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Job Specification

  • Number of Vacancies: 1
  • Job Type: Full-time
  • Experience: 3 to 5 years
  • Job Code: JB102148
  • Expiry Date: Dec 01, 2017

Job Summary

  • Functional Area: Wealth Management
  • Job Role: Relationship Manager - Wealth Management
  • Location: Dubai United Arab Emirates

Job Description

  • Acquire HNWI customers through own network and database.
  • Transfer, build liability and AUM portfolio through own network and database.
  • Cross sell banking and wealth management solutions.    
  • Single point contact and dedicated account manager for priority banking customers. 
  • Achieve targets/goals as set by the business at start of each quarter and collectively for the full year. 
  • Maintain consistent and sustainable performance. 
  • Maintain high standards of customer service resulting in increase in customer balances and product cross sell.
  • Acquire new banking customers (Resident and Non-Resident) through own network, database and referrals. 
  • Maintain high standards in customer disclosures and achieving zero customer complaint record. 
  • Ensure consistent and transparent disclosures of fess/charges and risks associated with the banking & wealth management products.
Skills and Qualifications:
  • Masters Degree / PG Diploma in Business Administration 
  • 3-5 years work experience
  • Sound knowledge of global financial markets
  • Understanding of recent developments, opportunities and risks in popular investments markets & products
  • Sound knowledge of life Insurance products like regular savings and protection plans
  • Exposure and excellent working knowledge on computers 
  • Fluent in English (read/write/speak). Arabic language will be an added advantage
  • Good understanding of compliance and regulatory requirements of all products