Wealth Manager
1 day ago
Company Description
Prosperity Services aims to create a centralized platform that can cater to the various wealth management needs of clients, who cannot dedicate hours of their day to monetary management and prioritization. Powered by some of the most experienced personnel in the industry, we deliver insights and action plans that not just stabilize your wealth but gives it the exposure it deserves to grow and multiply
. By offering tailored strategies in protection planning, education planning, retirement, and wealth management, we work toward securing peace of mind and financial success for each client.
Role Description
This is a full-time on-site role for a Wealth Manager / Senior Sales Executive based in Dubai. The primary responsibilities include developing and managing client relationships, creating tailored financial plans, advising on investment strategies, and offering insurance solutions. The role also involves closely analysing market trends, identifying new sales opportunities, and ensuring client financial goals are met through strategic advice and ongoing portfolio management.
Qualifications
- Proven expertise in Financial Planning and Investment Management
- Strong knowledge of Investments and general Finance principles
- Experience in Insurance-related services and solutions
- Exceptional interpersonal and communication skills for client engagement
- Demonstrated ability to analyse market trends and develop strategic financial plans
- Minimum of a Bachelor's degree in Finance, Business Administration, or a related field
- Master's degree in Business Administration, Marketing, or a related field will be an added advantage
- Previous experience in wealth management or a senior sales role is highly desirable
- Proven track record of meeting and exceeding sales targets
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