wealth manager

HSBC

<div></div><div><div><div><div><div><div><div><div><div><div>Job description
</div><div><p>Financial Planning Manager, Wealth (0000LODV)</p><p>
Some careers have more impact than others.</p><div>
If you&rsquo;re looking for a career where you can make a real impression, join HSBC and discover how valued you&rsquo;ll be.<br>
HSBC International Wealth and Premier Banking aims to be the international bank of choice for affluent customers, supporting their domestic and international banking, and holistic wealth management needs. We provide a leading premium proposition through Premier Banking and, together with our Global Private Bank, are present across the world&rsquo;s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance.<br>
The role is a client facing role managing our highest value clients where professionalism, client focus and a broad understanding of the fundamentals of financial planning are critical to the success of the business. The role is required to fulfil wealth needs of clients directly based on referrals, through wealth products and services directly to client.<br>
In this role, you will:<br>
<ul><li>To provide financial planning service to both new and existing customers by identifying customer's needs, and where appropriate, proposing solutions and services to fulfill those needs through &quot;regulated&quot; products available through the Group and third parties.</li><li>Achieve Sales Performance Standards &amp; Key Performance Indicators in a compliant manner</li><li>Support and work closely in partnership with PRMs in the achievement of the plan, both country AOP and their own Key Performance Indicator's.</li><li>Review the portfolio regularly to ensure the solutions are still suitable to meet clients&rsquo; needs and embed client loyalty by meeting their needs either directly or through oather internal business partners.</li><li>Identify opportunities for wealth reviews and deliver wealth solutions as an advisor.</li><li>Assist Area Senior Managers / Premier Wealth Sales Managers in lead generation and co-ordinate branch sales planning and development of branch sales force</li><li>Provide clients with an outstanding service proposition based on professional relationship management and outstanding service, adhering to global service standards.</li></ul></div><br>
</div></div></div></div></div><div><div><div><div><div>Requirements
</div><div><div>To be successful in the role, you should meet the following requirements:<br>
<ul><li>Graduation degree is a must to secure a UAE Visa and Work Permit.</li><li>Hold qualifications as per SCA requirements (e.g. Introduction to Securities &amp; Investments, UAE Financial Rules &amp; Regulations, Risk in Financial Services &amp; International Certificate in Wealth and Investment Management).</li><li>Minimum of three years proven and progressive financial services and/or retail sales experience or equivalent</li><li>Evidence of strong sales results in insurance and investment products</li><li>Relationship management experience with high net worth clients</li><li>Strong technical skills in wealth management</li><li>Strong sales orientation, networking and portfolio management skills</li><li>Sound knowledge of financial services products and services and the client relationship management system</li><li>Excellent interpersonal skills and communication skills both verbal and written.</li><li>Highly business and target focused.</li><li>Excellent technical skills in, Investment areas.</li><li>Ability to build strong relationships.</li><li>Local regulatory &amp; license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by country</li><li>Clear view on how to work with Compliance, Credit &amp; Risk and Internal Control to ensure a balanced risk operating environment</li></ul></div><p>
For further details and application information please visit our careers site, searching under reference number 0000LODV.</p><p>
You&rsquo;ll achieve more at HSBC.<br>
www.hsbc.com/careers<br>
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.<br>
We believe diversity brings benefits for our customers, our business and our people. Different ideas and perspectives help us innovate, manage risk and grow the business in a sustainable way. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.</p><p>
Issued by The Hong Kong and Shanghai Banking Corporation Limited.</p></div></div></div></div></div></div></div></div></div></div><p></p>

Financial planning Manager, Wealth

Deutsche Bank

<div>
 <strong>
  Position Overview
  <br/>
  <br/>
 </strong>
 <strong>
  Details of the Division and Team:
  <br/>
  <br/>
 </strong>
 Deutsche Bank Private Bank is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management. As a trusted partner of wealthy individuals and entrepreneurs, family offices and foundations, we create lasting value for clients. We specialize in developing bespoke solutions for our clients around the world, for instance wealth planning across successive generations and international borders, asset management with individual risk management, loans and deposits. All this is possible thanks to our global network, our many years of experience and our close collaboration with the Corporate Bank, Investment Bank and DWS. We aim to become a highly competitive global wealth manager by combining financial strength and stability with trustworthy partnership and forward-thinking in order to build sustainable and beneficial client relationships. As a growth business for Deutsche Bank, we contribute towards building a more balanced, less capital intense and stable business model for the bank.
 <br/>
 <br/>
 The Relationship Manager is a primary point of contact for clients to access the entire suite of wealth management capabilities and solutions offered by Deutsche Bank Private Bank. This is achieved by working in close partnership with the Investment Manager in the day-to-day planning and servicing for the client. The individual is responsible for acquiring new clients - which are in line with the business proposition of the bank - and assets as well as grow existing business relationships, assuring a holistic and high-standard client experience.
 <br/>
 <br/>
 <strong>
  What we will offer you:
  <br/>
  <br/>
 </strong>
 A healthy, engaged and well-supported workforce are better equipped to do their best work and, more importantly, enjoy their lives inside and outside the workplace. That&rsquo;s why we are committed to providing an environment with your development and well-being at its center.
 <br/>
 <br/>
 <strong>
  Your key responsibilities:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Develop, manage and maintain overall relationship with the client, providing an holistic client experience
  </li>
  <li>
   Be the first point of contact and the overall responsible person with regard to dealing with client complaints
  </li>
  <li>
   Develop new business with new and existing clients, spending a great proportion of time focused on bringing in new clients and new assets (prospecting), building and sustaining long-term relationships
  </li>
  <li>
   Work as a team with the Investment Manager (and the Institutional Wealth Partner where appropriate) to build deeper client relationships / involve in origination
  </li>
  <li>
   Keep day-to-day responsibility for advising clients within the required regulatory framework and keeping abreast of all client-impacting initiatives from the respective market
  </li>
  <li>
   Proactively identifying client lending / financing needs, involving lending specialists to further develop the opportunity
  </li>
  <li>
   Perform continuous market analysis to identify potential client leads and opportunities
  </li>
  <li>
   Act as the Accountable Client Owner with responsibility for all AML aspects of the client relationship; this includes KYC in good quality and in a timely manner (no overdues) as well as account behavior, i.e. transactions with focus on 3rd party transactions constituting transfers in and out to be in line with purpose and anticipated behavior of the account(s).
  </li>
  <li>
   Where clients are not assigned an Investment Manager, own the overall suitability and appropriateness for client investments; taking client execution orders where required and ensuring that all corresponding checks are performed
  </li>
  <li>
   Participate in relevant client social events as well as in PR and other marketing activities
  </li>
  <li>
   Uphold the team&rsquo;s operating rhythm (e.g. regular prospect review, pipeline review, account planning, etc.), leading by example and demonstrating role-model behavior
  </li>
  <li>
   Work in close co-operation with other coverage, product and support functions to deliver DB&rsquo;s value proposition, leveraging also other DB divisions where possible
  </li>
  <li>
   Actively support the business / growth strategy, plans and values, contributing to the achievement of a high performing team
  </li>
  <li>
   Act within professional, legal and ethical boundaries and guidelines, observing all internal and external compliance regulations and code of ethics and conduct; flagging and managing reputational risks and conflicts issues
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Your skills and experience:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Minimum 7/10/15 years of relevant wealth management experience for VP/Director/Managing Director
  </li>
  <li>
   Solid network of clients in the target coverage market is required, specifically Non-Resident Indians
  </li>
  <li>
   Fluency (written and oral) in English and other languages used in the target coverage market required for daily business processing and client communication
  </li>
  <li>
   Detail orientation on both strategy and execution
  </li>
  <li>
   Excellent communication skills
  </li>
  <li>
   Excellent collaboration skills
  </li>
  <li>
   Superior investment acumen
  </li>
  <li>
   Have a good understanding of the governing regulatory framework (e.g. RDR, MiFID II, etc.), including but not limited to applicable confidentiality / secrecy / data protection regulations and cross border rules where relevant
  </li>
  <li>
   Professional integrity
  </li>
  <li>
   For experienced hire, solid network of clients in the target coverage market is required
  </li>
  <li>
   Self-starter
  </li>
  <li>
   Willing and able to develop other staff, e.g., analysts
  </li>
  <li>
   CFA, MBA degree or other advanced degree a plus
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  About us and our teams:
  <br/>
  <br/>
 </strong>
 Deutsche Bank is the leading German bank with strong European roots and a global network. Click here to see what we do.
 <br/>
 <br/>
 Our values define the working environment we strive to create &ndash; diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.
 <br/>
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 We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures, countries, races, genders, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation.
</div>


Private Bank - Relationship Manager, Global South Asia - Vice President/Director/Managing Director

ahlibank

<div>
 <p>
  <strong>
   SUMMARY OF ROLE
   <br/>
  </strong>
 </p>
 <p>
  The purpose of this role is to develop the Wealth Management business by increasing wealth penetration within the existing portfolio, propose new tie up with investment vendors that will result in increasing generated fee income, marketing vendors, increase AUM, and enhancing the overall quality of service &amp; performance of the business.
  <br/>
 </p>
 <p>
  <strong>
   KEY RESPONSIBILITIES
   <br/>
  </strong>
 </p>
 <p>
  <strong>
   Contribute to Wealth Management Strategy:
   <br/>
  </strong>
 </p>
 <p>
  Assist in developing and executing the Wealth Management strategy for ABO clients by analyzing client needs, market trends, and investment opportunities to align with the Bank&rsquo;s objectives.
  <br/>
 </p>
 <p>
  <strong>
   Support Product &amp; Investment Offerings:
   <br/>
  </strong>
 </p>
 <p>
  Assist in the introduction and promotion of new Wealth Management products, services, and investment instruments tailored to ABO clients&rsquo; financial goals and risk appetite.
  <br/>
 </p>
 <p>
  <strong>
   Portfolio Growth &amp; Revenue Generation:
   <br/>
  </strong>
 </p>
 <p>
  Drive wealth penetration within the existing client portfolio by identifying cross-selling and up-selling opportunities, with the objective of increasing Assets Under Management (AUM) and generating sustainable fee income.
  <br/>
 </p>
 <p>
  <strong>
   Market &amp; Client Relationship Building:
   <br/>
  </strong>
 </p>
 <p>
  Develop and strengthen long-term relationships with high-net-worth clients and key market stakeholders to enhance the Bank&rsquo;s positioning and capture new business opportunities.
  <br/>
 </p>
 <p>
  <strong>
   Disciplined Sales Execution:
   <br/>
  </strong>
 </p>
 <p>
  Apply a structured and disciplined sales process, including prospecting, needs analysis, solution presentation, and closing, while ensuring follow-up to maximize client satisfaction and business results.
  <br/>
 </p>
 <p>
  <strong>
   High-Quality Client Service:
   <br/>
  </strong>
 </p>
 <p>
  Deliver exceptional client experiences by providing personalized advice, proactive communication, and timely resolution of client queries and requests.
  <br/>
 </p>
 <p>
  <strong>
   In-Depth Product Knowledge:
   <br/>
  </strong>
 </p>
 <p>
  Demonstrate strong knowledge of Wealth Management products, global markets, and financial instruments, enabling the provision of sound investment recommendations and financial planning advice.
  <br/>
 </p>
 <p>
  <strong>
   Compliance &amp; Risk Management:
   <br/>
  </strong>
 </p>
 <p>
  Ensure strict adherence to compliance standards, regulatory requirements, and internal risk management policies in all client interactions and transactions.
  <br/>
 </p>
 <p>
  <strong>
   Sales &amp; Performance Reporting:
   <br/>
  </strong>
 </p>
 <p>
  Maintain accurate and timely documentation of client meetings, sales calls, and business development activities to support performance tracking and management reporting.
  <br/>
  <br/>
  <br/>
 </p>
 Requirements
 <br/>
 <br/>
 <p>
  <br/>
 </p>
 <ul>
  <li>
   A Bachelor&rsquo;s degree in Finance, Economics, Business, or a related field is required.
   <br/>
  </li>
  <li>
   Minimum 5 years&rsquo; experience in Wealth Management
   <br/>
  </li>
  <li>
   Experience in selling insurance products is an added advantage
   <br/>
  </li>
  <li>
   Catering to HNWI
   <br/>
  </li>
  <li>
   Deep knowledge in various asset classes (Mutual funds/Fixed Income/ETF/etc)
   <br/>
  </li>
 </ul>
 <p>
 </p>
</div>


Wealth Advisor

Doctor wealth Financial Services Pvt Ltd

<p>Job Description: Relationship Manager (Mutual Funds, Demat Accounts, Insurance)<b>Role Overview:</b></p><p>A Relationship Manager (RM) in the financial services industry is responsible for managing and building strong relationships with clients to offer them personalized financial advice and solutions. The RM handles various investment and financial products such as mutual funds, demat accounts, insurance, and other financial instruments, ensuring that clients' financial goals and risk appetite are met through tailored solutions.</p><p><b>Key Responsibilities:</b></p><ul><li><b>Client Relationship Management:</b></li><li>Act as the primary point of contact for clients, managing relationships and providing ongoing support.</li><li>Maintain and grow relationships with existing clients while identifying potential new clients through referrals, networking, or direct outreach.</li><li>Conduct regular meetings and reviews with clients to understand their financial needs, goals, and concerns.</li><li><b>Product Knowledge and Advisory:</b></li><li>Provide expert guidance on investment products like mutual funds, equities, insurance, and other financial services such as demat accounts.</li><li>Assess the client&rsquo;s risk appetite and financial objectives to recommend suitable investment products.</li><li>Keep clients informed about market trends, regulatory changes, and new product offerings.</li><li><b>Financial Planning and Wealth Management:</b></li><li>Analyze client portfolios and offer strategic advice to optimize returns and minimize risks.</li><li>Create personalized financial plans and investment strategies, ensuring alignment with the client's financial goals.</li><li>Regularly monitor the performance of client investments and suggest rebalancing when needed.</li><li><b>Sales and Cross-Selling:</b></li><li>Drive sales of financial products, including mutual funds, insurance policies, demat accounts, and other wealth management services.</li><li>Cross-sell products based on the client's financial needs, promoting relevant products to add value to the client&rsquo;s portfolio.</li><li>Achieve sales targets and contribute to the overall growth of the company's revenue.</li><li><b>Compliance and Documentation:</b></li><li>Ensure adherence to regulatory and compliance requirements in all client transactions and investment recommendations.</li><li>Maintain accurate and updated records of client portfolios, financial plans, and transaction histories.</li><li>Assist clients in documentation for account openings, transactions, and other formalities related to financial services.</li><li><b>Market Research and Updates:</b></li><li>Stay updated on the latest market trends, financial products, and regulatory changes.</li><li>Research and analyze market data to provide accurate advice to clients, ensuring they remain informed about investment opportunities and risks.</li><li>Communicate product knowledge and updates clearly to clients, aiding in informed decision-making.</li><li><b>Customer Service Excellence:</b></li><li>Provide prompt and professional customer service to address client queries, resolve issues, and ensure client satisfaction.</li><li>Develop trust-based relationships by being a reliable and proactive financial advisor.</li><li>Solicit feedback and continuously improve services to meet client expectations.</li></ul><p><b>Key Skills and Competencies:</b></p><ul><li><b>Product Knowledge:</b> Deep understanding of mutual funds, insurance products, demat accounts, and other financial instruments.</li><li><b>Communication Skills:</b> Excellent verbal and written communication skills to explain complex financial concepts clearly.</li><li><b>Customer-Centric Approach:</b> Strong interpersonal skills and a client-first attitude.</li><li><b>Analytical Thinking:</b> Ability to analyze market data and client portfolios to provide actionable financial advice.</li><li><b>Sales Acumen:</b> Proven ability to meet sales targets through effective relationship-building and cross-selling strategies.</li><li><b>Problem Solving:</b> Strong problem-solving skills to address client concerns and provide tailored financial solutions.</li><li><b>Attention to Detail:</b> Accuracy in managing financial records and ensuring compliance with regulations.</li></ul><p><b>Qualifications:</b></p><ul><li>Bachelor&rsquo;s degree</li><li>Previous experience (2-5 years) in handling mutual funds, demat accounts, insurance, or other financial products in a similar relationship management or sales role. Freshers also considerable.</li></ul><p>Job Type: Full-time</p><p>Pay: &#8377;12,500.00 - &#8377;25,000.00 per month</p><p>Work Location: In person</p><p>Expected Start Date: 01/09/2025</p>

Relationship manager

Elite Properties India & UAE

<p>Property Investment Consultant (Luxury Real Estate Consultant)</p><p>Location: Mani Casadona, West Tower, 4th Floor, New Town, Kolkata</p><p>Company: DVAM REAL ESTATE LLC/ELITE PROPERTIES INDIA (Luxury Real Estate Division)</p><p>Contact- 8584874282</p><p>About Us</p><p>We are a growing luxury real estate investment firm, collaborating with leading developers such as PS Group, Merlin Group, Siddha, DLF, Godrej, Emami, Ambuja Neotia, and more. Our focus is on delivering premium property investment opportunities to HNI and NRI clients who seek long-term value and strong ROI in Kolkata&rsquo;s most exclusive projects.</p><p>Role Overview</p><p>We are seeking dynamic and ambitious professionals with strong client relationship and sales acumen to join our team as Senior Property Investment Advisors. The role involves building trusted relationships with High-Net-Worth Individuals (HNIs), NRIs, and premium investors, guiding them in luxury property acquisition, and ensuring smooth end-to-end investment journeys.</p><p>Key Responsibilities</p><ul><li>Identify and acquire new clients (HNIs, NRIs, investors) for luxury real estate projects.</li><li>Build and maintain long-term client relationships through consultative selling and personalized service.</li><li>Promote and market high-end residential and commercial properties in collaboration with top developers.</li><li>Conduct property presentations, site visits, and investment consultations.</li><li>Manage the entire sales cycle &mdash; from lead generation and cold calling to deal closure.</li><li>Provide clients with insights on investment returns, property appreciation, and market trends.</li></ul><p>Desired Candidate Profile</p><p>We are open to candidates from luxury service-driven industries, including:</p><ul><li>Real Estate: Sales Consultants, Property Advisors, Relationship Managers.</li><li>Hospitality (5&#9733; / 7&#9733; Hotels &amp; Resorts): Guest Relations, Sales &amp; Customer Experience Managers.</li><li>Banking &amp; Finance: Wealth Managers, Relationship Managers handling HNI/NRI portfolios.</li><li>Aviation: Cabin Crew / Client Service Managers with premium customer engagement experience.</li></ul><p>Skills &amp; Competencies:</p><ul><li>Strong communication, negotiation, and presentation skills.</li><li>Ability to connect with high-value clients and provide a premium advisory experience.</li><li>Passion for sales, client acquisition, and achieving performance targets.</li><li>Confidence to manage high-ticket transactions with professionalism.</li></ul><p>Perks &amp; Benefits</p><ul><li>Opportunity to represent premium projects from India&rsquo;s top developers.</li><li>Attractive salary + performance-based incentives.</li><li>Career growth in luxury real estate investment advisory.</li><li>Professional training &amp; support from industry experts.</li></ul><p>Employment Type</p><p>Full-time | On-site (New Town, Kolkata)</p><p>How to Apply</p><p>If you are passionate about luxury sales, client relationship management, and high-value investments, we&rsquo;d love to connect with you.</p><p>Please apply directly with your updated CV / portfolio- <b>8584874282</b></p><p><b>PRIYA SAWARN</b></p><p><b>GLOBAL HR &amp; ADMIN MANAGER</b></p><p>Real Estate Sales, Property Consultant, Luxury Property, Client Relationship Manager, Wealth Manager, Investment Advisor, HNI/NRI Clients, Sales Executive, Real Estate Kolkata, Premium Property Investment.</p><p>Job Types: Full-time, Permanent</p><p>Pay: &#8377;360,000.00 - &#8377;1,500,000.00 per year</p><p>Benefits:</p><ul><li>Cell phone reimbursement</li><li>Commuter assistance</li><li>Health insurance</li><li>Internet reimbursement</li><li>Leave encashment</li><li>Life insurance</li><li>Paid sick time</li><li>Paid time off</li><li>Provident Fund</li></ul><p>Experience:</p><ul><li>Real estate sales: 1 year (Preferred)</li><li>CLIENT ACQUISITION: 1 year (Preferred)</li><li>HIGH END SELLING: 1 year (Preferred)</li><li>HOSPITALITY SALES: 1 year (Preferred)</li><li>Aviation: 1 year (Preferred)</li><li>B2C: 1 year (Preferred)</li><li>NRI  &amp; HNI A/C MANAGEMENT: 1 year (Preferred)</li><li>PROPERTY INVESTMENT CONSULTANT: 1 year (Preferred)</li><li>LUXURY REAL ESTATE SALES: 1 year (Preferred)</li><li>LUXURY AUTOMOBILE SECTOR: 1 year (Preferred)</li><li>HNI CUSTOMER ACQUISITION: 1 year (Preferred)</li></ul><p>Language:</p><ul><li>English (Required)</li></ul><p>Work Location: In person</p>

Property Investment Consultant

Al Mizan Realty Developers L.L.C.

<p><b>Job Title </b>: Investment Advisor &ndash; Family Office</p><p><b>Location:</b> Dubai, UAE</p><p><b>Experience</b> : 3&ndash;5 years</p><p>Employment Type: Full-time</p><p><b>About the Role</b></p><p>We are seeking an analytical, and relationship-driven <b>Investment Advisor</b> to join our prestigious family office. This role requires a deep understanding of global financial markets, asset allocation strategies, and the unique dynamics of managing generational wealth. The ideal candidate will be responsible for advising on investment decisions, preserving capital, and aligning financial strategies.</p><p><b>Key Responsibilities</b></p><ul><li>Develop and execute tailored investment strategies across asset classes including equities, fixed income, private equity, real estate, and alternative investments</li><li>Conduct in-depth market research and due diligence on investment opportunities</li><li>Monitor portfolio performance and provide regular reporting to family stakeholders</li><li>Collaborate with external fund managers, banks, and financial institutions to source and evaluate opportunities</li><li>Ensure alignment of investment decisions with the family&rsquo;s risk , liquidity needs, and legacy goals</li><li>Maintain strict confidentiality and uphold the highest standards of fiduciary responsibility</li><li>Stay abreast of macroeconomic trends, regulatory changes, and geopolitical developments impacting investments</li></ul><p><b>Qualifications &amp; Skills</b></p><ul><li>Bachelor&rsquo;s degree in Finance, Economics, or related field (CFA, CAIA, or MBA preferred)</li><li>3&ndash;5 years of experience in investment advisory, preferably within a family office, private bank, or wealth management firm</li><li>Strong analytical and quantitative skills with experience in portfolio, stocks &amp; investment, equity, research and financial modeling</li><li>Excellent communication and interpersonal skills, with the ability to build trust and credibility</li><li>Familiarity with global investment vehicles and regulatory frameworks</li><li>Discretion, integrity, and a client-first mindset</li></ul><p>Job Type: Full-time</p>

Investment Advisor

Commercial Bank of Dubai

<div><div><div><div><div>Description</div>
<div><div>Operating in the UAE for over 50 years, CBD manages the financial requirements of some of the largest corporates and businesses operating in the country, driving the UAE economy. Over the years, CBD has transformed into a progressive and modern banking institution winning multiple awards for its digital initiatives, credit cards, bank accounts, mobile app features and services.</div><div></div><div><br>
CBD has been recognized as the number one bank in the UAE on the Forbes list of The World&rsquo;s Best Banks 2022.</div><div></div><div><br>
As we continue to build upon our successes, we are looking for ambitious individuals who are passionate about the banking and finance industry and the markets in which CBD operates. Just as important to us is your ability to demonstrate a talent for dealing with people - your colleagues and our customers and delivering service that really goes the extra mile.</div><div></div><div><b><br>
Job Purpose:</b></div><div></div><div><br>
To efficiently manage, grow and advise a portfolio of Ultra High Net Worth clients, providing them with the highest quality service and advice. Working with clients to evaluate their financial data and investment objectives in order to recommend and implement the most appropriate investment strategy</div><div></div><div><b><br>
Principal Accountabilities:</b></div><div><b>
&#65279;</b></div><div></div><div><b><br>
Planning:</b></div><div></div><div><br>
Devise and implement realistic annual business plan in aid of achieving annual financial targets</div><div></div><div><b><br>
Target achievement:</b></div><div></div><div><br>
Achieve assigned monthly sales and service targets.</div><div></div><div><b><br>
Client Service<br>
</b></div><div></div><br>
<div>Provide the highest quality service by building, maintaining and growing relationships with clients.</div><div></div><div><br>
Meet and work with clients to evaluate their financial data and investment objectives in order to recommend &amp; implement the most appropriate investment strategy and understand each client&rsquo;s financial objectives and provide tailor made services.</div><div></div><div><br>
Responsible for immediate closure of all queries and issues of the wealth customers related to banking products and services.</div><div></div><div><b><br>
Reports:<br>
</b></div><div></div><br>
<div>Responsible to provide monthly client portfolio reports to management.</div><div></div><div><b><br>
Interdepartmental Coordination:</b></div><div>
&#65279;</div><div>
Actively liaise with various departments to provide and gain leads for prospective business and new clientele. Coordinate with the Legal to verify all customer contracts.</div><div></div><div><br>
Ensure all departments coordinate in a timely manner providing excellent customer service to clients.</div><div></div><div><b><br>
Corporate Governance:</b></div><div></div><div><br>
Ensure all documentation is completed accurately, within the agreed timeframes and all necessary supporting documents are obtained.</div><div></div><div><br>
Ensure full compliance to risk policies and procedures to minimize the error ratios and customer frauds.</div><div></div><div><br>
Comply with Basel II framework for all retail banking operations</div><div></div><div><br>
Comply with Anti &ndash; Money laundering requirements</div><div></div><div><br>
Ensure that all investment recommendations are made in line with the banks prescribed investment approach</div></div>
</div></div><div><div><div>Requirements</div>
<div><div><b>Education and Experience:</b></div><div></div><div><br>
Bachelor&rsquo;s Degree in Economics or Finance or Business Management</div><div></div><div><br>
CISI / SCA qualification or equivalent</div><div></div><div><br>
10 &ndash; 12 years of experience in Retail banking with 5 years of exposure to Private Banking / Wealth Management in UAE.</div></div></div></div></div></div><p></p>

Private Banking Manager

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