Relationship Manager (Wealth Management)
See & Recruit Abu Dhabi
Job Description
Job Title: Relationship Manager (Wealth Management)Client : Global Wealth Management Firm
Job Purpose: To proactively drive client acquisition and advise clients on all aspects of wealth management and asset management products and services in a compliant manner in order to add to the firms profitability.
Key Results Areas: New Client relationship established New Business booked in Private Banking & Asset Management Achieve / Exceed annual agreed revenue objectives Ensure all business is conducted in a strictly compliant manner. Ensure full compliance to policies & procedure.Maintain and update KYC and client files as per company policy and guidance.
Requirement:
10 + years of work experience as relationship manager in the area of Private Banking / Wealth Management. Global Private Banking / Wealth Management product knowledge.
Commercial Bank of Dubai (CBD)Abu Dhabi
in coordination with Corporate Unit Head.
Principal Accountabilities
Work Management
• Maintain and manage an assigned portfolio with existing corporate clients to retain and grow their banking relationships in a profitable manner and in line with assigned...
Latinum HR SolutionsAbu Dhabi
Job Description
Job Title: Relationship Officer SME Financing
Location: Abu Dhabi, UAE
Industry: FinTech / SME Lending
Employment Type: Full-Time
About the Employer
Our client is a rapidly growing FinTech company based in Abu Dhabi, offering...
LendoAbu Dhabi
secure, and transparent access to finance. As we continue to grow, we are seeking a talented Relationship Manager to join our team and play a pivotal role in building and nurturing client relationships. If you're passionate about client engagement...