Key Responsibilities:
Build and maintain strong relationships with new and existing clients
Understand client financial goals and recommend suitable wealth or investment solutions
Support business development efforts and contribute to revenue generation
Identify opportunities to cross-sell financial products and services
Monitor market trends and stay informed on relevant financial products
Maintain accurate client records and follow internal compliance processes
Prepare and present proposals, reports, and client updates as required
Work closely with internal teams to ensure smooth client onboarding and service delivery
Requirements:
Bachelor’s degree in Finance, Business, Economics, or a related field
Minimum 2 to 3 years of experience in wealth management, financial services, relationship management, or sales
Strong communication, presentation, and interpersonal skills
Proven ability to manage clients and generate business
Good understanding of financial products and market trends
Fluent in English and Hindi
UAE driving license is preferred
Candidates who are immediately available will be preferred
Preferred Profile:
Experience dealing with high-net-worth or affluent clients
Strong sales mindset with the ability to work toward targets
Good knowledge of the UAE financial services market
Professional, polished, and client-facing personality