Unicorn HRD Looking for Relationship Manager Wealth at Dubai Full Time

We are looking for Wealth Relationship Manager.

Roles & Responsibilities

• To provide clients a full range of wealth management products, while building long term relationships with the clients.
• To help develop investment strategies for clients to help them achieve their financial goals, while offering advice and information on various investment solutions.
• Generate growth in AUM and revenue that will ensure delivery of the financial plan and achievement of business objectives through effective client acquisition and client portfolio management.
• Ensure proper advisory procedures and documentation while adhering to the internal policies, business processes and external regulatory requirements

Qualifications and Education Requirements

• Prior experience in advising on wealth management products
• Strong knowledge of financial products and services