Wealth Management Sales Associate

1 month ago


Dubai, United Arab Emirates PhillipCapital Full time

**Job**: Wealth Management Sales Associate

**Department**: Wealth Management

**Qualification**:

- Bachelors degree in finance, business administration, or a related field.
- MBA, CFA, or other relevant professional certifications are highly preferred.
- Minimum 3 years of experience working as a Wealth Management Sales Associate in a wealth management company, financial institution, brokerage firm, or bank.
- Proven track record of achieving sales targets and generating revenue.
- Strong understanding of financial markets, investment strategies, and wealth management products.
- Excellent communication, interpersonal, and presentation skills.
- Sound knowledge of regulatory frameworks governing the wealth management industry.

**No. Of Openings**: 1 to 2

**Location**: Dubai

**Experience in years**: 3+ years

**Responsibilities**
- **Drive Sales**:
- Achieve monthly revenue targets by actively promoting and selling our wealth management products and services.
- Develop and execute sales strategies to acquire new clients and grow existing relationships.
- Identify and pursue new business opportunities through networking, referrals, and market research.
- Proactively identify and capitalize on opportunities to cross-sell relevant products and services offered by the firm to existing clients.
- **Relationship Management**:
- Build and maintain strong relationships with high-net-worth clients, providing personalized advice and solutions.
- Provide exceptional customer service and address client inquiries promptly and professionally.
- Conduct regular client meetings to review portfolios, discuss financial goals, and offer investment recommendations.
- **Business Development**:
- Develop and expand distribution channels for the firms wealth management services.
- Generate new leads and referrals through networking, industry events, and marketing initiatives.
- Collaborate with internal teams to ensure seamless client onboarding and service delivery.
- **Product Knowledge**:
- Maintain a strong understanding of the firms wealth management offerings, including investment strategies, financial planning tools, and estate planning solutions.
- Stay up-to-date on financial market trends, wealth management products, and regulatory changes.
- **Compliance**:
- Adhere to all applicable regulations and internal policies, ensuring compliance with industry standards and ethical practices.
- Maintain accurate records of client interactions and transactions.


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