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Wealth Relationship Officer

1.00 to 10.00 Years   Dubai, United Arab Emirates   12 Feb, 2025
Elite Marketing Management LLC
1 to 9 Jobs Openings
Job LocationDubai, United Arab Emirates
EducationNot Mentioned
Salary$1,500 - $2,000
IndustryFinancial Services
Functional AreaNot Mentioned

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:

  • Someone with an entrepreneurial drive, persistent and wants to make a meaningful difference in the lives of clients.
  • Prior experience within sales in Insurance, Wealth Market and relationship management preferably within the financial services or insurance industry.
  • Good financial acumen is very important for this role alongside networking and sales skills.
  • Primarily responsible for selling India based investment products
  • Must have at least 1 year 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.

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