Senior Wealth Manager - Capital Investments

The Function PurposePromote Capital Investment products and services.Main ResponsibilitiesAdvise clients on private investment opportunities through Capital Investments DIFC.Identify and assess investment opportunities in private markets and negotiate investment terms.Monitor and report on the performance of private investments and make recommendations for adjustments as necessary.Meet annual sales target (Volume and Gross Revenues) for Placement and wealth Management Department for Jordan / DIFC and Iraq.Oversee clients' investment portfolios, and ensure they are aligned with financial goals, risk tolerance, and time horizons.Ensure that all payments and customers’ requests are processed accurately and in a timely manner, adhering to Standard Operation Procedures.Implement asset allocation strategies and continuously monitor market trends and investment performance.Provide regular portfolio reviews and updates to clients, offering insights and recommendations on portfolio rebalancing.Evaluate and mitigate risks within clients' portfolios and ensure that investment strategies align with their risk profiles.Advise clients on appropriate strategies and diversification techniques to manage risk.Actively seek new clients and business opportunities, including networking and referrals.Participate in client acquisition efforts and target affluent and high-net-worth prospects.Prepare detailed financial reports and investment presentations for clients.Ensure all activities comply with regulatory (DFSA) requirements and internal company policies.Work with compliance and legal teams to stay up to date with changing regulations and ensure that clients’ investments meet all necessary standards.Collaborate with other teams, such as Private bankers, Brokerage team, legal department, and investment analysts, and act as a focal point of communication between clients and EAM, Asset Management.BackgroundBachelor’s degree.(5+) years of relevant experience.Certified by an accredited body for Wealth Management or Financial Service.