Relationship Officer- Wealth

Confidential Company; Dubai; On-site; AED 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dynamic Financial Advisor to provide independent financial advisory services to High Net-worth Individuals. This role involves understanding clients' investment needs, designing tailored solutions, and advising on suitable financial products. The ideal candidate will have a proven track record in wealth management and sales, exceptional communication skills, and a strong financial acumen. Join a forward-thinking company where your entrepreneurial drive can make a meaningful impact on clients' financial journeys, while enjoying a range of perks and benefits.

Benefits

Annual Air Ticket

Commission

Medical Insurance

Paid Leaves

Visa Assistance

Qualifications

• 3+ years in Broking, Wealth Management, or Insurance.
• Strong analytical and communication skills required.

Responsibilities

• Provide financial advisory to High Net-worth Individuals.
• Design investment solutions and build client relationships.

Skills

Wealth Management

Sales Skills

Financial Acumen

Analytical Skills

Networking

Problem-Solving

Education

Bachelor's Degree in Finance

MBA or Advanced Degree

Job description

Annual Air Ticket, Commission, Medical Insurance, Paid Leaves, Perks & Benefits As Per Labour Law, Visa

Vacancy

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:

• Must have at least 3 years of proven track record in Broking, Wealth Management and Structured products, Insurance & Mutual funds in India or International markets.
• Prior experience within sales, business development and relationship management preferably within the financial services or insurance industry will be a big plus.
• We are open to consider experience in sales from other industries like banking, real estate, hospitality etc. based on your aptitude to transition into a Financial Advisory role.
• 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.
• Someone with an entrepreneurial drive, persistent and wants to make a meaningful difference in the lives of clients.

Desired Candidate Profile

• Bachelor's degree in finance, economics, or a related field; an MBA or advanced degree is preferred.
• Experience in dealing with high-net-worth individuals and a nuanced understanding of their unique financial needs.
• Strong analytical skills, with the ability to interpret financial data and market trends effectively.
• Exceptional communication and interpersonal skills to build rapport and trust with clients.
• Ability to work under pressure and manage multiple client relationships simultaneously while maintaining high service standards.
• A proactive attitude with excellent problem-solving abilities, ensuring clients receive timely and effective solutions.

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