to manage and grow client portfolios. The role involves understanding client financial goals, providing investment advice, recommending suitable mutual fund products, and building long-term client relationships.
Key Responsibilities
Manage and grow a portfolio of high-net-worth and retail clients
Assess clients' financial goals, risk profile, and investment horizon
Recommend appropriate
mutual fund schemes
(equity, debt, hybrid, ELSS, SIPs)
Execute mutual fund investments and monitor portfolio performance
Provide regular portfolio reviews and performance reports to clients
Acquire new clients through referrals, networking, and relationship management
Stay updated on market trends, fund performance, and regulatory changes
Ensure compliance with internal policies and regulatory guidelines
Educate clients on investment strategies, asset allocation, and market risks
Required Qualifications
Bachelor's degree in Finance, Business, Economics, or related field
Relevant certifications such as
NISM Mutual Fund Certification
(mandatory/preferred)
4+ years of experience
in wealth management, investment advisory, or mutual fund sales
Proven experience in selling or advising on
mutual fund products
Experience managing client portfolios and achieving investment or revenue targets
Job Types: Full-time, Permanent
Pay: AED10,000.00 - AED20,000.00 per month
Beware of fraud agents! do not pay money to get a job
MNCJobsGulf.com will not be responsible for any payment made to a third-party. All Terms of Use are applicable.