Experience

Wealth World Capital Investments LLC

• United Arab Emirates
• Investment Banking
• 1 - 100 Employee

• Team Lead Manager

  • Jun 2022 - Present

  ● Develop strategic management plans for your team. Conduct sales training of Team. Business Development in acquiring new customers. Develop Team's headcount through strategic recruitment planning ● Identify, develop and maintain HNW/UHNW relationships. ● Increase wallet share/AUM by undertaking a business development, sales or relationship management approach as appropriate. Responsible for the overall Net New Assets creation and revenue generation on the respective books in a scalable and efficient way ● Balance client relationship, prospect building, investment growth, administrative compliance, personal growth and development on a day-to-day and longer-term basis. Plan and manage resources (time, budget)to run an optimal ● Recommend investment products and services that are suitable for clients based on their objectives, resources, time, horizon, risk profile and preferences. ● Review client portfolios periodically to ensure the portfolio performance is aligned with clients’ investment objective and risk profile. ● Partner with IMs in covering clients to discuss/manage financial goals, risk tolerance, research/analyze market conditions, provide views of various investment types, recommend asset allocation and provide explanation on how they benefit/hinder investment objectives. ● Establish and maintain relationships with the management teams and informing management of any circumstances that require supervisory attention/review/approval. ● Participate in relevant client social events as well as in PR and other marketing activities. Show less