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Relationship Manager (Farmer)
Mirabaud Group
Dubai, UAE
Full-time
Entry
Onsite
Discovered 2 days ago
Wealth managementClient relationship managementFinancial needs assessmentInvestment solutionsSalesInterpersonal skills
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 solutionsSalesInterpersonal skills
Full Job Posting
Company Description
Mirabaud provides an entrepreneurial and innovative environment within a family-owned banking group.
The group 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.
- Build trust-based relationships through regular and personalized contact.
- Assess clients' financial situations and objectives, with support from a Team Head when needed.
- Provide general wealth management services and formulate integrated solutions.
- Promote bank products and services through tailored investment solutions.
Qualifications
- Degree in Finance or Economics.
- Very good interpersonal skills and a sales-oriented approach.
- Proven track record creating relationships with prospects.
- Fluency in Arabic or Russian.
- Ability to work as a team player, with persistence and persuasion.
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