Company Description
Elite Assets houses advisors from our Wealth Management, Investment Advisory, and Financial Planning services. With over 30 years of collective experience in the industry, our team of experts collaborates to offer seamless, fully customized solutions. We are dedicated to providing top-notch financial services to meet the unique requirements of each client.
Role Description
This is a full-time, on-site position located in Dubai, United Arab Emirates for a Relationship Manager. The Relationship Manager will be responsible for managing and developing client relationships, providing personalized financial advice, conducting regular portfolio reviews, and ensuring client satisfaction. Day-to-day tasks include meeting with clients, analyzing financial information, recommending the most suitable products and services, and maintaining up-to-date knowledge of industry trends.
Skills
Qualifications
- Financial Planning, Wealth Management, and Investment Advisory skills
- Experience in developing and maintaining client relationships
- Strong analytical and problem-solving skills
- Excellent written and verbal communication skills
- Proficiency with financial analysis tools and software
- Ability to work independently and as part of a team
- Experience in the finance industry
- Bachelor's degree in Finance, Business, Economics, or related field
