Wealth Relationship Manager

Wealth Relationship Manager
Bank al Etihad, Jordan

Experience
1 Year
Salary
0 - 0
Job Type
Job Shift
Job Category
Traveling
No
Career Level
Telecommute
No
Qualification
As mentioned in job details
Total Vacancies
1 Job
Posted on
Jun 7, 2021
Last Date
Jul 7, 2021
Location(s)

Job Description

Manage high net worth clients by offering financial advice; conduct financial planning, investment management, and assist in preserving and generating wealth. via providing financial planning and investments advisory cycle across the assigned customers' portfolio to achieve set objectives.

Requirements

  • Sourcing new customers for the Wealth Management business by creating awareness amp; source opportunities. Conduct
  • effective meetings to discover the customer's profile, needs amp; aspirations. Diagnose the customer's situation amp; financial
  • gaps to start building the recommendation report.
  • Advising clients on financial products and services. Execute amp; follow up on signed deals amp; clients requests.
  • Conduct periodic reviews amp; portfolio evaluations.
  • Increase AUM by offering suitable investment products amp; achieve the sales amp; activities set target
  • Conduct financial planning services while abiding bank al Etihad wealth sales process amp; guidelines.
  • Provide exceptional customer service amp; handle the phone calls and reply the enquiries from customers.
  • Manage portfolio amp; develop long-term banking relationships with customers.
  • Cross sell Bank al Etihad products amp; services.

Job Specification

Job Rewards and Benefits

Bank al Etihad

Information Technology and Services - Amman, Jordan
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