Wealth Manager (Must be a Mandarin Speaker)

Mackenzie Jones

UAE

Ref: HP279-2749

Job description / Role

Employment: Full Time

- To continue to develop and manage direct client portfolio and be responsible for the day-to-day relationship with each of the clients within your portfolio as well as imparting proactive. investment solutions to customers and helping them take informed decisions to meet their financial needs, as defined by their risk profile.
- Maintain and daily update Client Relationship Management details through provided tools like FPFs, ITQAN, etc. and other tools that may be provided on an ongoing basis.
- Prospecting to ensure 3-4 meetings a day.
- Prepare daily sales reports for Unit Head.
- Ensure required information sought regarding customers are provided within agreed SLA.

Requirements

- University degree from a reputed university.
- Preferably MBA or CFA or related course from a reputable university.
- Apt in MS Office, excel and high computer skills. Solid banking and investment experience.
- Experience of min 5 years in relationship management (preferably within Retail sector).
- Excellent written and spoken English.
- Aggressive, go getter with good communication and negotiation skills.
- Excellent, networking skills.
- Excellent grasp and understanding of global and regional financial markets and products.
- Ability to manage sales plan with capabilities in structuring transactions to meet the clients requirements and being able to maximize relationships profitability.
- Team player with high diversified skills.
- Strong investment (Wealth Management) background, customer focused, result oriented.

About the Company

Mackenzie Jones Middle East has decades of recruitment expertise in various industry sectors. Along with a deep understanding of key market sectors and regions, we never forget to treat clients, companies and candidates as individuals who have unique needs.

So we always listen, constantly learn, occasionally challenge and frequently advise. Its all part of a service renowned for its courtesy, consideration and dedication. Based in Dubai since 2006, our office covers the GCC and Levant countries and with the right regional expertise, we are the leading specialists.

Were growing rapidly because people appreciate our honesty, commitment and results.

Get personalised updates on latest vacancies
Job Alerts by Email
  • Personalised updates on latest career opportunities
  • Insights on hiring and employment activity in your industry
  • Typically sent twice a month
Partner salaries in Oman

Average monthly compensation
OMR 4,200

Breakdown available for industries, cities and years of experience