Rao Associates

Wealth Manager Kuwait Openings

Recruiters for Indian and companies in Middle East. For more information please visit our website .raoassociates.biz
Wealth Manager Kuwait Openings
Job Code: Wealth Manager Kuwait Openings
Job Location:  Kuwait (Al Kuwayt-Kuwait)
Job Description:  Role and Responsibilities:
- Partner with RMs to acquire, develop relationships & identify
opportunities for HNW clients.
- Provide investment advisory to HNW clients & RMS to meet
client’s desired investment objectives.
- Advise HNW clients to maintain & increase financial wealth by
recommending proper asset allocation within comfort level of risk &
provide innovative investment solutions.
- Identify business growth opportunities through existing HNW clients,
referrals & additional Investment advisory service opportunities.
- Monitor HNW clients' financial circumstances by tracking changes in
wealth, assess income, expenses, reassessment plans, risk tolerance & develop an investment solutions.
- Create investment portfolios & develop plans that will maintain & increase the client's wealth based on that individual's financial situation, goals & comfort level with risk.
- Contribute to building an active & broad book of clients and prospects through a strong & diversified network of business & client contacts.
Functional Area:  Financial services
Functional Role:  Customer Service Executive/Manager
Candidate Requirement
Minimum Qualifications:
- Advanced level in Arabic Language.
- Minimum 5 years of experience in the same field in GCC at reputable Banks..
Experience:  5 - 20+ years
Qualification:  Any Graduate
 
Rao Associates
Sandeep Rao
Mumbai,
Mumbai (Bombay), Maharashtra
India 4000052

Phone: 8692944411,
Website: www.raoassociates.biz
Job Ad publication date: 3 Apr 2019