Private Wealth Relationship Manager

Company Description

Role Description

• Provide trust servicing insights and cater for clients’ existing and future funding requirements.
• Ensure the transactions or businesses comply with internal and external regulatory framework/guidelines/policies/procedures.
• Responsible for building relationships and networking with existing and new clients.
• To grow a clientele base using internal referrals, clients' referrals, marketing leads and self- generated leads, while maintaining a high standard of service quality and compliance in our industry
• Be proactive to update clients on important matters and events such as news, and newsletter that might affect the relationship
• To build and deepen client relationships and cross service based on clients’ needs.
• To give presentations to clients and work partners.
• Assist in carrying out servicing tasks to meet company objectives, milestones and timelines.
• Share knowledge, skills and experience with team members to guide and assist team development.
• Manages, acquires, grows, and deepens business partners relationships through effective relationship management and total financial solutions.
• To give servicing presentations to clients and business partners.

Qualifications

• Candidate must possess at least a Bachelor's Degree/Post-Graduate Diploma/Professional Degree in Finance/Accountancy/Banking or equivalent.
• Preferably manager specialized in **Banking/Financial Services** or equivalent.
• Strong network of **high net worth (HNW) and ultra high net worth (UHNW)** clientele.
• At least **5 Year(s)** of working experience in the related field is required for this position.
• Required Skill(s): Sales and Communication.
• Required language(s): English

Job Type: Full-time

Application Question(s)

• Do you have experience working in Banking / Financial Services industry?

Experience

• Sales: 4 years (Required)

Location

• Dubai (Required)