About the role
JOB PURPOSE • Develop and execute wealth management strategies, with a focus on real estate investments. • Identify growth opportunities through partnerships with financial institutions and tailored initiatives for private investors and HNW individuals.
ROLES AND RESPONSIBILITIES • Develop and execute wealth management strategies aligned with the sales department's objectives. • Ensure strategies meet the specific needs of high-net-worth clients. • Cultivate and maintain strong relationships with high-net-worth clients and institutional investors interested in real estate investments. • Act as a trusted advisor, offering tailored real estate wealth management solutions and investment guidance. • Support team members in delivering personalized real estate wealth management solutions locally and globally. • Collaborate with the team to enhance overall client satisfaction and business growth. • Identify new segments and emerging financial markets to uncover potential business opportunities. • Develop business opportunities, such as joint ventures (JV), build-to-suit (BTS), and land sales, catering to high-net-worth individuals. • Manage client relationships to ensure successful transaction completions. • Develop and implement effective marketing strategies and initiatives within the real estate wealth management space to attract new clients and drive business growth. • Support in creating customized presentation materials tailored to the needs of wealth clients. • Develop dedicated customer journey processes to support B2B activations (e.g., wealth brokers • Provide personalized financial advice, create and manage investment portfolios, and monitor real estate investments' performance. • Promote the division, stay informed about industry trends, and ensure compliance with regulations
QUALIFICATION AND EXPERIENCE
RELATED YEAR OF EXPERIENCE:
Min of 10+ years of experience in wealth management function in a real
estate / developer firm preferred
YOE IN MANAGERIAL POSITION :
Min of 2+ years of managerial experience
FIELD OF EXPERIENCE:
Real estate, Banking, investment consultancy firm
TECHNICAL AND INTERPERSONAL SKILLS • Ability to liaise, influence and interact effectively with various internal • divisions • Understanding of regulatory requirements and compliance in real estate • investment. • Demonstrated business development and revenue growth achievements • in real estate wealth management. • Strong communication and presentation skills • Strong financial and analytical skills • Knowledge of UAE Real estate market • Knowledge of competitors products and USPs
QUALIFICATION • Bachelor’s degree in Business, Economics or Finance, MBA prefereed
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