Typically, a bachelor’s degree in finance, economics, business, or a related field is required. Relevant certifications like CFP, CFA or MBA may also be beneficial.
We expect at least 2-5 years of experience in wealth management, financial advisory, or a related field, with a proven track record in sales and client management.
Freshers can also apply with an initial 6 months probation period as a trainee.
You will manage and sell a range of wealth products including MF, PMS, AIF, Global Funds etc.
The company sets realistic sales targets and performance metrics, with a focus on client satisfaction and long-term relationship building.
The company offers full time job opportunities in its Indian and Dubai based companies upon successful completion of the training period. We also provide professional certifications and training programs within the firm.
Being on our Dubai-based payroll provides global exposure, career advancement opportunities and the prestige of working for an internationally recognized firm.
Your primary role will be to generate sales in wealth management products (MF, PMS, AIF, Global Funds etc.) for the company by acquiring new clients. You will manage and grow a portfolio of retail and high-net-worth clients, by understanding their financial needs and offering customized solutions.
This role demands a strong sales focus, excellent interpersonal skills and a deep understanding of financial products and services.
Key Roles & Responsibilities
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