Wealth Manager - HNI & Ultra HNI - NBFC

Job Opportunity for Non Banking Financial Company

Designation - Wealth Manager

Preference - from banks or NBFC only

Location - Dubai

Sal - 8000 - 12000 AED

ROLE & RESPONSIBILITIES :

The wealth Manager will have to undertake the following responsibilities :

- Acquiring new HNI & Ultra HNI clients.

- To achieve budgeted targets in terms of number of clients/volume of business & assets.

- To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients- portfolios

- To understand clients- needs & requirements and accordingly position products & services

- To coordinate with product and research team for taking investment decision for the clients

- To recommend strategies clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one point relationship for the client.

PRODUCTS:

- Equity

- Debt

- Alternate Assets

- Real Estate

- Financing Options

Pragya Lakhera
Consultant