Asset ManagementGo Back
The Company: A UAE based investment bank with offices in Riyadh
The role: Prospect new relationships and on-board them to the Investment Management platform offering which includes Investment Banking Product (DCMs and ECMs), Fixed income & Equities trading, and Structured Products to achieve financial and non-financial objectives.
Take ownership of the on-boarding process and liaise with all relevant departments. Closely monitor the performance of client accounts and ensure the client has been visited at least once every quarter, and that their needs are satisfied. Transfer their existing book of clients onto IM platform and achieve agreed AUM targets
Client Acquisition – Responsible for acquiring clients as well as managing, maintaining, and deepening relationships through the IM platform.
– Develop client referral sources and initiate contact with prospects to promote The Company’s products and services.
Client Servicing – Monitor client portfolios and communicate trade ideas to achieve client objectives.
Operational – Provide and maintain sales reports, pipeline, and any other records required by the Head of Sales.
Financial – Achieve agreed customer acquisition, AUM and revenue targets.
Desired Skills and responsibilities:
Bachelor of Commerce
Minimum 5 years of experience in the financial services/banking industry
Ability to on-board existing book of clients (250m USD + )
Comprehensive knowledge of Equity and Debt based products.
Understanding of financial markets, and ability to formulate views.
An excellent command of English and Arabic, spoken and written.
Strong presentation skills.
Strong sense of personal and professional integrity.
Self-motivated and self-starter, able to work under moderate or no supervision.
Professional written and verbal communication.
Great listener, subtle, and confident.
Proactive, resilient, and subtle.
Already based in Saudi – preferrable Riyadh