The objective of the role involves providing independent financial advisory to High Net-worth Individual clients for creating, growing and safe-guarding their wealth. As a Financial Advisor you will be prospecting clients, understanding their investment needs, designing appropriate solutions and advising the most suitable financial products alongside providing life-long partnership.
What are we looking for:
- Someone with an entrepreneurial drive, persistent and wants to make a meaningful difference in the lives of clients.
- Prior experience within sales in Insurance, Wealth Market and relationship management preferably within the financial services or insurance industry.
- Good financial acumen is very important for this role alongside networking and sales skills.
- Primarily responsible for selling India based investment products
- Must have at least 1 year of proven track record in Broking, Wealth Management and Structured products in India or International markets .
- Well versed with financial product offerings, both in domestic and international markets
- Providing advisory services for various financial products like PMS, Mutual Funds, Insurance products, Fixed Income, Structured Products .
- Should be able to acquire high value relationships of UHNIs, HNI clients, retaining and enhancing advisory services.
- Must be able to effectively handle client servicing for wealth management needs.
Job Type: Full-time
Pay: AED4,000.00 - AED9,000.00 per month