About the Job Experience: Minimum 6-7 years of Banking and Wealth/Investment Advisory. Job Responsibilities:
Sourcing new customers for the business and focusing on developing a book/AUM of clients.
Bringing in assigned/target upfront revenue for the business.
Increasing overall assets under management.
Understanding the needs of the end customer & providing appropriate financial solutions.
Handlings of Relationships to aid customers for all wealth requirements.
Identifying and segmenting the target market for potential new business opportunities.
Maintaining regular contact with clients including regular face to face meetings where you will be expected to profile clients risk and return aspirations and deliver portfolio of products.
Adhering to robust control framework ensuring that your communications with clients meet internal control standards and DFSA regulatory requirements.
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