Wealth Advisor

Summary of RoleThe purpose of this role is to develop the Wealth Management business by increasing wealth penetration within the existing portfolio, propose new tie up with investment vendors that will result in increasing generated fee income, marketing vendors, increase AUM, and enhancing the overall quality of service & performance of the business.Key ResponsibilitiesContribute to Wealth Management StrategyAssist in developing and executing the Wealth Management strategy for ABO clients by analyzing client needs, market trends, and investment opportunities to align with the Bank’s objectives.Support Product & Investment OfferingsAssist in the introduction and promotion of new Wealth Management products, services, and investment instruments tailored to ABO clients’ financial goals and risk appetite.Portfolio Growth & Revenue GenerationDrive wealth penetration within the existing client portfolio by identifying cross-selling and up-selling opportunities, with the objective of increasing Assets Under Management (AUM) and generating sustainable fee income.Market & Client Relationship BuildingDevelop and strengthen long-term relationships with high-net-worth clients and key market stakeholders to enhance the Bank’s positioning and capture new business opportunities.Disciplined Sales ExecutionApply a structured and disciplined sales process, including prospecting, needs analysis, solution presentation, and closing, while ensuring follow-up to maximize client satisfaction and business results.High-Quality Client ServiceDeliver exceptional client experiences by providing personalized advice, proactive communication, and timely resolution of client queries and requests.In-Depth Product KnowledgeDemonstrate strong knowledge of Wealth Management products, global markets, and financial instruments, enabling the provision of sound investment recommendations and financial planning advice.Compliance & Risk ManagementEnsure strict adherence to compliance standards, regulatory requirements, and internal risk management policies in all client interactions and transactions.Sales & Performance ReportingMaintain accurate and timely documentation of client meetings, sales calls, and business development activities to support performance tracking and management reporting.RequirementsEducation & Experience RequirementOmani Nationals only.A Bachelor’s degree in Finance, Economics, Business, or a related field is required.Minimum 5 years’ experience in Wealth ManagementExperience in selling insurance products is an added advantageCatering to HNWIDeep knowledge in various asset classes (Mutual funds/Fixed Income/ETF/etc