Job details
Established with a commitment to preserving and enhancing family wealth across generations, The Family Office has been a trusted partner to high-net-worth individuals and families for 20 years. Job Summary The Relationship Manager will take charge of client relationship management, drive client prospecting, and proactively work on increasing assets under management. Playing a key role in assessing clients' investment goals and risk tolerance, they will take initiative to monitor all client investments and address their evolving needs. Moreover, they will be at the forefront of coordinating with our dynamic Investment Team to actively shape and optimize portfolio structures, ensuring the best outcomes for their clients. The ideal candidate will:
- Act as primary client contact and coordinate TFO’s interactions with clients.
- Build and maintain long term relationships with clients to develop a book of business.
- Ensure that all KYC / AML documents are provided, and regulatory requirements are fulfilled.
- Gather information on leads, including completing initial KYC checks.
- Create and coordinate with RM assistant a complete database of leads.
- Present TFO’s services and co-investment offerings to prospects in the best way.
- Drive the account opening process with clients.
- Keep the Investment Team aware of any changes to client’s goals and investment objectives.
- Present to client the quarterly portfolio updates.
- Attend all Investment Team market/product updates.
- Monitor economic, geopolitical and market developments closely.
- Enable new and junior RMs to expand the share of wallet of existing clients and develop new business by joining them in client meetings and coaching them.
- Explore business opportunities with new and junior RMs and lead by example in terms of client relationship management.
- Foster a strong client focused culture.
- Minimum of bachelor’s degree from a recognized university or equivalent.
- 5+ years of proactive successful sales experience in financial services.
- Knowledge of wide range of brokerage/banking products and services.
- Excellent communication and organizational skills. Outgoing, self-motivated and a team player.
Apply safely
To stay safe in your job search, information on common scams and to get free expert advice, we recommend that you visit SAFERjobs, a non-profit, joint industry and law enforcement organization working to combat job scams.
Hiring company
The Family Office Company BSC (c)
-
Customer Service Manager Lead AcademyAED 92
AED 1,469Duration: Upto 1 Hour -
CRM Manager Level 3 Advanced Diploma Course LineAED 87Duration: Upto 5 Hours
Similiar Jobs that might interest you
Sales Manager for Well Completions
Shinda (Tangshan) Creative Oil & Gas Equipment Co.... . Basic requirements for this job: ... in well completions jobs, services, sales or ... suggestions to top management team as ...
UAE 30 days ago
... priorities for breakdown repairs. Management and ... safe and well managed. Ownership of ... , and drive sales, bid and tender ...
UAE - Dubai 30 days ago
Senior Commercial Operations Manager
Weatherford... for effective and best-in-class Tenders and Contracts management as well ...
UAE - Abu Dhabi 30 days ago
Flange Management Inspector
NES Fircroft... client in UAE.  Position: Flange Management Inspector  Location: Dubai, UAE.  Minimum ...
UAE - Dubai 30 days ago
Package Manager
NES Fircroft... for "Package Manager" role for leading EPC company. Role - Package Manager ...
UAE - Dubai 30 days ago
Procurement Manager
Hail and Ghasha UAE 9... Order Services and Management and Construction functions, ... , managing Purchase Orders of materials and Subcontracts for ...
UAE - Abu Dhabi 30 days ago
Senior Contracts Manager
NES Fircroft... basis. Â Position: Senior Contracts Manager Location: Duabi, UAE. Job ... government regulations. Able to manage 1 to 2 Major ...
UAE - Dubai 30 days ago
Project Manager
NES... : Project Manager Location: Abu Dhabi, UAE Job Profile: Certified Project Manager with ...
UAE - Abu Dhabi 30 days ago
... Manager will be responsible for reviewing ... prioritize and complete multiple ... vertical markets Well organized, effective ...
UAE - Abu Dhabi 30 days ago
MPD Geozone Engineering Manager
Weatherford... completing wells. Technical competency with product line operations and equipment. Excellent project management ...
UAE - Abu Dhabi 30 days ago
Order Management Supervisor
Weatherford... Responsible for managing ... for developing their own careers within the Company including completing ... finance, sales ...
UAE - Abu Dhabi 30 days ago
Warehouse / Stores Manager
PETROPLAN... to hire two Stores Manager for a major client of ... Proven experience in the management of operations, production planning, ...
UAE - Fujairah 30 days ago
Deputy Contracts Manager
Global Projects Services AG... phase. Verify the completeness of contract documents ( ... management actions Ensure that all project specific contracts for ...
UAE - Abu Dhabi 30 days ago
Hook Up Manager - Brownfield Projects in FPSO
Global Projects Services TAT... Manager is responsible for the planning, execution, and completion ...
UAE 30 days ago
Hook Up Manager - Brownfield Projects in FPSO
Global Projects Services TAT... Manager is responsible for the planning, execution, and completion ...
UAE - Abu Dhabi 30 days ago
Field Professional I-Drilling Fluids
Halliburton... well planning and business delivery activities. Reviews well recaps for ...
UAE - Abu Dhabi 30 days ago
Maintenance Specialist II
NES Fircroft... identifies the best methods for rectification (direct repair ... Good communication skill as well. Basic computer skills ...
UAE - Abu Dhabi 30 days ago
Why are you reporting this job?
Job has expired Cannot view this pageAlternatively, you may click on the link below or copy/paste it into your browser.
https://ae.jooble.org/external/-1470116323227496407?cpc=d0FU&utm_source=affiliate&utm_medium=laimoon_organic_ae&extra_ars_request_id=50e832d7e026cbc081148dccc3eb7ebd