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Part time- Wealth Advisor (Arab and Eastern Europe)

Hauberk Capital
Dubai, UAE
fulltime
Entry
2 months ago
Strategic PlanningMarket AnalysisFinancial ModelingBusiness DevelopmentStakeholder ManagementConsulting
Free

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Strategic PlanningMarket AnalysisFinancial Modeling
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Job Description

  • Responsible for introducing, identifying, and developing client relationships within the HNWI market.
  • Deep knowledge about ultra-high-net-worth clients with a proven track record of developing and growing client relationships.
  • Effective internal and external networking to generate and develop new clients.
  • Attend networking and industry events in the pursuit of new business development opportunities.
  • A consultative approach to serving clients, along with sharing best practices.
  • develop and maintain relationships while proactively evaluating client needs.
  • Identify and develop new potential clients through referrals from existing clients.
  • Direct background and experience in relationship management from a real estate, registered investment advisor, or family office.
  • Job Requirments:
  • A bachelor’s degree is preferred.
  • 1-4 years as a wealth relationships in the luxury industry and products.
  • Excellent proficiency in MS applications (Word, Excel, PowerPoint, etc.)
  • Ability to independently approach the targeting clients from HNWI.
  • Excellent verbal and written communication skills in
  • bilingual (English & Arabic).

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