Job Description

The Objective of the role involves independent financial advise to High Net Worth Individuals. As a financial advisor you will be prospecting Clients, understanding their Investment needs & advising them appropriate financial products.

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. Good financial acumen is very important for this role alongside networking and sales skills. Education qualification wise, you will at least have a Bachelor's Degree or equivalent from a recognized Institution/University in business, management, finance, marketing or commerce. Primarily responsible for selling 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
Job Type: Full-time

Pay: AED4,000.00 - AED9,000.00 per month

Application Question(s):

Do you have prior experience in Wealth Advisory, Baking, Financial Institution ?
Application Deadline: 20/05/2025