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Consultant at Wow Softech Pvt. Ltd.
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Wealth Manager - HNI & Ultra HNI - NBFC (5-15 yrs)
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
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
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