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Palak Gosar

HR Consultant at Peoplenomic Consulting firm

Last Login: 08 May 2024

Job Views:  
381
Applications:  93
Recruiter Actions:  30

Job Code

1354518

Wealth Manager - HNI

10 - 25 Years.Dubai/Middle East/Overseas/International
Posted 4 months ago
Posted 4 months ago

We are hiring Wealth RMs' to be based in Dubai with clients and relationships with the Indian Community. One who understands the needs of the clients and is aware of the various aspects of wealth products and can also help them in the tax saving etc. through the investments that are made.

- Instrumental in Increasing the client base, revenue, and market share by adding to the Pool of UHNI, Large Self Trader clients and corporate customers.

- Ensure effective client management and retention by maintaining relationships across the set of HNI clients and Corporate investors.

- Aim to maximize the wallet share of the client through equity and cross sell products like Alternative Investments, Fixed Income, Forex, PMS, AIFs etc.,

- Maintain multi product focus and equally drive Cross Sell Investment Products to attain clients' needs and desired Profitability from Cross Sell segment to existing and new clients.

- Exhibit high level of business acumen to achieve optimum Risk to Reward

- Liaise with internal teams like Risk, Operations etc. for smooth functioning of the business.

Please apply only you are from Dubai.

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Posted By

user_img

Palak Gosar

HR Consultant at Peoplenomic Consulting firm

Last Login: 08 May 2024

Job Views:  
381
Applications:  93
Recruiter Actions:  30

Job Code

1354518

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