Role Overview
We are seeking a high-performing, results-driven Senior Associate – Sales to support our client’s growth by identifying and initiating contact with Ultra-High-Net-Worth (UHNW) individuals. The successful candidate will be responsible for securing and scheduling qualified meetings for the Managing Director by leveraging their existing network and company database and demonstrating a strong understanding of wealth management solutions.
This role is ideal for someone with minimum 3 years’ experience in bancassurance and wealth management.
Requirements
Key Responsibilities
- Proactively identify and reach out to UHNW individuals through leads, referrals, and personal networks.
- Secure meetings for the Managing Director with qualified prospects by articulating the firm’s value proposition.
- Maintain a consistent pipeline of high-quality leads and regularly update internal reporting systems.
- Build credibility and rapport with potential clients through professional and insightful conversations.
- Work closely with internal stakeholders to align messaging and outreach efforts with business goals.
- Support follow-ups post-meetings to ensure prospects are moved along the client conversion process.
Key Requirements
- Minimum of 3 years’ experience in a similar role within bancassurance and wealth management is mandatory.
- Proven ability to initiate contact and build relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals.
- Demonstrated success in setting up qualified appointments and/or closing leads for senior management.
- Personal database or network of contacts within the UHNW segment is essential.
- Excellent verbal communication in English and Arabic is mandatory.
- Excellent Interpersonal skills with a polished, professional approach are mandatory.
- Highly self-motivated with a disciplined work ethic and a strong sense of ownership and accountability.
- Experience in the UAE or GCC market preferred.
Benefits
Benefits
- Competitive monthly salary: AED 10,000/- – AED 15,000/-
- Career growth opportunities