Maintain and deepen existing client relationships through effective relationship management. Manage a book in excess of USD 40 Million of Large HNWI’s and provide them with high quality Service thus encouraging them to grow with the bank.
Based in Dubai you will be responsible for:
Effectively managing a portfolio comprising of high net worth investors based in different geographies.
Working with the client to identify investments objectives and provide investment advice that suit their risk profile.
Generating new business to ensure revenue & growth targets are met.
Updating and continually maintaining KYC on all clients held in the portfolio.
Gathering up-to-date information on clients' financial background.
Maintaining the one wealth database (or replacement CRM system ) re: all client contact existing
Utilising all available data to build, deepen and maintain existing relationships with clients in order to increase share of wallet and revenue.
A
trade automation, connectivity and compliance solution, the SunGard
Transaction Network (STN) links institutions throughout the financial
services community to facilitate end-to-end transaction processing.
With
more than 4,500 client firms in 60 countries managing more than $12
trillion, Advent has established itself as a leading provider of
mission-critical applications for investment management operations of
all sizes and strategies.
QUMAS
is a global compliance software company offering a complete Enterprise
Governance, Risk and Compliance solution with over 250 customer
deployments.
Belzberg
Technologies has been at the forefront of the electronic trading
evolution from the very beginning, and continues to provide world-class
service, execution and technology to the securities industry.
