Job Description

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