Senior Wealth Manager - Sales - NBFC

This position is for a leading Indian NBFC having rep office in Dubai.

Only candidates currently in Dubai and proven experience will be considered.

• Candidate with prior experience working in a Wealth Management/Private Banking set up, experienced in driving sales and international dollar denominated product in broader asset class such as Mutual Funds, PMS, Structured Products, Bonds, etc.
• Overall experience of around 3-12 years in the desired role

ROLES & RESPONSIBILITIES :

• The Relationship Manager will be Responsible for acquiring Ultra HNI Clients.
• Maintaining client relationships and generate AUM from these Ultra HNI Clients.
• Advising Affluent/Ultra Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients based on strategic portfolio approach.
• To learn and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios through the various notes shared by product team.
• Fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales and managing Delinquencies by ensuring proper Sales Process.
• Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition within the team.
• To conduct and assist in organising seminars, workshops and other business development activities.