Relationship Manager / Associate
Mirabaud Middle East Limited (DIFC)
Total years of experience :11 years, 4 Months
Managing and maintaining an existing client book of UHNWI and HNWI
Consulting existing clients on their finances and recommending financial solutions
Working close with External Asset Managers (EAM) and their associates to ensure proper and accurate documentation are delivered and processed in a timely manner.
Performing KYC and AML compliance analysis screening's to ensure all businesses operations are according to Bank's standards.
Executing market orders.
Handling as Relationship Manager for the High Net Worth clientele
Prospecting clients across UAE through different expat and financial events
Building suitable portfolios according to clients’ needs
Performing KYC and AML compliance analysis screening's to ensure all businesses operations are according to companies standards.
Offering suitable financial advice to clients after assessing their investment requirements and experience
Meeting ROI and net new asset targets assigned by the bank while building long-term client relationships
Building brand and quality awareness by cooperating with events such as KTK, Golf T, and LNR
Interviewing prospective clients to learn about their financial needs and to discuss any existing coverage regarding Life or Investment Insurance.
Introduced a new lead generation process to gain better results and enhance the group Sales turnover with +25% compared to 2015 results
Recommending financial products (bonds, stocks, funds and ETF’s) to existing clients according to their financial profile and needs
Writing risk reports for investment department and presenting them at monthly meetings
Preparing internal quarterly and annual portfolio monitoring reports
Analysing financial situation of clients to determine the correct investment strategy
Maintaining confidentiality of bank records and client information
Introducing new workflow procedures to increased efficiency and safe time and costs
Renegotiating contracts terms with corporate clients.
Generating new clients through existing network and referrals
Assigning new client accounts to colleagues
Resolving administrative, billing and invoicing problems of our corporate clients.
Skills: Strategic Planning, Decision Making and Problem Solving, Team Player, Fast Learner, multitasking,
Acting as Investment advisor for the retail clients of BNP Paribas in Landen, Belgium.
Preparing analysis on bonds, funds and insurance investments products.
Meeting clients' financial objectives and reviewing clients' accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision
Company / Banking management : specialisation in Finance, Investments & Insurance Full-time working student