Job: Wealth Management Sales Associate
Department: Wealth Management

Qualification:

• Bachelors degree in finance, business administration, or a related field.
• MBA, CFA, or other relevant professional certifications are highly preferred.
• Minimum 3 years of experience working as a Wealth Management Sales Associate in a wealth management company, financial institution, brokerage firm, or bank.
• Proven track record of achieving sales targets and generating revenue.
• Strong understanding of financial markets, investment strategies, and wealth management products.
• Excellent communication, interpersonal, and presentation skills.
• Sound knowledge of regulatory frameworks governing the wealth management industry.

No. Of Openings: 1 to 2
Location: Dubai
Experience in years: 3+ years

Responsibilities

• Drive Sales:

• • Achieve monthly revenue targets by actively promoting and selling our wealth management products and services.
• Develop and execute sales strategies to acquire new clients and grow existing relationships.
• Identify and pursue new business opportunities through networking, referrals, and market research.
• Proactively identify and capitalize on opportunities to cross-sell relevant products and services offered by the firm to existing clients.
• Relationship Management:
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• Build and maintain strong relationships with high-net-worth clients, providing personalized advice and solutions.

• Provide exceptional customer service and address client inquiries promptly and professionally.
• Conduct regular client meetings to review portfolios, discuss financial goals, and offer investment recommendations.
• Business Development:
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• Develop and expand distribution channels for the firms wealth management services.

• Generate new leads and referrals through networking, industry events, and marketing initiatives.
• Collaborate with internal teams to ensure seamless client onboarding and service delivery.
• Product Knowledge:
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• Maintain a strong understanding of the firms wealth management offerings, including investment strategies, financial planning tools, and estate planning solutions.

• Stay up-to-date on financial market trends, wealth management products, and regulatory changes.
• Compliance:
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• Adhere to all applicable regulations and internal policies, ensuring compliance with industry standards and ethical practices.

• Maintain accurate records of client interactions and transactions.

• Drive Sales