naukri
Wealth or Investment Relationship Manager
Fortune Wealth Advisors LLC SOC
Dubai, UAE
2 7 Years
Onsite
Discovered 1 weeks ago
Wealth managementHigh-net-worth client relationshipsMutual fundsBondsExchange-traded fundsEquities
Free
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Ready to ScanKey skills for this role
Wealth managementHigh-net-worth client relationshipsMutual funds
Key Skills for This Role
Wealth managementHigh-net-worth client relationshipsMutual fundsBondsExchange-traded fundsEquities
Full Job Posting
Candidate Requirements
- Existing book of HNI and HNW relationships.
- Knowledge of mutual funds, bonds, ETFs, equities, and structured products.
- Two to seven years of experience is stated in the source listing.
- Experience in Indian banks with an NRI base and familiarity with the UAE market is welcomed.
Responsibilities
- Cultivate relationships with high-net-worth individuals by understanding financial goals and risk tolerance.
- Develop tailored investment strategies and comprehensive wealth management plans.
- Pursue new business opportunities to expand the client portfolio and drive revenue growth.
- Acquire clients through cold calling, referrals, and networking channels.
- Conduct portfolio reviews and performance analysis, then provide clear client updates.
- Follow compliance regulations and internal policies while safeguarding client assets.
- Provide personalized service, proactive communication, and effective issue resolution.
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