Avp/vp Wealth Management
Dubai, United Arab Emirates
Job Description
The role reporting to the MD, will focus on originating and maintaining relationships with clients across HNWI/UHNWI, family offices and institutions.
The responsibilities of the role are as follows:
The candidate should have the following:
Great exposure and multi-billion dollar investment vehicle
The responsibilities of the role are as follows:
- Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment products
- Explaining various products and services to prospective clients
- Serving as a liaison between the organisation and clients, managing accounts and investments, and providing financial services
- Reviewing clients\' current investment portfolios and recommending changes to meet their needs
- Providing financial advice to high net worth individuals and institutions including helping them manage their assets and liabilities
- Providing financial advice and services to clients in order to meet their short-term and long-term financial goals
The candidate should have the following:
- 3-7 years of experience within private banking or wealth management
- At least a bachelor\'s degree in economics/accounting/finance/business management from a well know university
- A good understanding of investment products and asset classes
- A good network of clients across UHNWI/HNWI, family offices and/or institutions
- Strong communication skills
Great exposure and multi-billion dollar investment vehicle
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Job Detail
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Job IdJD1592817
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationDubai, United Arab Emirates
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EducationNot mentioned