Job Description :
Our client, a multinational leading investment company having their operations in DIFC, Dubai requires Senior Relationship Manager.
The candidate must have experience in wealth management / asset / private banking with prior working experience in GCC / UAE region.
Identifying and developing new market opportunities across UAE / GCC.
Determine the products that are most effective in meeting client needs and be able to sell these at short notice both reactively and proactively.
Support the strategic planning process through various initiatives and priorities, and partner with the team to prepare variety of presentations and proposals according to client needs
Follow up all incoming leads, determine the best way of establishing contact with the client to establish their needs and present an appropriate solution.
Build and maintain relationships with key prospects and senior personnel with client and in client organizations
Oversees communication with shareholders and handles shareholder requests for information.
Identify opportunities to increase footprint throughout all covered clients
Documenting and communicating strategy discussions and implementation.
Effectively addressing a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-
free and deferred investments
Partnering with the adviser and implementing a structured client contact strategy and promoting annual guidance reviews Conducting basic guidance preparation discussions with clients that support the overall strategies developed
Exceptional interpersonal communication skills, via telephone and face-to-face consultations
Well-developed analytical and problem-solving skills
Strong interest in wealth management / investment banking and the financial markets
Extensive knowledge of private banking products and services, including credit processes and policies.
Strong relationship management, sales and new business development skills
Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes experience