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    Wealth Manager - Dubai, United Arab Emirates - Globaleye

    Globaleye
    Globaleye Dubai, United Arab Emirates

    Found in: Talent AE C2 - 1 day ago

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    Description

    Job Description

    As a Wealth Manager, you must have the ability to manage client relationships and generate new opportunities. You will also have to maintain a proactive and positive working environment, contributing to pulling the team towards shared goals and targets as well as your own.

    Qualifications required

  • Educated to degree level or equivalent
  • Minimum RQF Level 4 e.g. CII Diploma in Regulated Financial Planning or CISI Investment Advice Diploma or equivalent.

    • Essential skills and experience

  • Wealth management or private banking experience with an ability to manage client relationships and generate new opportunities.
  • You must approach your business with integrity, client focus and willing to follow the company's mission statement.
  • You must be ethical with strong written and verbal communication skills.
  • You must be smart, entrepreneurial and driven with a passion to succeed.
  • You must be able to work autonomously with the ability to use your own
  • initiative while having a support framework to point you in the right direction.

    • Key responsibilities

  • Generate new business opportunities through client acquisition strategies
  • Contribute to the success of the business by developing client relationships and gaining referrals where possible
  • As an adviser your primary responsibility will be to ensure that the firm's clients receive the highest level of financial advice and ongoing service
  • Increase income for the business by converting new leads and business opportunities
  • Provide a first class level of customer service at all times that exceeds the client's expectations
  • Consistently comply with legislative, financial, procedural and quality requirements
  • Maintain a proactive and positive working environment, contributing to pulling the team towards shared goals and targets as well as your own
  • Stay informed of the latest industry changes and updates, desire to continue self-development
  • Report where requested to Senior Management in a timely and effective manner
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