Seguro - Wealth Manager - Sales - HNI/UHNI Segment

Job Title: Wealth Manager

Experience: 0 to 15

Department/Group: Sales

Qualification: Post-Graduation / MBA

Location: Dubai

Role: Individual

Level/Salary Range: Open Position

Type: Full Time

Job Description

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 client's personal data, aligning client's 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

Phone: +971 565796732.