Unit Head (Team lead)

wowJobs
Dubai
AED 200,000 - 400,000
Job description

Job Description:

To manage a team of Wealth Managers to meet the defined targets through offering wealth products to HNI clients, while driving business development and client management.

Roles & Responsibilities:

  • To hire, mentor and retain a high performing team of Wealth Managers.
  • To manage a direct portfolio of clients and provide a full range of wealth management products, while building long term relationships with the clients.
  • To help develop investment strategies for clients to help them achieve their financial goals, while offering advice and information on various investment solutions.
  • Generate growth in AUM and revenue that will ensure delivery of the financial plan and achievement of business objectives through effective client acquisition and client portfolio management.
  • Ensure proper advisory procedures and documentation while adhering to the internal policies, business processes and external regulatory requirements.

Qualifications and Education Requirements:

  • Prior experience in team management and in advising on wealth management products.
  • Strong knowledge of financial products and services.
  • University Graduate.

Preferred Skills:

  • Ability to inspire trust and confidence in clients and team members.
  • Excellent oral and written communication skills with clarity of thought, speech, and expression.
  • Excellent interpersonal skills.
  • Ability to travel domestically and internationally if required.
  • Good Analytical Skills.
  • Positive attitude, socially effective, high level of perseverance and patience.
  • Assertive & hardworking.
  • Result oriented.
  • Ability to work in cross functional environment to deliver desired results.
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