Job Detail

Wealth Advisor

Posted on Jul 16, 2025
Location: Dubai, UAE
Industry: Consulting / Advisory Services
Job Type: Full Time/Permanent
Education: Bachelors
Experience: 1 Year
Salary: 3000 - 7000 UAE Dirhams (Monthly)

Job Description

Identify and approach potential clients through networking, referrals, and direct outreach.
Understand clients’ financial needs and risk appetite to recommend suitable investment and insurance products.
Promote and sell financial solutions including mutual funds, portfolio management services, life & general insurance, and retireme planning.
Conduct regular portfolio reviews and offer rebalancing recommendations.
Stay updated on market trends, product developments, and regulatory changes.
Maintain strong client relationships to encourage long-term engagement and referrals.
Meet monthly and quarterly sales targets set by the management team.
Ensure compliance with all regulatory and company policies.


Candidate Requirements

Ability to commute/relocate:


Dubai: Reliably commute or planning to relocate before starting work (Preferred)
Experience:


Direct Sales: 1 year (Preferred)
Language:


Hindi (Preferred)
Location:


Dubai (Preferred)


Skills Required

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