based in Dubai. We offer personalized financial advisory, investment planning, and portfolio management services tailored to individual and institutional clients. At Oceano Apex, we believe in building relationships based on
trust, transparency, and long-term value creation
.
Job Summary
We are seeking a motivated and client-focused Sr.
Sales Representative
to join our growing team. This role is responsible for engaging with prospective and existing clients, providing product information, coordinating meetings, and ensuring smooth client onboarding and follow-ups. A successful candidate will have strong interpersonal skills, a proactive attitude, and a genuine interest in financial services.
Key Responsibilities
Client Engagement & Communication
Act as the primary point of contact for clients via phone, email, or in-person
Build and maintain strong, long-term relationships with clients
Understand client needs and communicate relevant financial solutions
Sales & Business Development
Present and promote financial services/products to potential clients
Assist in identifying new business opportunities and follow up on leads
Support in achieving sales targets and team goals
Coordination & Documentation
Schedule client meetings and prepare necessary materials
Assist in client onboarding and ensure all documentation is completed accurately
Maintain and update client records in CRM/database systems
Team Collaboration
Coordinate with the Wealth Management and Operations team to ensure seamless service delivery
Support the Director or Senior Advisors with client-related tasks as needed
Requirements
Bachelor's degree in Business, Finance, Marketing, or a related field
2- 5 years of experience in client servicing, sales, or financial services (preferred)
Strong communication and interpersonal skills
Proficient in MS Office and CRM tools
Professional appearance and customer-oriented mindset
Fluent in English; additional languages are a plus
What We Offer
Competitive salary and incentive structure
Opportunity to grow with a fast-paced, ambitious team
Exposure to high-net-worth individuals and investment strategies
Supportive and professional work environment in the heart of Dubai
To apply, send your CV to:
hr@oceanoapex.com
Be a part of a company where
your growth aligns with our clients' success.
Job Types: Full-time, Permanent
Pay: AED3,000.00 - AED4,000.00 per month
Experience:
sales: 2 years (Preferred)
Language:
* English (Preferred)
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.