WT Capital Management SA. Is head quartered in, Geneva, Switzerland. The company deals as an asset manager, advises on investment, arranges deals in investments and manages investments for High NetWorth clients. We provide custody and investment solutions for clients with affiliation with a network of leading Swiss and Emirates private banks.
We are looking to recruit a Private Investment Adviser who will be responsible for actively developing, managing, retaining and growing profitable banking relationships with ultra-high net worth clients and prospects. The prospect will serve the market by providing comprehensive banking advice and discipline expertise to prospects clients. We are looking for experienced advisors who have an existing book of clients (AUM) held with private / investment banks around the world.
Specific Duties/Responsibilities:
•This position is responsible for advising and maintaining client relationships in private banking
•Responsible for conducting business in an entrepreneurial manner achieving your own annual revenue targets and objectives.
•Trusted advisor who succeeds in maintaining a group of dedicated clients.
•Builds market share; able to enhance client asset size over time.
•Fully competent in advising clients on investment products and services.
•Actively involved in new business development; able to anticipate and capitalize on business opportunities.
•Keeps up to date with products and services; may give input for new product development.
•Starts to build networks with Subsidiary businesses and 3rd parties.
•Manage, deepen and develop existing client relationships to maximize the potential for each client’s wealth management needs being met within the Group
•Assist investors to determine their investments objectives develop their portfolio and suggest suitable product alternatives, according to their investment profile and risk tolerance
•To develop new banking business internationally, with a specific emphasis on increasing the size of the deposit base and loan book in accordance with good practice, due diligence and money laundering prevention procedures.
Job Details
Date Posted: | 2014-03-31 |
Job Location: | Dubai, United Arab Emirates |
Job Role: | Sales |
Company Industry: | Banking; Financial Services |
Monthly Salary: | US $5,000 |
Joining Date: | 2014-03-01 |
Preferred Candidate
Career Level: | Management |
Nationality: | United Arab Emirates; Austria; Belgium; Bahrain; Switzerland; Germany; Denmark; Spain; Finland; France; Great Britain (UK); Greece; Ireland; Iceland; Italy; Kuwait; Luxembourg; Netherlands; Norway; Oman; Portugal; Qatar; Saudi Arabia; Sweden |
Degree: | Bachelor's degree / higher diploma |
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Private Investment Advisor / Banker - WT Capital Management SA job United Arab Emirates