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Senior Wealth Manager - Sales - NBFC

TalengageDubai, Middle East, Overseas/International
Full-timeSenior
👁️ 0 views📝 0 applicationsPosted 9/8/2026Expires 10/11/2026
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Job Description

This position is for a leading Indian NBFC having rep office in Dubai. Only candidates currently in Dubai and proven experience will be considered. - Candidate with prior experience working in a Wealth Management/Private Banking set up, experienced in driving sales and international dollar denominated product in broader asset class such as Mutual Funds, PMS, Structured Products, Bonds, etc. - Overall experience of around 3-12 years in the desired role ROLES & RESPONSIBILITIES : - The Relationship Manager will be Responsible for acquiring Ultra HNI Clients. - Maintaining client relationships and generate AUM from these Ultra HNI Clients. - Advising Affluent/Ultra Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients based on strategic portfolio approach. - To learn and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios through the various notes shared by product team. - Fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales and managing Delinquencies by ensuring proper Sales Process. - Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition within the team. - To conduct and assist in organising seminars, workshops and other business development activities.

Required Skills

Attrition ManagementBusiness DevelopmentClient Relationship ManagementMutual FundsNBFCRecruitmentWealth Management

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