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.