Posted: 03 Sep 2024

Location: Dubai

We are hiring for our client a leading bank in UAE, for the role of Wealth Management

Position - RO - Wealth Management
Location - Dubai, UAE.
Salary - up to AED 7.5K + Incentives

Experience -
• Minimum 2 years of experience in Wealth Management position with BFSI industry in UAE into managing a book of HNW clients.

Job Responsibilities:
• Enhance Wealth Management balance sheet sales/revenues and promote cross selling of bank products to all existing clients.
• Source new business from HNW clients through referrals, marketing activities and personal contacts.
• Ensure clients awareness of all financial services offered by the bank.
• Reach financial goals set for the role by the business as per annual ad monthly financial targets.
• Directly responsible for interfacing and engaging with Clients on a day-to-day basis.
• Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness.
• Formulate outbound and inbound sales plan to acquire new HNW Clients for increasing customer base of the portfolio.
• Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile.
• Ensuring client communication at all times through updating of latest contact details in all necessary systems. Regular contact with all mapped clients through weekly / monthly calls.

Candidates meeting the criteria, can share their resume on [email protected] with subject "Wealth Management"

Kindly note : Only candidates who fit the criteria above & hold similar experience will be contacted.

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Apply Email: [email protected]

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