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Relationship Manager (Farmer)
Mirabaud Wealth Management
Dubai, UAE
Full-time
Onsite
Discovered 2 days ago
Wealth managementClient relationship managementFinancial needs assessmentInvestment solutionsFinancial analysisSales and business development
Free
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Ready to ScanKey skills for this role
Wealth managementClient relationship managementFinancial needs assessment
Role Overview
• Manage and develop a book of existing Clients ;
• Create and build a trust-based relationship with the clients through regular and personalized contacts;
• Ascertain and assess the client's financial situation and overall objectives with the support of a Team Head if needed;
• Provide general wealth management services to the clients, namely by formulating integrated solutions based on the client's objectives.
• Proactively promote the Bank's products and services to clients, by providing them with tailors-made investment solutions.
Key Skills for This Role
Wealth managementClient relationship managementFinancial needs assessmentInvestment solutionsFinancial analysisSales and business development
Full Job Posting
Company Description
Mirabaud is an entrepreneurial and innovative family business with the seventh generation of the Mirabaud family working within the bank.
The organization has more than 700 employees across eight countries and offers career opportunities across an international network.
Job Description
- Manage and develop a book of existing clients.
- Create trust-based relationships through regular and personalized client contact.
- Assess each client's financial situation and overall objectives, with support from a Team Head when needed.
- Provide general wealth management services and formulate integrated solutions based on client objectives.
- Promote the bank's products and services through tailored investment solutions.
Qualifications
- Degree in Finance or Economics.
- Very good interpersonal skills.
- Open and sales-oriented approach.
- Genuine interest in people.
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