Assistant Vice President - Wealth Management

JOB PURPOSE

Develop a wealth management strategy that will drive sales and business opportunities with financial institutions and to private investors / high-net worth (HNW) individuals.

ROLES AND RESPONSIBILITIES

• Promote Aldar products to the financial institutions and to private individuals


• Identify and segment the financial market for potential new business opportunities


• Analyze insights obtained from financial institutions to determine strategies for meeting clients' financial objectives; structure financial deals / various products that are financially attractive while meeting client’s preferences


• Manage client relationships to ensure completion of transaction.


• Responsible for developing business opportunities (JV/BTS/Land Sale) for individuals with high-net worth individuals


• Partners with team members to address the specific needs of clients in order to cultivate existing client relationships


• Develops customized presentation materials for existing and new clients


• Activation of land bank through Identification of local and regional funds owners, connect with HNI, and partner with Aldar


• Build financial cases (term sheets) and ensure singing of Agreements to complete the transaction

QUALIFICATION AND EXPERIENCE

RELATED YEAR OF EXPERIENCE:

Min of 8+ years related experience in wealth management function or a real estate / developer firm.

FIELD OF EXPERIENCE:

Banking, investment consultancy in a real estate / developer firm

TECHNICAL AND INTERPERSONAL SKILLS

• Sound understanding of banking and financial analysis


• Ability to liaise, influence and interact effectively with various internal divisions


• Strong communication and presentation skills


• Strong financial and analytical skills


• Knowledge of UAE Real estate market


• Knowledge of competitors products and USPs


• Excellent negotiation skills

QUALIFICATION

• Bachelor Degree in Business, Economics or Finance