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Acquire new-to-bank clients and fresh money for investment products
Achieve fee income target from sales of investment products
Conduct detailed risk-assessment and suitability assessment of clients and offer products that are aligned to the client's risk profile.
Take responsibility of error-free execution of investment transactions and for resolving client service requests in coordination with Investment Operations, on an ongoing basis.
Manage relationship with investment clients on an ongoing basis and provide regular market and portfolio updates in order to increase engagement with clients and increase investments business
Have a clear understanding of investments business, global capital markets and latest macro-economic trends and developments in the financial markets in order to provide high quality of advice to clients and act as their trusted advisor
Manage the inherent conflict in the job requirement – client needs and risk appetite versus achieving revenue targets
Explore cross-sell opportunities within the investments client base for different products and services of the bank.
Stay updated about Investment Products and Solutions being offered by the bank. Where required, create bespoke solutions in coordination with the Investment Team in Treasury.
Ensure compliance to internal and external regulatory requirements
Bachelor degree in Economics, Finance, Business Management or Science with CISI qualification or equivalent.
5 to 8 years' experience in the investments sales / relationship management
Should have existing UAEN / Arab Expats HNWI / UNHWI Portfolio
Good verbal and written command of English and Arabic ( Prefer)