Seguro – Senior Wealth Manager Jobs In Sharjah | SEGURO

  • Full Time
  • Sharjah
  • 15000 AED / Month


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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  • 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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  • 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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To apply for this job please visit informer.pk.

Perks & Benefits:

When considering job perks and benefits, there are several common categories that many companies offer to attract and retain employees. Here’s a comprehensive list:

Health and Wellness

  1. Health Insurance: Medical, dental, and vision coverage.
  2. Mental Health Support: Access to counseling services, mental health days.
  3. Fitness Programs: Gym memberships, onsite fitness centers, or wellness programs.
  4. Health Screenings: Regular health check-ups and screenings.
  5. Ergonomic Support: Ergonomic workstations and equipment.

Financial Benefits

  1. Retirement Plans: 401(k) plans, pensions, or other retirement savings options with company matching.
  2. Bonuses: Performance-based bonuses, signing bonuses.
  3. Stock Options/Equity: Company shares or stock options.
  4. Tuition Reimbursement: Financial support for further education or certifications.
  5. Financial Planning Services: Access to financial advisors.

Work-Life Balance

  1. Paid Time Off (PTO): Vacation days, personal days, and holidays.
  2. Parental Leave: Maternity, paternity, and adoption leave.
  3. Flexible Working Hours: Flex time or flexible work schedules.
  4. Remote Work Options: Opportunities to work from home or remotely.
  5. Sabbatical: Extended leave for personal growth or study.

Career Development

  1. Training and Development: Workshops, courses, and training programs.
  2. Mentorship Programs: Pairing with more experienced colleagues for guidance.
  3. Career Pathing: Clear advancement opportunities and career path planning.
  4. Professional Memberships: Subscriptions to industry journals or memberships in professional organizations.
  5. Conference Attendance: Opportunities to attend industry conferences and events.

Office Perks

  1. Free Meals and Snacks: Complimentary breakfast, lunch, or snacks.
  2. Recreational Activities: Game rooms, nap rooms, or social spaces.
  3. Office Events: Team-building activities, parties, and outings.
  4. Onsite Services: Dry cleaning, car washes, or massage therapy.
  5. Pet-Friendly Office: Allowing pets in the workplace.

Additional Benefits

  1. Employee Discounts: Discounts on company products or services.
  2. Commuter Benefits: Subsidized transportation or parking.
  3. Volunteer Time Off: Paid time off for volunteering and community service.
  4. Diversity and Inclusion Programs: Initiatives to support a diverse and inclusive workplace.
  5. Relocation Assistance: Financial and logistical support for relocating employees.

Unique Perks

  1. Childcare Support: Onsite childcare or childcare subsidies.
  2. Loan Repayment Assistance: Help with student loan repayment.
  3. Tech Allowances: Stipends for home office equipment or personal tech.
  4. Travel Opportunities: Opportunities to travel for work or leisure.
  5. Wellness Retreats: Organized retreats focused on employee wellness.

These perks and benefits can significantly enhance job satisfaction and employee retention, contributing to a positive work environment and a motivated workforce.

Beware of fraudsters

In today’s interconnected world, scammers are becoming increasingly sophisticated, using a variety of tactics to deceive unsuspecting individuals. Whether it’s through phishing emails, phone calls, fake websites, or even social media, these fraudsters aim to steal your personal information and money. Always be vigilant and skeptical of unsolicited requests for your personal data or financial information. Verify the authenticity of the source before sharing any sensitive information. Remember, legitimate organizations will never ask for your password or financial details via email or over the phone. Protect yourself and your loved ones by staying informed and cautious.


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