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
