Junior Wealth Associate

Sarwa; Abu Dhabi; Remote; AED 120,000 - 160,000; Full time

Job summary

A financial services platform is seeking a Junior Wealth Associate to enhance client engagement and support Wealth Advisors. The role involves outreach, managing client interactions, and optimizing advisory relationships. Ideal candidates have a Bachelor's degree and 1-2 years in client-facing financial services, with strong communication and organizational skills. This position is remote-first, offering flexibility and a supportive team atmosphere.

Benefits

Remote-first and flexible work environment

Great company healthcare package

Learning and development budget

Qualifications

• 1-2 years of experience in client-facing financial services or wealth management.
• Ability to identify client needs and introduce advisory services.
• Familiarity with CRM tools is a plus.

Responsibilities

• Engage with existing clients to schedule advisory meetings.
• Conduct outreach to new clients, providing excellent first impressions.
• Act as the first contact for clients, navigating the platform.

Skills

Excellent communicator in English

Client engagement

Organizational skills

Attention to detail

Education

Bachelor’s degree

Tools

CRM tools

Job description

Job Title: Junior Wealth Associate (Full Time)

Location: Remote

Department: Investments & Advisory

In 2017, our founders started Sarwa due to a lack of financial services offered to most of the world, and out of a need to help empower people in the region to invest in their financial future. Sarwa is poised to continue growing into the go-to platform for people to grow their wealth. We do this through expert, affordable and easy investing. We're a small team working on the region's first and fastest growing investment and personal finance platform, making investing easy, low-cost and transparent, with a human touch woven into every step of the process.

We are a remote-first team. Where you choose to work is up to you - we have an office in Abu Dhabi that you can utilize as often or little as you'd like.

Role Overview

The Junior Wealth Associate will be an integral part of the Investments & Advisory team, working closely with Wealth Advisors to engage with clients, enhance their experience, and drive conversion rates. This role requires a proactive individual who can confidently interact with clients, identify high-value opportunities, and support the team in delivering top-tier service

Key Responsibilities

• Engage with existing portfolio clients to schedule advisory meetings.

• Conduct outreach to new clients, welcoming them to the platform and addressing initial inquiries, providing an excellent first impression of Sarwa.

• Act as the first point of contact for clients, helping them navigate the platform and answering basic guidance questions.

• Identify high-propensity clients who may benefit from a deeper advisory relationship and introduce them to the appropriate Wealth Advisor.

• Work closely with Wealth Advisors to optimize client engagement and ensure seamless hand-offs.

• Support efforts to increase conversion rates by guiding new clients through their investment journey and addressing concerns effectively.

• Maintain accurate records of client interactions and follow-ups within the CRM system

• Ensure all tasks are up to date in the CRM system.

• Stay informed about Sarwa’s offerings to provide informed responses to client inquiries

Qualifications & Requirements

• Bachelor’s degree

• 1-2 years of experience in client-facing financial services, wealth management, or a similar role is preferred.

• An excellent communicator in English and Arabic (preferably!), you love to talk to people and understand the value of good communication skills.

• Familiarity with CRM tools is a plus.

• Highly organized with the ability to manage multiple tasks and keep records updated in the CRM system.

• Ability to identify client needs and effectively introduce them to advisory services.

• Comfortable working in a fast-paced environment with strong attention to detail.

Some of our benefits

• Remote-first and flexible work environment

• Diverse, driven and supportive team with a positive work atmosphere (one of our core values)

• A culture of growth - being mentored, coached and supported to grow in your career

• Great company healthcare package

• Learning and development budget

• No fees on Sarwa's products

If you are passionate about investments, enjoy engaging with clients, and want to build a career in wealth management, we’d love to hear from you!