Relationship Officer

Dubai, DU, AE, United Arab Emirates

Job Description

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 in Insurance, Wealth Market and relationship management preferably within the financial services or insurance industry.

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.

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.

Lucrative Incentives Structure with Salary

Job Type: Full-time

Pay: From AED4,000.00 per month

Application Question(s):

• Do you have Prior Experience of Sales in Banking / Finance / Broker Sector ?
• The Candidate should be available in Dubai for the Interviews. Are you available in Dubai ?

Expected Start Date: 01/08/2024

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Job Detail

  • Job Id
    JD1708431
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Contract
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Dubai, DU, AE, United Arab Emirates
  • Education
    Not mentioned