Posted By

user_img

Himani Wali

Co-Founder at Talengage

Last Login: 12 July 2024

Job Views:  
3847
Applications:  812
Recruiter Actions:  804

Job Code

1435628

Senior Wealth Manager - Sales - NBFC

3 - 12 Years.Dubai/Middle East/Overseas/International
Posted 2 days ago
Posted 2 days ago

This position is for a leading Indian NBFC having rep office in Dubai.

Only candidates currently in Dubai and proven experience will be considered.

- Candidate with prior experience working in a Wealth Management/Private Banking set up, experienced in driving sales and international dollar denominated product in broader asset class such as Mutual Funds, PMS, Structured Products, Bonds, etc.

- Overall experience of around 3-12 years in the desired role

ROLES & RESPONSIBILITIES :

- The Relationship Manager will be Responsible for acquiring Ultra HNI Clients.

- Maintaining client relationships and generate AUM from these Ultra HNI Clients.

- Advising Affluent/Ultra Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients based on strategic portfolio approach.

- To learn and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios through the various notes shared by product team.

- Fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales and managing Delinquencies by ensuring proper Sales Process.

- Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition within the team.

- To conduct and assist in organising seminars, workshops and other business development activities.

Didn’t find the job appropriate? Report this Job

Posted By

user_img

Himani Wali

Co-Founder at Talengage

Last Login: 12 July 2024

Job Views:  
3847
Applications:  812
Recruiter Actions:  804

Job Code

1435628

UPSKILL YOURSELF

My Learning Centre

Explore CoursesArrow