Wealth Manager / Senior Wealth Manager recruitment

JOB DUTIES AND RESPONSIBILITIES:

• You will be tasked with sourcing new customers for the Wealth Management business of First Gulf Bank.

• Focusing on developing a book of clients.

• Bring in assigned/target upfront revenue for the business.

• Increase assets under management.

• Bring in fresh deposits as per target.

• To provide maintain, on an ongoing basis, a daily sales report, figures, forecasting any other records which may be required by the Team Leader/Cluster Head to keep up-to-date records of sales performance.

• Understanding the needs of the end customer providing appropriate financial solutions.

• Handling of Relationship to aid customer for all his wealth requirements.

• To ensure customer documentation is complete in compliance with the bank’s requirements.

• To help coordinators resolve discrepancies associated to customer documentation.

• Identify and segment the target market for potential new business opportunities.

• Manage client relationships to achieve assigned sales revenue and customer acquisition revenue based on the individual’s potential and affinity towards those client segments.

• Maintain regular contact with clients including regular face to face meetings where you will be expected to profile clients risk and return aspirations and deliver a tailored portfolio of products.

• Provide a genuine advisory approach to clients thus becoming their first port of call on Wealth Management requirements.

• Build relationships with key clients and influencers across the UAE Market, primarily the Abu Dhabi market, seeking referrals to grow your list of clients.

• Adhere to a robust control framework ensuring that your communications with client meet internal control standards and external regulatory requirements

• Ensure Quality and consistent service delivery at all touch points for all clients

• Continuously provide feedback on competitive activities to the product and business team to track market developments.

• Attending product trainings, to be up to-date with the market developments.

• Excellent experience with Bancassurance  products different Wealth products (Mutual Funds, Local Bonds ,Regional Bonds ,Indian Bonds ,European Bonds , Structured Notes, Premier accounts ….etc.)

OTHER RELEVANT EXPERIENCES:

• You should have proven experience of working as either a Wealth Manager or Private Banker who is currently managing a book of HNW clients. Minimum 3 years in Wealth Manager or Private Banking.

• Strong knowledge of financial products and services, with a good understanding of how economic events impact global markets.

• A good knowledge of operational and regulatory environments is essential .

• Fluency in English is a must.