Job Description

Date Posted: 2010-08-26 Ref. JB1536067

PREMIER WEALTH RELATIONSHIP MANAGER

We are a global Bank with offices in UAE looking for strong Relationship Managers for our retail Wealth business, within the firm’s retail bank network.

The successful Wealth Relationship Manager will meet or exceed individual Wealth sales targets by providing customized investment & insurance solutions to high net worth retail bank customers, prospects and assigned customer leads.
The successful Wealth Relationship Manager will contribute to the overall performance and profitability of the branch, branch Wealth sales targets, and Investment & Insurance penetration targets.
The successful Wealth Relationship Manager will proactively grow his/her portfolio through regular customer contact, ongoing financial planning and proactive management of the customer relationship. The jobholder will be empowered and encouraged to grow his/her portfolio using innovative measures, within the firm’s operational guidelines.

The jobholder forms an integral part of the branch team and wider bank sales team. As part of this wider team the jobholder is expected to identify opportunities in his/her day to day activities that directly or indirectly contribute to the success of colleagues with similar and differing responsibilities, particularly in the Wealth Management business.

Skills

• University graduate with at least 3 years of sales experience in the financial services industry
• Proven track record of exceeding sales targets selling investment & insurance solutions to high net worth clients
• Strong financial services knowledge and experience building relationships with high net worth individuals
• Professional financial qualificiation preferred (i.e., CEFA or equivalent qualification)
• Experience developing a personal sales strategy and a proven track record in achieving sales targets; strong business acumen
• Familiarity with financial markets, good knowledge of wealth management products including investments & insurance
• Experience developing customized Wealth solutions for clients
• Strong selling and presentation skills, especially regarding Wealth (Investment & Insurance) solutions
• Excellent interpersonal skills, including influencing and relationship building
• Excellent planning and organisational skills
• Excellent analytical and problem solving skills