JOB DESCRIPTION
Responsibilities:
• Ensure high standards of private wealth management customer service and relationship management.
• Primarily focus on developing institutional, ultra high net worth and very high net worth individuals into long-term clients.
• Contribute to building an active and broad book of clients and prospects through a strong and diversified network of business and client contacts.
• Perform investment sales and cross-selling activities for the client comprising of asset management (mutual funds, private equity, capital-protected notes, structured products), investment banking (bonds, sukuks, convertibles, private equity, IP0s), treasury (FX, structured products) and branch (deposits) products.
Requirements:
• Bachelor's and Master's degree in Finance or equivalent.
• At least 10 years in a related field with at least 3 years experience in a similar position in Abu Dhabi, with relevant exposure to Private Banking, Wealth Management and Brokerage in addition to Asset Management and Funds.
• Must be fluent in English; however Arabic is not essential.
Additional Information
Posted By: Gulf Jobs Service
Email: tom.perksgulfconnexions.com
Category Job Classification -> Accounts / Finance
Experience Required : Jobs by Experience -> 10 to 15 Years
Gender Any
Location Abu Dhabi
Country Jobs by Location -> UAE
Contact Address: Not mensioned
Contact Numbers: Not mensioned
Responsibilities:
• Ensure high standards of private wealth management customer service and relationship management.
• Primarily focus on developing institutional, ultra high net worth and very high net worth individuals into long-term clients.
• Contribute to building an active and broad book of clients and prospects through a strong and diversified network of business and client contacts.
• Perform investment sales and cross-selling activities for the client comprising of asset management (mutual funds, private equity, capital-protected notes, structured products), investment banking (bonds, sukuks, convertibles, private equity, IP0s), treasury (FX, structured products) and branch (deposits) products.
Requirements:
• Bachelor's and Master's degree in Finance or equivalent.
• At least 10 years in a related field with at least 3 years experience in a similar position in Abu Dhabi, with relevant exposure to Private Banking, Wealth Management and Brokerage in addition to Asset Management and Funds.
• Must be fluent in English; however Arabic is not essential.
Additional Information
Posted By: Gulf Jobs Service
Email: tom.perksgulfconnexions.com
Category Job Classification -> Accounts / Finance
Experience Required : Jobs by Experience -> 10 to 15 Years
Gender Any
Location Abu Dhabi
Country Jobs by Location -> UAE
Contact Address: Not mensioned
Contact Numbers: Not mensioned
