Location   United Arab Emirates
Sector   Banking
Job Type   Full Time
Date   26/07/2018
Job Ref No   3858

Company Profile

Our client, a Dubai-based bank.

Job Description

Our client, a Dubai-based bank is looking for an Arabic-speaking Relationship Manager for their Wealth Manager with at least 5-6 years of work experience. 

Candidate Profile

Their ideal candidate should:

  • Have 5-6 yers work experience in Wealth Management client acquisition
  • Have experience in invesment products like MF, structured notes, bonds, insurance.
  • Acquire, grow and deepen banking relationships with WM cusyomrs, whilst ensuring adherence to banks policies, ethics and code of conduct.

Their ideal candidate will:

  • Be tasked with sourcing new customers for the Wealth Management business 
  • Focusing on developing a book of clients.
  • Bring in assigned/target upfront revenue for the business.
  • Increase assets under management.
  • Provide & maintain, on an ongoing basis, a daily sales report, figures, forecasting & any other records which may be required by the Team Leader/Cluster Head to keep up-to-date records of sales & performance.
  • Understand the needs of the end customer & providing appropriate financial solutions.
  • Handle of Relationship to aid customer for all his wealth requirements.
  • Ensure customer documentation is complete & in compliance with the bank’s requirements.
  • Manage client relationships to achieve assigned sales revenue and customer acquisition revenue based on the individual’s potential and affinity towards those client segments.
  • Maintain regular contact with clients including regular face to face meetings where you will be expected to profile clients risk and return aspirations and deliver a tailored portfolio of products.
  • Provide a genuine advisory approach to clients thus becoming their first port of call on Wealth Management requirements.