Senior Manager - Wealth Management

Job closed

One of the Top Investment Company in Kuwait

Kuwait

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JOB DESCRIPTION / ROLE

Employment: Full Time

Objectives:
Leading and managing the Client Relationships in the Company, in order to achieve agreed objectives and in accordance with company strategic plans.

Main responsibilities:

STRATEGIC
- Contributing to the overall strategy formulation of the Company through the development of a strategy for Client Relationships activities that will participate to the achievement of the overall company's objectives.
- Implementing the strategy effectively in a way to enhance the Company reputation in a cost effective matter
- Develop business plans for Client Relationships to support the overall company strategy, vision and mission. As such, the business plan shall include deliverables, required resources, recruitment, budget, etc.
- Set and obtain approval, for the division's targets on a yearly basis.

OPERATIONAL
- Contribute to the image of the Company as a world-class organization.
- Develop and maintain a master client database for current and potential clients & ensure completeness of client information and documents.
- Insure proper customer relationship management system is in place.
- Continuously seek to develop new Client Relationships with the view of understanding their requirements and future needs.
- Develop plans and establish a process to maintain regular contact (direct and indirect) with the current clients and investors.
- Create plans to promote Company products and services with input from the core functions of the company.
- Ensure the proper marketing of Company products and services in line with Company strategy and agreed objectives.
- Directly handle and oversee any client complaints in coordination with the relevant internal committee. Ensure timely and proper actions are taken.
- Continuously channel client feedback to the General Manager and relevant Heads of Department; participate to the product development efforts and contribute to company innovation strategy.
- Develop and ensure proper reporting and follow-up systems are in place to monitor the progress of assigned tasks in an efficient and timely manner.
- Ensure the development of a proper Information Management System that will provide adequate and professional internal and external reporting.
- Monitor the performance of Client relationship division against the agreed objectives. Ensure corrective actions are taken if necessary
- Develop, in collaboration with Risk Management, policies and procedures for the Client Relationship division.
- Ensure strong adherence to Company's policies & procedures, as well as ethic code.
- Serves and promotes the vision, mission, values and strategic goals of the company.

PEOPLE MANAGEMENT
- Monitor the progress of the division and evaluate their achievements; help them in planning their careers, and develop a training plan for their professional development through in-house and external training programs.
- Ensure the highest level of motivation for the division and develop the proper tools to encourage the highest achievements.

Reporting to: General Manager / Division Heads

External:
Clients and prospects located in and outside Kuwait (Institutions, corporate, HNWI) / Media

Duration: Permanent
Probation: 100 working days
Working Hours: Sunday to Thursday - 08:00 to 15:00
Travel requirements: If Needed

REQUIREMENTS

- Bachelor's degree in Finance or Business Administration, M.B.A is preferred.
- A minimum of 10 years of extensive experience, preferably in investment sector.

Soft Skills and Personality traits:
- Visioning, strategy and planning
- Strong communication skills and ability to work in teams.
- Logical thinking in handling the matters.
- Client orientation
- Decision making and risk management
- Professional development
- Excellent independent initiative
- Leadership
- Dynamic and pro-active attitude

Gender Preference: Any
Language Fluency: English & Arabic
Current Location: Kuwait
Nationality Preference: Any

ABOUT THE COMPANY

One of the top investment company in Kuwait.

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