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Relationship Manager - Wealth Management

1.00 to 10.00 Years   Riyadh, Saudi Arabia   29 Dec, 2021
Forefront Middle East
1 Jobs Openings
Job LocationRiyadh, Saudi Arabia
EducationBachelors degree / higher diploma
SalaryNot Mentioned
IndustryRecruitment & Employee Placement Agency
Functional AreaNot Mentioned

Job Description

Our client is a leading regulated Wealth Management company in the Market that preserves multi-generational wealth of clients in the GCC. It identifies investment, assess Return on Investment, and manage clients? portfolios. It is currently looking for Relationship Managers to join its team in Riyadh. The candidate will have to introduce new clients, develop and maintain existing clients? relationships and adhere to the wealth management best practices.?General Relationship Manager Responsibilities:

  • Find leads from existing and new clients
  • Develop understanding of the company?s products and its innovative digital processes
  • Understand the wealth management operations in the market as well as in private banking
  • Research best investment trends in the market and its impact on alternative investment
  • Develop investment models for each client segment
  • Handle digital leads for the purpose of gaining the clients and developing relationships and their commitment to an investment
  • Develop commercial proposals for clients that suit their needs
  • Collaborate with Senior Relationship Managers for best practices on client development
  • Deliver commercial targets and report client development in line with the company goals
  • Provide support to other team members to achieve common goals

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