Relationship Officer - Dubai, United Arab Emirates - Elite Assests

Elite Assests

Verified Company

Dubai, United Arab Emirates

1 week ago

Posted by:

Ahmed Al-Mansouri

beBee Recruiter

Description

Job Description :
Relationship Manager -Wealth

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:

Someone with an entrepreneurial drive, persistent and wants to make a meaningful difference in the lives of clients.

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
Must have at least 3 years of proven track record in Broking, Wealth Management and Structured products in India or International markets.
Well versed with financial product offerings, both in domestic and international markets
Providing advisory services for various financial products like PMS, Mutual Funds, Insurance products, Fixed Income, Structured Products.
Should be able to acquire high value relationships of UHNIs, HNI clients, retaining and enhancing advisory services
Must be able to effectively handle client servicing for wealth management needs
To coordinate with relevant teams across organization to handle client queries
Must have zeal and enthusiasm to achieve targets set by the organization
Earning Potential: We follow an entrepreneurial model where you will be earning in direct proportion to the income generated on sale of insurance and investment products plus fixed salary and other benefits

COVID-19 considerations:

Ability to commute/relocate: