Seguro – Senior Wealth Manager Jobs In Sharjah | SEGURO
SEGURO
Seguro – Senior Wealth Manager Jobs In Sharjah | SEGURO
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- Responsible for acquiring preferred clients (HNI / Ultra HNI).
- Maintaining client relationships and generate AUM from preferred clients.
- Advising HNI / Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
- Track the HNI / Ultra HNI segment in the market for new client acquisition.
- To research, investigate and update themselves on available investment opportunities / financial market trend to determine whether they fit into clients portfolios.
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Responsibilities
- To research, investigate and update themselves on available investment opportunities / financial market trend to determine whether they fit into clients portfolios.
- Use financial acumen and investment expertise to review a client’s personal data, align client’s need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long term investment goals.
- Achievement of product-wise targets.
- Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio.
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Requirement
- Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio.
- Conduct risk profiling of all mapped clients for better advisory on investment needs.
- Regular contact with all mapped clients through weekly / monthly calls – Resolution of queries of all mapped clients within TAT specified.
- Ensuring need based product approach towards clients and regular reporting of product penetration.
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Beware of fraudsters
Recognize Common Scams
- Phishing Emails: Fraudsters often send emails that appear to be from legitimate companies, asking for personal information.
- Phone Scams: Scammers may call pretending to be from a government agency or well-known company, demanding money or personal details.
- Online Shopping Scams: Beware of deals that seem too good to be true on unfamiliar websites.
- Investment Scams: Offers of high returns with little risk are often fraudulent.
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Protect Your Information
- Do Not Share Personal Information: Never give out personal, financial, or login information over the phone or online unless you are sure of the recipient’s identity.
- Use Strong Passwords: Create complex passwords and update them regularly. Avoid using the same password for multiple sites.
- Enable Two-Factor Authentication: Adds an extra layer of security to your accounts.
Verify Authenticity
- Check Email Addresses and URLs: Fraudulent emails and websites often have slight discrepancies from the real ones.
- Research Before You Buy: Look up reviews and ratings of websites or sellers before making a purchase.
- Contact Companies Directly: If you receive an unexpected communication, use the contact information on the company’s official website to verify its authenticity.
Stay Informed
- Be Wary of Unsolicited Offers: If something seems out of the blue, it’s worth questioning its legitimacy.
- Educate Yourself: Stay updated on the latest scams by following news and alerts from consumer protection agencies.
What to Do If You’re Targeted
- Report It: Contact local authorities or consumer protection agencies to report the fraud attempt.
- Monitor Your Accounts: Keep an eye on your bank and credit card statements for any unauthorized transactions.
- Change Your Passwords: If you suspect your information has been compromised, update your passwords immediately.
Resources
- Federal Trade Commission (FTC): Offers resources and a reporting mechanism for scams.
- Better Business Bureau (BBB): Provides business ratings and scam tracker.
- Consumer Financial Protection Bureau (CFPB): Protects consumers from financial fraud.
By staying vigilant and following these precautions, you can significantly reduce your risk of falling victim to fraudsters.
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