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Financial Services Professional

2 months ago

Dubai, Dubai, United Arab Emirates StashAway Full time
Unlock Your Potential as a Client Advisor at StashAway

Are you a motivated and results-driven professional looking to make a meaningful impact in the financial services industry? Do you have a passion for delivering exceptional client experiences and driving business growth? If so, we invite you to explore the exciting opportunity to join our team as a Client Advisor at StashAway.

About the Role

As a Client Advisor, you will play a pivotal role in shaping the future of wealth management at StashAway. You will be responsible for building and maintaining strong relationships with our premium clients, providing personalized financial guidance and solutions to help them achieve their financial goals. Your expertise will be instrumental in driving AUM growth, expanding our customer base, and delivering exceptional client experiences.

Key Responsibilities
  • Client Acquisition and Retention: Identify and pursue new business opportunities, build strong relationships with clients, and deliver exceptional service to drive client satisfaction and retention.
  • Financial Planning and Guidance: Provide personalized financial guidance to clients, helping them achieve their financial goals and objectives.
  • AUM Growth and Expansion: Develop and implement strategies to drive AUM growth, expand our customer base, and increase revenue streams.
  • Collaboration and Communication: Work closely with cross-functional teams to ensure seamless delivery of client services, communicate effectively with clients, and provide regular updates on their financial progress.
Requirements
  • Experience: 2-4 years of experience in client-facing roles, preferably in banking, insurance, or asset/wealth management.
  • Skills: Strong knowledge of financial markets, excellent communication skills, and the ability to build trust with clients.
  • Education: A degree in Finance, Economics, or a related field is preferred.
What We Offer
  • Competitive Compensation: A competitive total compensation package, including employee stock options for full-time employees.
  • Management Fee Discount: An employee discount on asset management fees when investing with StashAway.
  • Flexible Work Arrangements: Work-from-home policy, work-from-anywhere policy, and unlimited paid annual leave.
  • Team Bonding Budget: Quarterly team bonding budget and annual off-sites to foster a collaborative and innovative work environment.