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Vice President, Client Advisor (Senior Relationship Manager) CLICK HERE
DIFC, Dubai
Vice President, Client Advisor (Senior Relationship Manager)
DIFC, Dubai
Organization Overview:
We are a professionally managed firm offering unique investment solutions designed for professional clients, including family offices, corporates, institutions & high net-worth individuals We take pride in building long lasting relationships, with an agenda to drive wealth creation for our clients.
Job Description:
Currently working within a Private Bank, an External Asset Manager, a Multi-Family Office, or aspirational candidate within Priority/ Premier Banking.
Relevant and successful experience dealing with Ultra-High Net Worth Families and/or Individuals (UHNW / Key Clients).
Built a high-quality book of private banking business.
Possess the credibility to cultivate trusting relationships with ultra-high net worth clients and should be entrepreneurial and capable of bringing in new clients/investment relationships and manage activity level to achieve targeted sales revenue. Develop a client portfolio and ensure proactive and quality follow-up of customers.
Manage clients' needs and expectations and provide customized solutions, keeping in mind a holistic approach.
Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation, and safeguarding the company, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
If this is something that excites you, then we would love to hear. Kindly email your CV to anuj@centurywealth.ae.
Relationship Manager CLICK HERE
DIFC, Dubai
Relationship Manager
DIFC, Dubai
Organization Overview:
We are a professionally managed firm offering unique investment solutions designed for professional clients, including family offices, corporates, institutions & high net-worth individuals We take pride in building long-lasting relationships, with an agenda to drive wealth creation for our clients.
Job Description:
Self-driven, aspirational candidates currently working within the Independent Financial Advisors space or Priority/ Premier Banking.
Relevant and successful experience dealing with clients for their wealth management needs.
Built a record of successfully advising on investments with a decent return to the client.
Possess the credibility to cultivate trusting relationships with ultra-high net worth clients and should be entrepreneurial and capable of bringing in new clients/investment relationships and managing activity levels to achieve targeted sales revenue. Develop a client portfolio and ensure proactive and quality follow-up of customers.
Manage clients’ needs and expectations and provide customized solutions, keeping in mind a holistic approach.
Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation, and safeguarding the company, its clients, and assets, by driving compliance with applicable laws, rules, and regulations, adhering to policy, applying sound ethical judgment regarding personal behavior, conduct, and business practices, and escalating, managing and reporting control issues with transparency.
If this is something that excites you, then we would love to hear. Kindly email your CV to anuj@centurywealth.ae.