وظائف الأماراتوظائف بيت الامارات

Relationship Officer

Relationship Officer

الوصف الوظيفي

The objective of the role involves providing independent financial advisory to High Net-worth Individual clients for creating, growing and safe-guarding their wealth.

As a Financial Advisor you will be prospecting clients, understanding their investment needs, designing appropriate solutions and advising the most suitable financial products alongside providing life-long partnership.

  • To implement business strategies for achieving organizational goals, across products
  • Primarily responsible for selling India based investment products
  • Must have at least 3 years of proven track record in Broking, Wealth Management and Structured products in India or International markets .
  • Well versed with financial product offerings, both in domestic and international markets
  • Providing advisory services for various financial products like PMS, Mutual Funds, Insurance products, Fixed Income, Structured Products .
  • Should be able to acquire high value relationships of UHNIs, HNI clients, retaining and enhancing advisory services.
  • Must be able to effectively handle client servicing for wealth management needs.
  • To coordinate with relevant teams across organization to handle client queries.

المهارات

  • Must have zeal and enthusiasm to achieve targets set by the organization.

  • Education qualification wise, you will at least have a Bachelor’s Degree or equivalent from a recognized Institution/University in business, management, finance, marketing or commerce.

تفاصيل الوظيفة

منطقة الوظيفة
دبي, الإمارات العربية المتحدة
قطاع الشركة
الخدمات المالية; الاستثمار والضمانات والصناديق المالية; التأمين
طبيعة عمل الشركة
غير محدد
الدور الوظيفي
المبيعات
نوع التوظيف
دوام كامل
الراتب الشهري
غير محدد
عدد الوظائف الشاغرة
5

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