Investment expert / wealth manager (NAV Capital Limited, UAE, Dubai)

Компания "IBC Human Resources"

Dubai-based investment management company, registered with Dubai International Financial Center since 2021 with plans to expand into Singapore and India. It has a team of 20+ skilled professionals and Forbes Middle East-listed clients.

We are announcing a competition for the position of Investment Expert/ Wealth Manager to support our expansion and capital-raising efforts in the CIS regions.

Please read our expectations for a potential member of our team⬇.

✅ Kindly note the following task you will be required to undertake:

• Attracting and servicing large private equity clients, including performing cold prospecting
• Sales and systematic presentations of the company's investment products
• Attracting clients to open accounts with international investment banks UBS, LGT, EFG, Barclays, etc.
• Advising clients on securities and investment transactions
• Supporting the full cycle of the transaction (from product presentation/consultation to the client receiving the full set of documents)
• Providing service after the closing of transactions, systematically informing the client about the status of his investments

✅What is important to us:

• 5+ years of Private Banking experience in CIS countries /international banks with expertise in VIP client management
• Bachelor's/Master's degree in finance, economics, or related field, extensive knowledge of financial markets
• Experience in sales of complex investment products (structured notes, mutual funds, trusts)
• Experience in investment banking; knowledge of onboarding processes and Compliance tools
• Established a base of loyal VIP clients
• Skills in building trusting and long-term relationships with clients
• Perfect knowledge of English will be an advantage
• Delivering a good speech while presenting oneself in a presentable manner is vital

✅Payment:

Above Market Value; Payment will be negotiated individually with the candidate. Salary + % of transactions and bonuses.

✅Conditions:

1. Official employment
2. Opportunities for professional growth and development
3. Work in an international highly professional team
4. Flexible work schedule/remote format, and overseas business trips
5. Collaborate with top-level business professionals
6. Exchange of experience and training in an international team

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