Maintain and deepen existing client relationships through effective relationship management. Manage a book in excess of USD 40 Million of Large HNWI’s and provide them with high quality Service thus encouraging them to grow with the bank.
Based in Dubai you will be responsible for:
Effectively managing a portfolio comprising of high net worth investors based in different geographies.
Working with the client to identify investments objectives and provide investment advice that suit their risk profile.
Generating new business to ensure revenue & growth targets are met.
Updating and continually maintaining KYC on all clients held in the portfolio.
Gathering up-to-date information on clients' financial background.
Maintaining the one wealth database (or replacement CRM system ) re: all client contact existing
Utilising all available data to build, deepen and maintain existing relationships with clients in order to increase share of wallet and revenue.
Incisive Media Limited, Haymarket House, 28-29 Haymarket, London SW1Y 4RX, is a company registered in the United Kingdom with company registration number 04038503
