Wealth Management Bdm

2 months ago

Dubai, United Arab Emirates Prestige IFA Jobs Full time

Our client offering this position based in the UAE is a borderless, independent financial advisory consultancy, unrelenting in its commitment to safeguarding their client’s financial future.

Founded by UK qualified financial advisers, our client offers a fresh approach with a dynamic energy that sets it apart from its competitors in the offshore marketplace.

This job is best suited to self-starters who have initiative and the determination to succeed. Effective communication is absolutely essential for this role.

You will be required to learn the fundamental points around what our client do as a business and how the service they provide benefits their clients. Getting a good understanding of the products they use, the implications of the advice they provide, and the nature of their relationships with their clients is essential.

They expect all their Business Development Managers to maintain a positive attitude and to want to be the best at everything they do. Their BDM’s should be eager to learn and capable of providing their prospects enough basic information when they are questioned on the phone.

Business Development Managers based in Dubai are offered the support they need to achieve their required financial qualifications and become Wealth Managers.

**MAIN RESPONSIBILITIES**:

- Sourcing new prospects through all available mediums
- Contacting new prospects via telephone to introduce the business and arrange an appointment
- Ensuring all company provided leads are contacted as promptly as possible
- Ensuring all company provided leads are handled in the most suitable way
- Managing calendars and diaries to ensure meetings are arranged at suitable times
- Maintaining a relationship with the prospect though-out the sales process
- Following up with any third parties involved in our sales process, including but not limited to: Pension administrators, trustees, life companies
- Meeting all KPI’s to ensure all company minimum targets are exceeded

**WHAT OUR CLIENT VALUES**:

- Solid interest in building or furthering a career in Financial Services
- Those who are willing to learn - all their Wealth Managers must strive to be a minimum of level 4 qualified
- High quality professional communicators
- Success and target driven
- Positive self-motivators
- Want to be a part of a firm with exceptionally strong reputation and growing global brand

**REMUNERATION**:
Basic salary is 3000 AED plus 6000 AED retainer, plus between 10% and 14% of the advisor’s gross commission on business you generated. The rate would depend on the consultant you work for and what rate they’re on.

**FURTHER INFORMATION**:
Each step of your journey will be carefully discussed and mapped out to ensure that it will support, develop, and challenge you while providing the opportunity to grow and contribute. It will give you the opportunity to work with a wide variety of clients, across the globe and to collaborate within the teams as you increase your knowledge and skills. You will be exposed to a various clientele and business opportunities in the first phase of the academy which will help define which next step you take.

You will receive full support to achieve all the relevant Wealth Manager qualifications alongside the highly recognised level 4 UK financial planning requirements and other further qualifications for those that want to pursue them.

Once they have fully assessed your development and progression you will be selected to join one of their Advisory Teams to start working as an International Wealth Manager taking care of clients and building your own book of clients.

Very Competitive remuneration with exceptional earnings for top achievers. Regular incentives, including international conventions.

Further potential opportunity to be a part of the aggressive expansion plans and open new offices globally.

**Salary**: From AED1.00 per year

Application Question(s):

- Do you have sufficient savings to afford a relocation and getting started in a new country?
- Are you authorized to work in this country, or do you need a permit?
- Which country or countries is your passport(s) from?
- What is your year of birth?
- Do you have a transferrable client book that you can take with you to a competitor?
- Does you current position/ employment require a notice period when resigning? If so, how long?
- Are you aware that this position requires you to be in office in Dubai?

**Experience**:

- financial services telesales / BDM: 1 year (preferred)

  • Management Accountant

    2 months ago

    Dubai, United Arab Emirates Skybound Wealth Management Full time

    Skybound Wealth Management are seeking an experienced and detail oriented Management Accountant to join their fast paced and ever expanding Dubai office. The role holder will be responsible for managing the company's financial records, preparing financial reports, and analyzing financial data. **Job Responsibilites**: - Preparing financial statements for...

  • Management Accountant

    1 week ago

    Dubai, United Arab Emirates Skybound Wealth Management Full time

    Skybound Wealth Management are seeking an experienced and detail oriented Management Accountant to join their fast paced and ever expanding Dubai office. The role holder will be responsible for managing the company's financial records, preparing financial reports, and analyzing financial data. **Job Responsibilites**: - Preparing financial statements for...

  • Management Accountant

    2 months ago

    Dubai, United Arab Emirates Skybound Wealth Management Full time

    Skybound Wealth Management are seeking an experienced and detail oriented Management Accountant to join their fast paced and ever expanding Dubai office. The role holder will be responsible for managing the company's financial records, preparing financial reports, and analyzing financial data. **Job Responsibilites**: - Preparing financial statements for...

  • Wealth Manager

    2 weeks ago

    Dubai, United Arab Emirates Skybound Wealth Management Full time

    As a leading organization in our sector with offices based across the globe, Skybound Wealth Management have developed a unique advice proposition which has led to a significant increase in client demand. As a Financial Planner in the UAE, you will work in a face to face and online capacity with clients across the Emirates and wider GCC. Skybound will also...

  • Management Accountant

    6 days ago

    Dubai, Dubai, United Arab Emirates Skybound Wealth Management Full time

    Skybound Wealth Management are seeking an experienced and detail oriented Management Accountant to join their fast paced and ever expanding Dubai office. The role holder will be responsible for managing the company's financial records, preparing financial reports, and analyzing financial data.Job Responsibilites: Preparing financial statements for internal...

  • Management Accountant

    2 months ago

    Dubai, United Arab Emirates Skybound Wealth Management Full time

    Preparing financial statements for internal and external use - Preparing monthly management accounts and quarterly group consolidated accounts - Preparing monthly and bi-weekly payruns - Monitoring the Accounts and Commissions inboxes - Preparing weekly reports on company and Advisors/BDM’s performance - Processing Advisors/BDM commissions onto our...

  • Management Accountant

    6 days ago

    Dubai, Dubai, United Arab Emirates Skybound Wealth Management Full time

    Preparing financial statements for internal and external use Preparing monthly management accounts and quarterly group consolidated accounts Preparing monthly and biweekly payruns Monitoring the Accounts and Commissions inboxes Preparing weekly reports on company and Advisors/BDM's performance Processing Advisors/BDM commissions onto our internal operating...

  • Sales Executive | Coral Wealth Investment Dubai

    1 month ago

    dubai, United Arab Emirates Coral Wealth Investment Full time

    Sales Executive | Coral Wealth Investment DubaiCORAL WEALTH INVESTMENT IN HEALTHCARE ENTERPRISES & DEVELOPMENT CO. L.L.C, a pioneering organization dedicated to the advancement of healthcare, technology, and education sectors.Sales Executive | Coral Wealth Investment Dubai | Apply NowRole DescriptionThis is a full-time on-site role for a Sales Executive...

  • Sales Executive | Coral Wealth Investment Dubai

    3 weeks ago

    dubai, United Arab Emirates Coral Wealth Investment Full time

    Sales Executive | Coral Wealth Investment DubaiCORAL WEALTH INVESTMENT IN HEALTHCARE ENTERPRISES & DEVELOPMENT CO. L.L.C, a pioneering organization dedicated to the advancement of healthcare, technology, and education sectors.Sales Executive | Coral Wealth Investment Dubai | Apply NowRole DescriptionThis is a full-time on-site role for a Sales Executive...

  • Lift & Elevator Bdm Required for The Facility

    2 months ago

    Dubai, United Arab Emirates Affordable Facility Management Company Full time

    Lift & Elevator BDM Required for the Facility Management Group Ability to Commute: - Dubai (required) Ability to Relocate: - Dubai: Relocate before starting work (required)

  • Financial Coordinator Bdm Dubai

    2 months ago

    Dubai, United Arab Emirates Prestige IFA Jobs Full time

    Our client is a borderless, independent financial advisory consultancy, unrelenting in its commitment to safeguarding their client’s financial future. Founded by UK qualified financial advisers, our client offers a fresh approach with a dynamic energy that sets it apart from its competitors in the offshore marketplace. This job is best suited to...

  • Wealth Management Administrator

    2 months ago

    Dubai, United Arab Emirates Skybound Wealth Management Full time

    This specific position will focus on supporting our UAE Team. The business for this area heavily focuses on investment planning for individuals who live outside of areas where we have regulated offices. Key Duties: - Maintaining and chasing the New Business Pipeline to ensure swift activation of policies - this involves chasing Providers, Clients and...

  • Wealth Management Administrator

    6 days ago

    Dubai, Dubai, United Arab Emirates Skybound Wealth Management Full time

    This specific position will focus on supporting our UAE Team. The business for this area heavily focuses on investment planning for individuals who live outside of areas where we have regulated offices.Key Duties: Maintaining and chasing the New Business Pipeline to ensure swift activation of policies this involves chasing Providers, Clients and Advisers...

  • Wealth Manager

    2 months ago

    Dubai, United Arab Emirates Swals Marketing Management LLC Full time

    1. Conduct thorough investment analysis and provide recommendations tailored to the financial goals. 2. Monitor and adjust investment portfolios based on market conditions and the risk profile. 3. Develop personalized financial plans to achieve short-term and long-term objectives 4. Collaborate with legal professionals to develop and implement effective...

  • Wealth Manager

    4 hours ago

    Dubai, United Arab Emirates Swals Marketing Management LLC Full time

    1. Conduct thorough investment analysis and provide recommendations tailored to the financial goals. 2. Monitor and adjust investment portfolios based on market conditions and the risk profile. 3. Develop personalized financial plans to achieve short-term and long-term objectives 4. Collaborate with legal professionals to develop and implement effective...

  • Bdm Head

    2 months ago

    Dubai, United Arab Emirates Dautom Information Technology Full time

    **Role**: **Manager - International Business Development** - Languages - Hebrew, Japanese, Spanish ONLY **Experience **- 2 to 6 years of relevant experience in account management and handling multiple projects / tasks simultaneously, preferably in the real estate, and hospitality sector. - **Education**: - Bachelor’s degree in Marketing, Business...

  • Wealth Manager

    5 days ago

    Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full time

    Wealth Manager - Dubai This firm is a pioneering, independent financial advisory consultancy, unwavering in its dedication to safeguarding the financial futures of its clients. Established by UK-qualified financial advisers, the company distinguishes itself with its vibrant energy and innovative approach, setting it apart in the competitive offshore...

  • Wealth Manager

    6 days ago

    Dubai, Dubai, United Arab Emirates Swals Marketing Management LLC Full time

    1. Conduct thorough investment analysis and provide recommendations tailored to the financial goals.Monitor and adjust investment portfolios based on market conditions and the risk profile.Develop personalized financial plans to achieve short-term and long-term objectivesCollaborate with legal professionals to develop and implement effective estate planning...

  • Wealth Manager

    2 weeks ago

    Dubai, United Arab Emirates Red and Green Biz Full time

    KEY RESPONSIBILITIES ARR Talent is pleased to be working with a leading Dubai-based, boutique Wealth Management firm that has an exciting opportunity for an experienced employed Wealth Manager/Financial Adviser to join their UAE team.This is a unique opportunity to be part of an exciting business story and work within a UAE Adviser firm that embodies UK...

  • Group Head of Finance

    2 weeks ago

    Dubai, United Arab Emirates Skybound Wealth Management Full time

    **Role Overview**: As the Global Head of Finance, you will be responsible for overseeing all financial activities of Skybound Wealth Management, ensuring financial health, compliance and strategic growth. Your primary duties will include managing financial forecasting and reporting, day to day oversight of finance processes as well as developing and...