Relationship Manage Jobs In Dubai | Talvana


Relationship Manage Jobs In Dubai | Talvana

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About the job

Excellent work environment Diverse work environment and culture

About Our Client

The client, a leading multi-family office and asset management operation in the DIFC looking to expand its business in the GCC/MENA region.

Job Description

Develop and maintain strong relationships with a portfolio of private clients, primarily consisting of Western clientele. Understand clients’ financial goals, risk appetite, and investment preferences to provide tailored advice and solutions .Offer a comprehensive range of investment products and services, including wealth management, investment advisory, estate planning, and other related financial offerings. Proactively engage with clients to identify new business opportunities and cross-selling possibilities to enhance their financial portfolios. Provide expert guidance on market trends, investment strategies, and regulatory changes that may impact clients’ financial objectives. Collaborate with internal teams, such as investment analysts, product specialists, and legal professionals, to ensure exceptional service delivery and maximize client satisfaction. Conduct regular portfolio reviews and performance assessments to ensure client portfolios align with their objectives and risk tolerance. The Successful Applicant Bachelor’s degree in finance, economics, or a related field. Western education is preferred Between 5-8 years of experience in a similar role within the wealth management or private banking sector. Proven track record of managing and growing a book of Western private clients. Comprehensive understanding of financial products, investment strategies, and wealth management principles. Exceptional communication, negotiation, and relationship-building skills. Ability to understand clients’ unique needs and offer tailored financial solutions. Professional certifications such as CFA, CFP, or equivalent are highly desirable .Fluency in English is required; additional languages are advantageous.

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