As a Wealth Manager you will be building relationships with existing and prospective clients and providing them with free and independent financial advice. You will be given all the support necessary to grow your book of business and are expected to do so as you progress in your career.
Primary role and responsibilities:
- Develop prospects from current commercial and potential clients, referral leads, or business from trade meetings and networking events.
- Contact prospective clients to present information and explain available services.
- Determine clients' financial services needs then prepare and present proposals to provide services that address these needs.
- Prepare forms or agreements to assist as intermediaries in providing a range of solutions.
- Review business trends to advise clients regarding expected fluctuations.
- Report and meet with Line Manager to review performance
Other responsibilities:
- Basic admin including the management of client data spreadsheets.
- Day to day training and advice for BDMs
- Working with management to introduce new creative strategies to build prospect pipelines.
Expectations:
- Achieve business targets with regards to appointment making & database management including a minimum appointment rate of 5 new appointments per week.
- Comply with the company handbook and all other relevant notices issued by the Company.
Job Details
| Date Posted: | 2015-03-15 |
| Job Location: | Abu Dhabi, United Arab Emirates |
| Job Role: | Sales |
| Company Industry: | Financial Services |
Preferred Candidate
| Career Level: | Entry Level |
| Nationality: | Austria; Australia; Belgium; Canada; Switzerland; Germany; Denmark; Spain; Finland; France; Great Britain (UK); Greece; Ireland; Iceland; Italy; Luxembourg; Netherlands; Norway; New Zealand; Portugal; Sweden; United Kingdom; United States |
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