experince2 - 7 Years
educationBasic - Bachelor of Commerce
nationalityAny Nationality
The role is a client facing role managing our highest value clients where professionalism, client focus and a broad understanding of fundamentals of financial planning are critical to the business. The role holder has a responsibility to develop and retain relationships with ADIB clients, working with the boarder branch and direct teams to ensure achievement of the business performance and plan.
This will be achieved by active management of ADIB clients, and becoming the trusted advisor to them. It will also entail reviewing the portfolio regularly to ensure the solutions are still suitable to meet clients need and embed client loyalty by meeting their needs either directly or through other internal business partners.
In order to deliver the business objectives you will need to refer non-qualified business to appropriate parties following proposition protocol and attract business with new clients by understanding their financial needs and delivering high standards of service quality. The identification of opportunities for wealth reviews and delivering wealth solutions as an adviser are amongst the key activities to achieve your goals.
ملحوظة هامة:
وظايف نت ليست شركة توظيف وانما موقع للاعلان عن الوظائف الخالية المتاحة يوميا فى أغلب الشركات بالشرق الاوسط
,فنرجو توخى الحذر خاصة عند دفع اى مبالغ او فيزا او اى عمولات. والموقع غير مسؤول عن اى تعاملات تحدث من خلال الوظائف المعلنة.
