Responsible for marketing and placing investment proposals to companies, and high net-worth individuals (HNI- s), ensure that all Company products and services reach the target investors and meet the financial objectives.
Major Tasks & Responsibilities
- Raise private equity and debt for the Company and its affiliates
- Sell real estate related investment products developed by the Company or its affiliates
- Conduct surveys, undertake research and collect/collate market information and statistics as required by the management
- Monitor competitor products and pricing and recommend changes to existing pricing.
- Source market information to assess risk and identification of the investment profile needs of all customers
- Comply with the periodic MIS reporting (frequency will be defined by management) on the developments of the product equity placement.
- Conduct a background study and profile each prospect/client and identify their investment appetite, risk adversity, time horizon, asset management, liquidity, capital, and personal demographics.
- Ensure adherence to corporate policies, compliance and quality control measures.
Wealth Management experience with banks in Dubai preferred.
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