Banking Consultant

WAZAF HR CONSULTANCY; Dubai; On-site; AED 90,000 - 170,000; Full time

Benefits offered by this job

Visa sponsorship (if needed)

Incentives based on experience

Other benefits

Job summary

WAZAF HR CONSULTANCY in the UAE seeks a results-driven Banking Advisor to guide clients in investments and financial planning, building trust and long-term relationships.

You will tailor banking solutions, identify client needs, help them reach financial goals, and exceed sales targets while ensuring compliance with regulations and company policies.

Qualifications include a Bachelor's degree in Finance or related field and proven banking sales, advisory or relationship-management experience.

Qualifications

• Bachelor's degree in Finance/Business Administration or related field.
• Proven experience in banking sales, financial advising or relationship management.
• Strong communication, negotiation and interpersonal skills.
• Goal-oriented with ability to meet/exceed sales targets.
• Analytical thinking and problem-solving skills.

Responsibilities

• Provide expert financial advice to clients to help enhance their portfolios.
• Develop and maintain long-term relationships with clients.
• Identify customer needs and offer tailored banking products and services.
• Achieve and exceed sales targets through effective relationship management.
• Assist clients with banking solutions investments and financial planning.
• Ensure compliance with banking regulations and company policies.

Skills

Communication

Negotiation

Interpersonal

Goal-oriented

Analytical thinking

Financial advisory

Education

Bachelor's degree in Finance/Business Administration

Job description

Location: UAE

Employment Type: Fulltime

Salary: Based on experience incentive other benefits Employment visa (if needed) provided.

Job Responsibilities:

• Provide expert financial advice to clients to help enhance their portfolios.
• Develop and maintain longterm relationships with clients.
• Identify customer needs and offer tailored banking products and services.
• Achieve and exceed sales targets through effective relationship management.
• Assist clients with banking solutions investments and financial planning.
• Ensure compliance with banking regulations and company policies.

Qualifications & Skills:

• Bachelors degree in Finance Business Administration or a related field.
• Proven experience in banking sales* financial advising or relationship management.
• Strong communication negotiation and interpersonal skills.
• Goaloriented with the ability to meet and exceed sales targets.
• Analytical thinking and problemsolving skills.