Banking Consultant

WAZAF HR CONSULTANCY; Dubai; On-site; AED 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dynamic financial advisor to enhance client portfolios and build lasting relationships. In this role, you will provide expert financial advice, identify customer needs, and offer tailored banking products. Your goal-oriented approach will help you exceed sales targets while ensuring compliance with banking regulations. This position offers a fantastic opportunity to make a significant impact in clients' financial journeys and contribute to their success. Join a forward-thinking team that values expertise and dedication in the financial sector.

Qualifications

• Bachelor's degree in Finance or Business Administration is required.
• Proven experience in banking sales or financial advising is essential.

Responsibilities

• Provide expert financial advice to enhance client portfolios.
• Develop long-term relationships and achieve sales targets.

Skills

Communication Skills

Negotiation Skills

Interpersonal Skills

Analytical Thinking

Problem-Solving Skills

Sales Target Achievement

Education

Bachelor's degree in Finance

Bachelor's degree in Business Administration

Related field degree

Job description

Job Responsibilities:

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

Qualifications & Skills:

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