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