Seguro – Senior Wealth Manager Jobs In Sharjah | SEGURO

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• Responsible for acquiring preferred clients (HNI / Ultra HNI).
• Maintaining client relationships and generating AUM from preferred clients.
• Advising HNI / Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet of existing clients
• Track the HNI / Ultra HNI segment in the market for new client acquisition.
• To research, investigate and update themselves on available investment opportunities / financial market trends to determine whether they fit into clients’ portfolios.

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Responsibilities

• To research, investigate and update themselves on available investment opportunities / financial market trends to determine whether they fit into clients’ portfolios.
• Use financial acumen and investment expertise to review a client’s personal data, align the client’s need through superior service, and seamlessly align service delivery for the enhanced experience; thereby helping the client to reach his short-term and long-term investment goals.
• Achievement of product-wise targets.
• Formulate outbound and inbound sales plans to acquire new HNI customers for increasing the customer base of the portfolio.

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Requirement

• Formulate outbound and inbound sales plans to acquire new HNI customers for increasing the customer base of the portfolio.
• Conduct risk profiling of all mapped clients for better advisory on investment needs.
• Regular contact with all mapped clients through weekly/monthly calls – Resolution of queries of all mapped clients within TAT specified.
• Ensuring need-based product approach towards clients and regular reporting of product penetration.

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