Business Development-UAE-BD-4365656
Posted in Accounting – Finance

Job description

  • Develop yearly business plan to include asset and revenue targets broken down by key market clients.
  • Generate leads through various methods including, acquaintances, existing or past relationships, conferences, memberships, cold calling, etc.
  • Introduce prospective clients to company products and services and convert to new business. Qualifying, researching and understanding prospects financial status, investment needs and requirements.
  • Prepare all documentation relating to account opening, credit proposals, KYC and liaise with Client Service Unit, Risk & Compliance, Operations Unit and Credit Committee to expedite account opening and/or approval of credit applications.
  • Efficiently manage client accounts and status by frequently reviewing holdings, cash position, profitability, AUM’s and other client related MIS.
  • Frequently meet with clients to discuss portfolio, new products and services. Ensure strict discipline with documenting accurate call reports and to update client profiling after each client discussion/meeting.
  • Continuously update knowledge base i.e. General, Products, Markets, Competition and Certification etc.
  • Collaborate with internal and external specialist and service support teams to ensure the provision of superior service to clients.
  • Strictly follow compliance policy and ensure all company and business unit policies, procedures and processes are followed.
  • To achieve cross-selling targets across all respective business lines to meet revenue and unit targets.
  • Participate actively and effectively in product launches and other new company or unit initiatives.

Desired Skills and Experience

  • 5+ Years experience in MENA relationship management in a Financial Institution
    A portfolio of HNWI and Institutions
    Proven track record in financial and product sales and relationship building
  • Education: Bachelors and/or Masters Degree (preferably specializing in Finance)
  • Languages: English and Arabic

If you are interest for the position, you can send your CV at the hr department of Manager’s Office via email hr@managersoffice.net

Share this post

Start typing and press Enter to search

Shopping Cart
en_USEnglish
elΕλληνικά en_USEnglish