Relationship Officer Wealth

Dubai, United Arab Emirates

Job Description

: Relationship Manager -Wealth The objective of the role involves providing independent financial advisory to High Net-worth Individual clients for creating, growing and safe-guarding their wealth. As a Financial Advisor you will be prospecting clients, understanding their investment needs, designing appropriate solutions and advising the most suitable financial products alongside providing life-long partnership. What are we looking for: Someone with an entrepreneurial drive, persistent and wants to make a meaningful difference in the lives of clients. Prior experience within sales, business development and relationship management preferably within the financial services or insurance industry will be a big plus. We are open to consider experience in sales from other industries like banking, real estate, hospitality etc. based on your aptitude to transition into a Financial Advisory role. Good financial acumen is very important for this role alongside networking and sales skills. Education qualification wise, you will at least have a Bachelor\xe2\x80\x99s Degree or equivalent from a recognized Institution/University in business, management, finance, marketing or commerce.
  • To implement business strategies for achieving organizational goals, across products
  • Primarily responsible for selling India based investment products
  • Must have at least 3 years of proven track record in Broking, Wealth Management and Structured products in India or International markets .
  • Well versed with financial product offerings, both in domestic and international markets
  • Providing advisory services for various financial products like PMS, Mutual Funds, Insurance products, Fixed Income, Structured Products .
  • Should be able to acquire high value relationships of UHNIs, HNI clients, retaining and enhancing advisory services
  • Must be able to effectively handle client servicing for wealth management needs
  • To coordinate with relevant teams across organization to handle client queries
  • Must have zeal and enthusiasm to achieve targets set by the organization \xe2\x80\xa2
Earning Potential: We follow an entrepreneurial model where you will be earning in direct proportion to the income generated on sale of insurance and investment products plus fixed salary and other benefits Job Type: Full-time COVID-19 considerations:
All Candidates should be vaccinated with the booster dose as well. Use of Masks in office premises is Mandatory. Ability to commute/relocate:
  • Dubai: Reliably commute or planning to relocate before starting work (Required)
Expected Start Date: 01/05/2023

Beware of fraud agents! do not pay money to get a job

MNCJobsGulf.com will not be responsible for any payment made to a third-party. All Terms of Use are applicable.


Job Detail

  • Job Id
    JD1529396
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Dubai, United Arab Emirates
  • Education
    Not mentioned