Assistant Vice President - Wealth Management

JOB PURPOSE

Develop a wealth management strategy that will drive sales and business opportunities with financial institutions and to private investors / high-net worth (HNW) individuals.

 

ROLES AND RESPONSIBILITIES

• Promote Aldar products to the financial institutions and to private individuals
• Identify and segment the financial market for potential new business opportunities
• Analyze insights obtained from financial institutions to determine strategies for meeting clients' financial objectives; structure financial deals / various products that are financially attractive while meeting client’s preferences
• Manage client relationships to ensure completion of transaction.
• Responsible for developing business opportunities (JV/BTS/Land Sale) for individuals with high-net worth individuals
• Partners with team members to address the specific needs of clients in order to cultivate existing client relationships
• Develops customized presentation materials for existing and new clients
• Activation of land bank through Identification of local and regional funds owners, connect with HNI, and partner with Aldar
• Build financial cases (term sheets) and ensure singing of Agreements to complete the transaction

QUALIFICATION AND EXPERIENCE

RELATED YEAR OF EXPERIENCE:

Min of 8+ years related experience in wealth management function or a real estate / developer firm.

 

FIELD OF EXPERIENCE:

Banking, investment consultancy in a real estate / developer firm

 

TECHNICAL AND INTERPERSONAL SKILLS

• Sound understanding of banking and financial analysis
• Ability to liaise, influence and interact effectively with various internal divisions
• Strong communication and presentation skills
• Strong financial and analytical skills
• Knowledge of UAE Real estate market
• Knowledge of competitors products and USPs
• Excellent negotiation skills

QUALIFICATION

• Bachelor Degree in Business, Economics or Finance