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High Net Worth Client Advisor

1 week ago

Doha, Baladīyat ad Dawḩah, Qatar lxbfYeaa Full time

Job Description:

We are seeking a skilled Relationship Manager for HNI Clients to join our team at QNB Group.

About You:

To succeed in this role, you should have a graduate degree in Finance/Marketing/Economics or any other suitable discipline seasoned with CISI Professional qualifications.

A minimum of 3 years of experience in relationship management with at least 2 years in a Brokerage firm with Broker/Trader experience preferred primarily covering UHNI and HNI clients.

Main Responsibilities:

  1. Develop and maintain strong relationships with HNI clients to understand their needs and provide tailored solutions.
  2. Execute orders accurately and efficiently on behalf of HNI clients.
  3. Monitor and analyze market trends to provide valuable insights to clients.
  4. Collaborate with the sales department to identify new business opportunities and convert leads into sales.
  5. Stay up-to-date with industry developments and regulatory changes to ensure compliance.