Job Description

About Us:

Bricks Solutions Financial Consultancy is a leading financial services firm specializing in

investment funds, portfolio management, mutual funds, life & general insurance, wealth planning, and financial planning

. We are committed to helping clients achieve their financial goals through expert guidance and customized solutions.

Job Overview:

We are seeking a dynamic and experienced

Wealth Consultant

to join our team. The ideal candidate will have prior experience as a

Relationship Manager

or

Financial Consultant

in

insurance and investment

domains. You will be responsible for managing client portfolios, providing investment advice, and ensuring long-term financial growth for our clients.

Key Responsibilities:

Identify and approach potential clients through networking, referrals, and direct outreach. Understand clients' financial needs and risk appetite to recommend suitable investment and insurance products. Promote and sell financial solutions including mutual funds, portfolio management services, life & general insurance, and retirement/wealth planning. Conduct regular portfolio reviews and offer rebalancing recommendations. Stay updated on market trends, product developments, and regulatory changes. Maintain strong client relationships to encourage long-term engagement and referrals. Meet monthly and quarterly sales targets set by the management team. Ensure compliance with all regulatory and company policies.

What We Offer:

Attractive salary with performance-based incentives. Career growth opportunities in a rapidly expanding financial consultancy firm. Ongoing training and professional development programs. A dynamic and supportive work environment.
If you are passionate about helping clients achieve their financial goals and have expertise in wealth management, we would love to hear from you!

Job Type: Full-time

Pay: AED3,000.00 - AED6,000.00 per month

Ability to commute/relocate:

Dubai: Reliably commute or planning to relocate before starting work (Preferred)
Experience:

Direct Sales: 1 year (Preferred)
Language:

Hindi (Preferred)
Location:

* Dubai (Preferred)