The Ideal Candidate will have at least 8 -10 years experience in Banking / asset management and successful track record. As a senior Relationship Manager, you will be required to handle..
1. Client Relationship Management: Building and maintaining strong relationships with clients, understanding their investment needs, and ensuring their satisfaction with the firm’s services.
2. Client Onboarding: Assisting in the onboarding process for new clients, including gathering necessary documentation and ensuring compliance with regulatory requirements.
3. Investment Advice: Providing tailored investment advice and strategies based on clients’ financial goals, risk tolerance, and market conditions.
4. Portfolio Monitoring: Regularly reviewing and monitoring client portfolios, assessing performance, and making recommendations for adjustments as needed.
5. Reporting: Preparing and presenting regular reports to clients on portfolio performance, market trends, and investment strategies.
6. Market Research: Staying updated on market trends, economic changes, and regulatory developments to inform clients and guide investment decisions.
7. Cross-selling Services: Identifying opportunities to offer additional services or products that may benefit the client, thereby enhancing the firm’s revenue.
8. Collaboration with Internal Teams: Working closely with investment analysts, fund managers, and compliance teams to ensure clients receive comprehensive service and support.
9. Client Education: Educating clients about investment options, market conditions, and potential risks associated with different strategies.
10. Feedback and Improvement: Gathering client feedback to identify areas for service improvement and implementing changes to enhance client experience.
Job Type: Full-time

Education:

• Master’s (Required)

Experience:

• asset management: 8 years (Preferred)

Location:

• Dubai (Required)

Please refer the Job description for details