Senior Wealth Manager - Capital Investments

The Function Purpose

Promote Capital Investment products and services.

Main Responsibilities

• Advise clients on private investment opportunities through Capital Investments DIFC.
• Identify and assess investment opportunities in private markets and negotiate investment terms.
• Monitor and report on the performance of private investments and make recommendations for adjustments as necessary.
• Meet annual sales target (Volume and Gross Revenues) for Placement and wealth Management Department for Jordan / DIFC and Iraq.
• Oversee clients investment portfolios, and ensure they are aligned with financial goals, risk tolerance, and time horizons.
• Ensure that all payments and customers requests are processed accurately and in a timely manner, adhering to Standard Operation Procedures.
• Implement asset allocation strategies and continuously monitor market trends and investment performance.
• Provide regular portfolio reviews and updates to clients, offering insights and recommendations on portfolio rebalancing.
• Evaluate and mitigate risks within clients portfolios and ensure that investment strategies align with their risk profiles.
• Advise clients on appropriate strategies and diversification techniques to manage risk.
• Actively seek new clients and business opportunities, including networking and referrals.
• Participate in client acquisition efforts and target affluent and high-net-worth prospects.
• Prepare detailed financial reports and investment presentations for clients.
• Ensure all activities comply with regulatory (DFSA) requirements and internal company policies.
• Work with compliance and legal teams to stay up to date with changing regulations and ensure that clients investments meet all necessary standards.
• Collaborate with other teams, such as Private bankers, Brokerage team, legal department, and investment analysts, and act as a focal point of communication between clients and EAM, Asset Management.

Background

• Bachelor's degree.
• (5+) years of relevant experience.
• Certified by an accredited body for Wealth Management or Financial Service.