Wealth Management Liaison

3 weeks ago


Dubai, Dubai, United Arab Emirates W Executive Full time

Job Requirements:

  • Demonstrated success as a Sales Executive
  • Established connections within Family Offices and among Ultra High Net Worth Individuals (UHNWIs)
  • Proficient in Microsoft Office Suite
  • Experience with Customer Relationship Management (CRM) systems and skilled in building productive business relationships
  • Proven drive and achievement in meeting sales goals
  • Strong capabilities in sales, negotiation, and effective communication
  • Excellent prioritization, time management, and organizational skills
  • Able to create and deliver customized presentations
  • Skilled in relationship management and open to constructive feedback

Responsibilities:

  • Promote, present, and sell the financial offerings of the company
  • Develop and maintain positive relationships with clients and business partners
  • Employ various strategies including outreach calls, mass communications, and personal networking to engage potential clients
  • Respond to client inquiries and concerns to enhance satisfaction
  • Achieve established sales targets within specified timeframes
  • Deliver comprehensive monthly reports detailing activities such as contact volume, meetings, pipeline status, and ongoing initiatives
  • Work collaboratively with investor relations teams, marketing departments, and support staff to optimize sales processes
  • Evaluate market potential and analyze client needs, challenges, interests, competitive dynamics, and opportunities for new products.


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