Consumer Finance Analyst

4 weeks ago


Abu Dhabi, United Arab Emirates Qureos Full time

This role requires you to understand the Wealth Management industry and the products and services that consumers engage with. The main focus of the role is to strategically target and then directly contact consumers who have previously received financial advice in order to outline the Skybound Wealth proposition and introducing them to one of our qualified, Senior Financial Planners. Many consumers who have received financial advice may be seeking a second opinion or a better ongoing service for which Skybound pride itself on. You will be required to conduct market research in order to stay up to date with the leading product offerings from institutions from around the world to ensure you are able to liaise with consumers.
Skybound also provide full support through the CISI examination process. As a business, we ensure that all Advisers are at a UK Level 4 Diploma standard as a minimum, and see it as good practice to continue this throughout the business.
**Desired Skills and Experience**
- An individual with a proven and demonstrable track record within a pro-active sales and business development role
- Ability to generate leads and strategically develop new business, alongside continue to develop business through referrals
- Comfortable dealing with high net worth individuals
- Ability to handle objections
- Strong, confident, eloquent phone manner
- Good soft skills (organised
- Excel driven, analytical, flexible, pro-active, creative)
- The ability to keep up to date with market trends and latest financial news.
- Ability to navigate through multiple business sites (not just LinkedIn but business sites, directories).

**You will benefit from**:

- A basic salary relevant to current, with commissions dependent on salary
- £45k-£55k year 1 OTE
- Leads (alongside ones you generate yourself) through various data sources
- Warm relationships with key strategic partners across the industry
- Unrivalled quarterly events
- Global Skybound incentives for top performers
- Excellent administrative team to assist with business placement, including an internal pension team
- Internal compliance to the highest level of regulation in every jurisdiction


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