Investment Advisor

7 months ago


Dubai, United Arab Emirates INVESTO INVESTMENT Full time

**Job description**

We are a leading Investment company dedicated to helping our clients achieve their financial goals. We are seeking a talented and motivated Investment Advisor to join our team. The Investment Sales Professional is responsible for generating revenue through the sale of investment products and services to clients. This role involves developing and maintaining client relationships, providing investment advice, and executing investment transactions. The primary goal is to drive business growth by identifying investment opportunities and effectively meeting client needsYou can earn up to AED 10,000/- with incentives.

**Responsibilities**:

- Achieve sales and business targets, including client acquisition by promoting the firm’s investment products to high-net-worth clients
- Answer questions about products or the company
- Build and maintain strong relationships with existing and potential clients.
- Understand clients' financial goals, risk tolerance, and investment preferences.
- Provide personalized investment advice and recommendations based on client needs and objectives.
- Provide ongoing support and service to clients, addressing their inquiries and concerns promptly
- Collaborate with marketing and product teams to develop effective sales strategies.
- Enter and update customer information in the database
- Handle grievances to establish a good customer relationship and preserve the company’s reputation
- Go the “extra mile” to meet sales targets and facilitate future sales
- Stay updated on market developments, regulatory changes, and investment products/services.

**Requirements**:

- Minimum 2-year sales experience in insurance or investment sales or real estate is mandatory
- Proven track record of successfully meeting sales Target
- Ability to learn about products and services and describe/explain them to prospects
- Excellent communication and interpersonal skills
- Cool-tempered and able to handle rejection
- Outstanding negotiation skills with the ability to resolve issues and address complaints
- Ability to communicate well in Arabic is an added advantage

Salary: Up to AED10,000.00 per month

**Salary**: Up to AED10,000.00 per month

**Experience**:

- Investment or Insurance or Banking: 2 years (required)

**Language**:

- Arabic and English (required)


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