Wealth Relationship Manager

Mashreq; Dubai; On-site; AED 60,000 - 120,000; Full time

Job summary

Ein etabliertes Finanzinstitut sucht einen dynamischen Relationship Manager, der für die Betreuung und den Ausbau eines Portfolios von vermögenden Kunden verantwortlich ist. In dieser spannenden Rolle werden Sie die finanziellen Ziele des Unternehmens durch gezielte Verkaufsstrategien und exzellenten Kundenservice erreichen. Ihre Fähigkeit, starke Beziehungen aufzubauen und die Bedürfnisse der Kunden zu verstehen, wird entscheidend für den Erfolg sein. Das Unternehmen bietet Ihnen die Möglichkeit, Ihre Karriere in einem dynamischen Umfeld zu entwickeln und gleichzeitig einen bedeutenden Einfluss auf die finanzielle Zukunft seiner Kunden zu haben.

Qualifications

• Mindestens 5-6 Jahre Erfahrung in einer ähnlichen Rolle in den VAE.
• Starke Verkaufs- und Kommunikationsfähigkeiten.

Responsibilities

• Erreichen von finanziellen Zielen durch Cross-Selling und Up-Selling.
• Pflege von Beziehungen zu vermögenden Kunden zur Maximierung der Rentabilität.

Skills

Verkaufskompetenz

Finanzmarktwissen

Interpersonelle Fähigkeiten

Beziehungsmanagement

Netzwerkfähigkeiten

Kommunikationsfähigkeiten

Verhandlungskompetenz

Education

Universitätsabschluss

CISI Level 1 Zertifizierung

Job description

Job Purpose:

• Achieve financial goals set for the role by the business, including x-sell and up-sell of products to existing and new-to-bank customers, aligned with annual and monthly targets.
• Ensure clients are fully aware of all financial services offered by the bank.
• Source new business from HNW Mashreq Gold individuals through referrals, marketing activities, and personal contacts.
• Enhance Mashreq Gold Balance sheet sales and revenues, promoting cross-selling of bank products to all existing clients.
• Provide personalized service to a portfolio of HNW clients to develop close relationships, maximize profitable contributions, and retain their loyalty and respect.

Knowledge, Experience, and Skills:

• Maintain proactive contact with clients to foster relationships and minimize attrition.
• Enhance market profile and awareness of the bank's offerings.
• Safeguard the bank from potential losses, AML fraud, and ensure ethical behavior during and after sales activities.
• Deliver a superior customer service experience, proactively addressing issues.
• Acquire new to bank HNW clients.
• Maximize profitability from the Gold client base while countering competition from other providers offering alternative investments and wealth management opportunities.
• Achieve revenue goals, sales, and portfolio growth targets across various products and services.
• Communicate effectively with HNW clients to identify their financial needs.
• Optimize the value of the client base through the delivery of Mashreq Gold products and services.

Skills / Experience:

• University graduate.
• Strong selling skills and financial markets knowledge.
• Strong interpersonal skills and cultural sensitivity.
• Relationship management and networking skills.
• Extroverted and amiable personality.
• Minimum of 5-6 years experience in a similar role with another bank or financial services provider in the UAE.
• Excellent communication and negotiation skills.
• CISI Level 1 certification.