Senior Wealth Growth Advisor

ahlibank; Muscat; On-site; OMR 25,000 - 60,000; Full time

Job summary

ahlibank in Oman seeks a Wealth Management professional to develop and expand the wealth management business, focusing on increasing AUM and generating sustainable fee income. You will analyze client needs and market trends, promote products, and strengthen relationships with high-net-worth clients.

The role requires a Bachelor’s degree in finance or related field and a minimum of five years in wealth management, with insurance product experience considered an advantage.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or related field.
• Minimum 5 years’ experience in Wealth Management.
• Experience selling insurance products is an added advantage.
• Catering to HNWI.
• Deep knowledge in asset classes (Mutual funds/Fixed Income/ETF/etc).

Responsibilities

• Contribute to Wealth Management Strategy by analyzing client needs, market trends, and investment opportunities.
• Support introduction and promotion of new Wealth Management products and investment instruments.
• Drive wealth penetration within existing client portfolio and increase AUM and fee income.
• Develop long-term relationships with high-net-worth clients and market stakeholders.
• Apply a structured sales process using prospecting, needs analysis, solution presentation, and closing.

Skills

Client relationship management

Wealth management

Sales process

Communication

Education

Bachelor’s degree in Finance

Job description

ahlibank in Oman seeks a Wealth Management professional to develop and expand the wealth management business, focusing on increasing AUM and generating sustainable fee income. You will analyze client needs and market trends, promote products, and strengthen relationships with high-net-worth clients.

The role requires a Bachelor’s degree in finance or related field and a minimum of five years in wealth management, with insurance product experience considered an advantage.