bayt.com
Job Description
Create & manage high net worth clients’ investment portfolio by assisting them in preserving and generating wealth. via providing the needed financial information and guide clients to identify and achieve financial objectives.
Resppnsibilties:
1- Sourcing new customers for the Wealth Management business by creating awareness & source opportunities.
2- Conduct effective meetings to discover the customer’s needs and risk tolerance
3- Guide clients to set financial objectives & help them achieve it
4- Explain the bank financial products and services.
5- Execute & follow up on signed deals & clients requests.
6- Conduct periodic reviews & portfolio evaluations.
7- Increase AUM by offering suitable investment products & achieve the sales & activities set target
8- Provide & manage the bank investment services while abiding by the set process & guidelines.
9- Provide exceptional customer service & handle the phone calls and reply the enquiries from customers.
10- Manage portfolio & develop long-term banking relationships with customers.
11- Cross sell Bank al Etihad products & services.