- Spend considerable amount of time and energy prospecting for new customers (digital and traditional tactics)
- Meet with prospects and try to convince them to sign on as clients.
- Engage established clients and interview them to assess their risk tolerance and financial goals.
- Discussing clients' financial goals and educating clients on various ways to accomplish them. This includes giving overviews of different investment types and explaining how each can benefit, or hinder, the client's objectives.
- Help clients assess how aggressive they can be with their investments and the amount of risk they can bear. The adviser must consider the client's long- and short-term goals, family status, age, employment and expenses to give the most accurate advice.
- Coordinate and drive the business development / sales activities and lead by example
- Drive the short, medium, and long-term sales activities
- Having a track record of being a great trusted relationship builder is an absolute must
- Understanding business and finance, analytical skills and people skills are very important
- Advisors need to be able to read data, recognize trends, and anticipate where markets are going to be of the most value to their clients particularly for real estate asset
- Enjoy the challenge of building and growing a digital platform based business
- Comes from a startup / scaleup digital venture background, ideally worked on startup platform before
- Have an eye for the broader strategic aspects and trends
- Proactive, self-driven, and able to thrive in a fast-moving startup environment
- Take ownership; when a task or an area of responsibility resides with you, we trust it will be driven to completion, on time and to high quality
- Think strategically, but with a bias towards getting stuff done without over-thinking it
- Are structured, focused, and able to keep to task lists and time lines
- Communicate fluently and effectively in English and arabic , internally and with external partners.
- Are committed to the job and the growth opportunity in a startup
- Enjoy working as part of a team
- An open and collaborative company looking to develop a world-class engineering outfit.
- Minimal hierarchy - you'll work closely with our industry experienced founding team.
- A meaningful amount of equity.
- More perks as we (and you) think of them.
- Introductory Conversation: A chance for us to get to know each other.
- Financial Deep-Dive: Dive into financial and investment aspects, showcasing your expertise.
- Culture Interview: Explore your fit within our collaborative and innovative culture.
Relationship Manager - Dubai, United Arab Emirates - SmartCrowd
Description
Job Description – Relationship Manager
Location: Dubai, UAE – Full-Time / Onsite
About SmartCrowd:
Join the revolution at SmartCrowd, where Fintech innovation meets real estate investment We're not your average company; we're a dynamic startup with a bold vision: to become the leading crowdfunding platform in the MENA region and beyond.
Our mission To empower everyone with the opportunity to invest in real estate through fractional shares. Say goodbye to exclusivity—our digital platform opens the door for savvy investors of all kinds.
Job Summary:
If you're passionate about reshaping industries, disrupting norms, and making real estate accessible to all through technology, come aboard. Your role here isn't just essential; it's at the heart of our groundbreaking journey.
We are looking for an outstanding relationship manager who has experience in providing financial advice to help clients create viable plans for managing their finances relative to individual and family situations focused on real estate assets.
You need to be likable and trustworthy. Being successful requires building a client base, and doing that involves convincing people that you can be a trusted source for information and direction regarding their investments.
You should be able to understand the emotional needs of our client base and goals such as college savings, retirement, and wealth building and recommend a mix of investments including stocks, bonds, mutual funds, and most importantly real estate to help clients reach their goals.
You will work closely with the founders and the technical partners, but is expected to work independently to take our platform to the next level.
Duties & Responsibilities:
Requirements:
Benefits to Working with us:
Hiring Process:
Our recruitment process aims to be efficient, respecting your time with a total commitment of around 3 hours: