Key Responsibilities
Acquire preferred HNI & UHNI clients and consistently grow the active client base through referrals, networking, and channel partnerships.
Manage allocated clients via regular telephone and in-person engagement, ensuring a premium service experience.
Conduct risk profiling/suitability for mapped clients to support better advisory on investment and trading requirements.
Formulate and execute sales plans to acquire new HNI customers and increase market penetration.
Maintain a proactive approach to improving Capital Markets knowledge via continuous self-learning and training provided by the company.
Liaise with internal client-facing teams to ensure a high standard of service and smooth client onboarding/coverage.
Ensure a need-based product approach and drive appropriate product penetration across the client book.
Relationship Manager - Investment Management • Dubai, United Arab Emirates
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