Job Description

Support the wealth management sales team in client onboarding and documentation processes.

Prepare proposals, investment reports, pitchbooks, and client presentation materials.

Coordinate and schedule client meetings, calls, and follow-ups.

Monitor and track leads, prospects, and pipeline status using CRM tools.

Assist in preparing MIS reports, dashboards, and sales performance analysis.

Administrative Support:

Maintain accurate records and databases for clients, products, and transactions.

Handle administrative tasks such as filing, data entry, invoice processing, and correspondence.

Manage calendars, travel arrangements, and meeting logistics for senior executives.

Ensure compliance with internal processes and regulatory requirements.

Client Service:

Act as a point of contact for client queries, coordinating with relevant teams to ensure timely resolution.

Provide high-quality customer service and build strong relationships with existing and potential clients.

Requirements:

Education & Experience:

Bachelor's degree in Business Administration, Finance, or a related field.

2-4 years of relevant experience in a sales/admin support role within the wealth management or financial services sector.

Skills & Competencies:

Knowledge of investment products, financial markets, and wealth management practices.

Proficiency in MS Office Suite (Excel, PowerPoint, Word); experience with CRM systems is a plus.

Strong organizational and time management skills.

Excellent communication, both written and verbal.

Attention to detail with a high level of accuracy.

Ability to maintain confidentiality and professionalism.

What We Offer:

Competitive compensation and performance-based incentives.

Opportunities for career growth within the investment and wealth management industry.

A collaborative and dynamic work environment.

To Apply:

Please send your updated resume to [email address] with the subject line: Application for Sales Coordinator cum Admin Assistant.

Job Type: Full-time

Pay: AED4,000.00 - AED6,000.00 per month