exceptional customer service & handle the phone calls and reply the enquiries from customers.10- Manage portfolio & develop long-term banking relationships with customers.11- Cross sell Bank al Etihad products & services.
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