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