About the Role
This position involves actively seeking new business opportunities, managing client portfolios, and generating revenue through effective client management. The role requires a proactive approach to identifying client needs and implementing best practices, while also ensuring compliance with established portfolio models. You will work closely with various clients to present new products and enhance overall revenue generation.
Ready to apply for roles like this?
Unlock the company name and direct application link. Subscribers get instant access to fresh jobs across Dubai, Abu Dhabi and Riyadh, many with visa support.
Unlock employer & apply directly
Key Responsibilities
-
New Business:
- Network to capture new business from various clients.
- Prepare credit analysis reports of new clients prior to verification.
- Recommend prospective clients to the management committee.
- Effectively present new products to clients for enhanced revenue generation.
-
Revenues & Targets:
- Plan activities to achieve revenue targets.
- Develop and implement best practices in client management.
- Create approaches to revenue generation.
-
Portfolio Management:
- Review and restructure client portfolios to maintain compliance with model portfolios.
- Assess client needs and risk tolerance of the portfolio.
- Recommend appropriate asset allocation strategies.
- Prepare presentations for clients and review performance results.
- Cross-sell services from other departments (credit cards, international banking).
- Verify portfolio contracts in conjunction with the legal team.
-
Reports:
- Report on portfolio performance.
- Recommend resolutions for client management issues and closures.
