Role and Responsibilities:
– Partner with RMs to acquire, develop relationships & identify
opportunities for HNW clients.
– Provide investment advisory to HNW clients & RMS to meet
client’s desired investment objectives.
– Advise HNW clients to maintain & increase financial wealth by
recommending proper asset allocation within comfort level of risk &
provide innovative investment solutions.
– Identify business growth opportunities through existing HNW clients,
referrals & additional Investment advisory service opportunities.
– Monitor HNW clients’ financial circumstances by tracking changes in
wealth, assess income, expenses, reassessment plans, risk tolerance & develop an investment solutions.
– Create investment portfolios & develop plans that will maintain & increase the client’s wealth based on that individual’s financial situation, goals & comfort level with risk.
– Contribute to building an active & broad book of clients and prospects through a strong & diversified network of business & client contacts.
– Advanced level in Arabic Language.
– Minimum 8 years of experience in the same field in GCC at reputable Banks.