Business Development Manager - Wealth Management

Ircfsjobs.com

Dubai

On-site

AED 90,000 - 150,000

Full time

14 days+

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Benefits offered by this job

International conventions
Competitive earnings potential
Global expansion opportunities

Job summary

My client is an independent financial advisory consultancy focused on safeguarding clients' financial futures and serving expatriates worldwide from its Dubai base. As a Business Development Manager you will source and nurture new prospects, present wealth management solutions, schedule appointments, and drive growth while maintaining relationships to meet KPIs.

Fluent English is essential; candidates should be self-motivated with a drive to succeed and a willingness to pursue Level 4

Qualifications

  • Interest in building a career in financial services.
  • Willingness to pursue Level 4 qualification.
  • Excellent communication skills.
  • Driven and target-focused with self-motivation.

Responsibilities

  • Source new prospects via various mediums.
  • Call prospects to introduce services and set appointments.
  • Follow up on leads and manage them effectively.
  • Manage calendars to arrange meetings at suitable times.
  • Maintain relationships with prospects through the sales cycle.
  • Coordinate with third parties involved in the sales process.
  • Meet and exceed KPIs and targets.

Skills

Sales ability
Communication skills
Entrepreneurial mindset
Fluent English
Motivation
Target-driven
Financial services interest

Education

Level 4 qualification in Financial Services

Job description

Business Development Manager - Wealth Management

My client is an independent financial advisory consultancy committed to safeguarding their clients financial future. Founded by UK qualified financial advisers they offer a fresh approach with dynamic energy that sets them apart in the offshore marketplace.

The main goal at my client is to equip individuals with the key competencies for success in their Wealth Management careers. They operate a well-supported selection process to ensure they can deliver exceptional service surpassing competitors. Employees are dedicated to gaining the knowledge skills and expertise required to provide world-class financial planning and wealth management services to expatriates worldwide. Full support is provided to achieve relevant qualifications including the highly recognized Level 4 UK financial planning requirements.

Role Overview

As a Business Development Manager with my client the individual will play a pivotal role in driving business growth by sourcing and nurturing new prospects. This role is best suited for self-starters with initiative and determination to succeed. Effective communication skills are essential as the individual will be responsible for articulating the benefits of the services to potential clients.

Main Responsibilities
  • Source new prospects through various mediums.
  • Contact prospects via telephone to introduce the business and schedule appointments.
  • Promptly follow up on company-provided leads and handle them effectively.
  • Manage calendars and diaries to arrange meetings at suitable times.
  • Maintain relationships with prospects throughout the sales process.
  • Follow up with third parties involved in the sales process.
  • Meet and exceed company KPIs and targets.
Key Requirements
  • Solid interest in building or advancing a career in Financial Services.
  • Willingness to learn and strive for a minimum of Level 4 qualification.
  • High-quality professional communication skills.
  • Success and target-driven mindset.
  • Positive self-motivation.
  • Desire to be part of a firm with a strong reputation and growing global brand.
  • Prior financial services experience is not necessary but a driven and well-motivated individual is preferred.
What My Client Values
  • Fluent English language skills.
  • Proven sales ability and entrepreneurial mindset.
  • Competitive remuneration with exceptional earnings potential for top achievers.
  • Regular incentives including international conventions.
  • Further potential opportunities to be part of aggressive expansion plans and open new offices globally.
Important Note

Ideally candidates will have existing Assets Under Management (AUM) or a book of existing clients.

Competitive remuneration with exceptional earnings potential for top achievers.

Regular incentives including international convention

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