- Responsible for acquiring preferred HNI clients. - Maintaining client relationships and generate AUM from preferred clients. - Advising HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients - Track the HNI segment in the market for new client acquisition. - To research, investigate and update themselves on available investment opportunities / financial market trend to determine whether they fit into clients portfolios. - Use financial acumen and investment expertise to review a client's personal data, align client's need through superior service, seamlessly align service delivery for 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 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.

Dubai

Seguro - Wealth Manager - HNI 

Seguro - Wealth Manager - HNI  ,Job Description for Seguro - Wealth Manager - HNI  in Seguro Private Wealth in  Dubai for (3-10) years of experience. Apply Now!

Job Description for Seguro - Wealth Manager - HNI  in Seguro Private Wealth in  Dubai for (3-10) years of experience. Apply Now!