Finance Expert - Wealth Management - united arab emirates - beBeeInvestments

Wealth manager role for HNI/UHNI clients requiring minimum 5+ years of experience. Key responsibilities include portfolio management, client engagement and revenue growth. · NISM V-A certification · IRDA certification · NISM XXI-A certification · ...

Support the distribution of Treasury investment and structured products to wealth clients through close coordination with Relationship Managers. · ...

The role is responsible for driving client acquisition and managing relationships within the Priority and Private Banking segments. · The RM will source and cross-sell wealth management and liabilities products contributing to the growth of the bank's portfolio and overall front ...

About Team Emirates Islamic Wealth Management provide wealth management services to various Emirates Islamic Businesses Including PB PRB WB and Retail Banking The aim is to assist Affluent HNW and UHNW clients by defining their strategic goals and offering specialized and tailore ...

The Role of Relationship Manager involves driving client acquisition and managing relationships within Priority and Private Banking segments. It includes sourcing high-net-worth individuals (HNWIs) locally and internationally. · Proactively source NTB clients within Priority & Pr ...

+Job summary · The role is responsible for driving client acquisition and managing relationships within the Priority and Private Banking segments. · +QualificationsStrong understanding of wealth management products, private banking services, and liability solutions. · Minimum of ...

Lead the wealth management sales function for Treasury products driving penetration of investment and structured solutions across affluent and high-net-worth segments in collaboration with Relationship Managers. · ...

Wealth Specialist manages and promotes investment products to Retail Banking Clients. · Assists Affluent clients by defining their strategic goals and offering specialized solutions. · ...

The Head of Wealth Platforms Innovation & Digital Assets is a senior business leader within the Wealth Management division responsible for driving digital strategy platform enablement and commercial performance of all wealth platforms across Retail Private Banking and ADIB Securi ...

To support and drive the growth of our Asset Management business across the GCC region by servicing existing clients and actively contributing to new business development. · ...

The incumbent will be responsible for managing and promoting investment products.This includes working closely with Relationship Managers to manage client profiling sales process for investment Takaful products training Relationship Managers on selling portfolio management for in ...

Drive Treasury product penetration, revenue growth, and advisory quality across assigned Retail and Wealth client portfolios. · ...

Manage end-to-end investment / insurance sales for Business Banking Manage opportunities and harvest all referrals for Investment sales for BB Team Presenting opportunities value of Investment products to clients of BB Educate present Investment ideas opportunities need analysis ...

Manage end-to-end investment / insurance sales for Business Banking · ...

This Manager will support the Wealth Management Products Team in achieving strategic objectives by developing and launching new Capital Markets products with a focus on Sukuk Structured Products and FX Solutions. · ...

The Head of Client Service unit is one of the leadership roles in Private Banking. · Handling a team of Customer Service Managers who are tagged to RMs and Clients · ...

Originate bespoke lending and financing solutions for Corporate, FI, Government and Wealth clients. Deliver tailored balance-sheet and off-balance-sheet structures such as structured loans. · ...

Lead and expand the leveraged Treasury sales business covering approved margin FX, leveraged structured deposits, and other eligible leverage-based solutions for qualified Retail and Wealth clients. · Bachelor's/Master's in Finance or Economics; ACI, CFTe, or CFA preferred. · 8–1 ...

The Head of Finance – Retail Banking will be responsible for providing insightful accounting, governance, controls, · ...

Managing the Priority Gold Center team toward grasping new business opportunities and deepen existing relationships. · Key Accountabilities of the role include Client/ Business Acquisition Team Management Channels Cooperation Management of service delivery Control and Risk Mitiga ...

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Senior Institutional Sales Executive (Remote) · We drive significant growth for our partner by acquiring high-quality leads from both high-net-worth individuals and institutional c ...