Banking Consultant

WAZAF HR CONSULTANCY; Dubai; On-site; AED 120,000 - 200,000; Full time

Job summary

A financial services firm in Dubai is looking for a skilled financial advisor to provide expert advice and enhance client portfolios. The ideal candidate will have a Bachelor's degree in Finance or a related field and proven experience in banking sales or financial advising. Responsibilities include developing client relationships, tailoring banking products to customer needs, and ensuring compliance with policies. This full-time position offers a competitive salary based on experience and additional benefits.

Benefits

Employment visa (if needed) provided

Incentives based on performance

Qualifications

• Proven experience in banking sales, financial advising or relationship management.
• Goal-oriented with the ability to meet and exceed sales targets.

Responsibilities

• Provide expert financial advice to clients to 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

Strong communication

Negotiation

Interpersonal skills

Analytical thinking

Problem-solving

Education

Bachelor's degree in Finance, Business Administration or related field

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 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.

Qualifications & Skills

• Bachelor's 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.
• Goal-oriented with the ability to meet and exceed sales targets.
• Analytical thinking and problem-solving skills.