In this role as Wealth Management Relationship Manager, you will work with personal and business clients to meet their trust, financial planning, investment and insurance needs. As an integral part of the Wealth Management team, you will cultivate new trust and investment opportunities and referrals and build and maintain client relationships. Build relationships with key clients and influencers across the UAE Market, primarily the Abu Dhabi market, seeking referrals to grow your list of clients. Sourcing new customers for the Wealth Management business across the region. Focusing on developing a book of clients. Bring in assigned/target upfront revenue for the business. Increase assets under management. Bring in fresh deposits as per target. To provide & maintain, on an ongoing basis, a daily sales report, figures, forecasting & any other records which may be required by the Team Leader/Head to keep up-to-date records of sales & performance. Understanding the needs of the end customer & providing appropriate financial solutions. To ensure customer documentation is complete & in compliance with the bank's requirements. Looking for candidates across various levels, with 3-10 years of experience in wealth management. CISI qualified preferred. Strong knowledge of financial products and services, with a good understanding of how economic events impact global markets. Excellent experience with Bancassurance products & different Wealth products. Proven experience of working as either a Wealth Manager or Private Banker currently managing a book of HNW clients.
McGregor Boyall is an equal opportunity employer and do not discriminate on any grounds.