Job details
Job Location: UAE/GCC Experience: 3 to 5 years Job Function:
- Accounts
- Tax
- CS
- Audit
- Finance
- Administration
- Commercial Operations
- Banking
- Financial Services
- Corporate Planning
- Consulting
- Build and maintain strong, long-term relationships with high-net-worth clients, understanding their unique financial goals and needs.
- Provide tailored investment strategies and solutions that align with clients' risk tolerance, objectives, and market conditions, particularly in the UAE/GCC region.
- Collaborate with the investment team to identify and recommend suitable investment opportunities, including private equity, asset management, and wealth planning strategies.
- Monitor clients' portfolios, offering regular performance updates and making strategic recommendations to enhance returns and optimize wealth growth.
- Act as a trusted advisor, delivering personalized financial planning, risk management, and wealth preservation strategies.
- Stay up to date on market trends, regulatory developments, and global economic factors that impact wealth management in the GCC region.
- Ensure exceptional client service by resolving inquiries, addressing concerns, and maintaining a high level of client satisfaction.
- Proven experience in wealth management, private banking, or a similar client-facing role, preferably within the UAE/GCC market.
- Strong understanding of investment products, including equities, fixed income, private equity, and alternative investments.
- Excellent communication and relationship-building skills, with the ability to engage and build trust with high-net-worth clients.
- Strong analytical and problem-solving skills to assess clients' needs and recommend tailored investment solutions.
- Knowledge of regulatory frameworks, especially those relevant to the UAE/GCC region.
- A track record of driving revenue growth, achieving client satisfaction, and delivering results.
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Hiring company
Ethra Invest LLC
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