Relationship Wealth Manager

1 day ago


Manama, Manama, Bahrain RESO Full time
Role Summary

The Relationship Wealth Manager will be responsible for developing and maintaining strong relationships with high net worth individuals to understand their financial needs and objectives.

Key Responsibilities:
  • Conduct regular reviews and updates of client financial situations to identify new business opportunities.
  • Develop and implement tailored investment strategies for clients to achieve their financial goals.
  • Collaborate with internal teams to identify new business opportunities and cross-sell products.
  • Stay up-to-date with market trends and regulatory requirements to ensure compliance and excellence in client service.
Requirements:
  • 5+ years of experience in client portfolio management or related field.
  • Strong knowledge of financial markets, products, and services.
  • Excellent communication, interpersonal, and negotiation skills.
  • Ability to work independently and as part of a team.


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