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Wealth Management Advisor

2 weeks ago


Dubai, Dubai, United Arab Emirates StashAway Full time
Key Responsibilities

As a Wealth Advisor (Junior) at StashAway Dubai, your primary focus will be on driving AUM growth with premium clients. This includes:

  • Delivering financial guidance through fact-finding of customers' financial goals and needs.
  • Maintaining and developing long-lasting relationships with customers by offering exceptional service and support.
  • Generating new investor opportunities through customer events, financial reviews, and proactive outreach to potential customers.
  • Building and capitalizing on referral opportunities from existing clients to expand our client base and foster community trust.