Investment Consultant- Wealth Management

Job description / Role

Our client is an investment firm and one of the largest diversified holding companies in the MENA region. They are currently looking for an Investment Consultant- Wealth Management

The Investment Consultant has one primary objective: To develop a portfolio of High Net Worth (HNW) individuals, thereby growing net assets and revenues for the department.

Key Responsibilities
- Identify new opportunities and prospect suitable HNW individuals.
- Complete client reviews identifying key objectives and the attitude to risk of the client.
- Create investment portfolios that match the requirements of the client.
- Prepare and deliver presentations to these individuals.
- Provide the highest levels of customer service.
- Ensure existing clients are met on a regular basis and referrals obtained.
- Meet and exceed specific quarterly & annual targets.
- Promotes and cross-sells the products and services of other distribution lines.
- Expected to contribute to the development of tools, processes and strategies employed by the department.
- Adhere to the highest levels of ethical behavior

Requirements

- Bachelor's Degree in a Business or Financial related subject
- An industry recognised professional qualification in Wealth Management or Financial Planning.
- Minimum 5 years experience in identifying and developing HNW relationships.
- Experience in Wealth Relationship Management and Financial Planning.
- Motivated self starter with an ability to proactively generate new opportunities.
- Methodical, organised and able to work independently.
- Able to perform under a start-up business model, adapting easily to change and comfortable working under pressure.
- Strong communication and negotiation skills with experience of presenting to HNW individuals.
- Exceptional presentation preparation and reporting skills.

About the Company

Propel Consult delivers a service in step with the needs of both our client companies and candidates. Our ability to add value to all levels of recruitment stems from our wholehearted belief in providing a professional service to both parties. We have built relationships with many leading indigenous and mulitnational organisations throughout the Middle East and internationally in countries such as UAE, Qatar, Saudi Arabia, Oman, Bahrain, Kuwait, Egypt and many more. Concentrating our resources has created 5 distinct specialist divisions:

• Banking & Finance
• Human Resources
• Oil & Gas
• Construction
• Architecture & Engineering