Job:  Wealth Management Sales Associate

Department:  Wealth Management

Qualification:  

• Bachelors degree in finance, business administration, or a related field.
• MBA, CFA, or other relevant professional certifications are highly preferred.
• Minimum 3 years of experience working as a Wealth Management Sales Associate in a wealth management company, financial institution, brokerage firm, or bank.
• Proven track record of achieving sales targets and generating revenue.
• Strong understanding of financial markets, investment strategies, and wealth management products.
• Excellent communication, interpersonal, and presentation skills.
• Sound knowledge of regulatory frameworks governing the wealth management industry.

No. Of Openings:  1 to 2

Location:  Dubai

Experience in years:  3+ years  

Responsibilities   

• Drive Sales:
• Achieve monthly revenue targets by actively promoting and selling our wealth management products and services.
• Develop and execute sales strategies to acquire new clients and grow existing relationships.
• Identify and pursue new business opportunities through networking, referrals, and market research.
• Proactively identify and capitalize on opportunities to cross-sell relevant products and services offered by the firm to existing clients.
• Relationship Management:
• Build and maintain strong relationships with high-net-worth clients, providing personalized advice and solutions.
• Provide exceptional customer service and address client inquiries promptly and professionally.
• Conduct regular client meetings to review portfolios, discuss financial goals, and offer investment recommendations.
• Business Development:
• Develop and expand distribution channels for the firms wealth management services.
• Generate new leads and referrals through networking, industry events, and marketing initiatives.
• Collaborate with internal teams to ensure seamless client onboarding and service delivery.
• Product Knowledge:
• Maintain a strong understanding of the firms wealth management offerings, including investment strategies, financial planning tools, and estate planning solutions.
• Stay up-to-date on financial market trends, wealth management products, and regulatory changes.
• Compliance:
• Adhere to all applicable regulations and internal policies, ensuring compliance with industry standards and ethical practices.
• Maintain accurate records of client interactions and transactions.