Financial Coordinator / BDM – Dubai
Our client is a rapidly growing boutique wealth advisory firm specialising in tailored wealth management strategies for high-net-worth and internationally mobile clients.
The firm differentiates itself by combining traditional financial planning with access to exclusive private market and alternative investment opportunities typically reserved for institutional investors, private banks and family offices.
They are currently looking for appointment makers / BDM’s / BDA’s / Associate Assistants to assist their inhouse financial advisors.
These are people who have previously worked in client-facing and in telesales and/or in appointment-making roles, preferably within the offshore financial services (financial planning / investments / insurance) industry.
Outstanding, clear articulate English communication skills, both verbal and written, are the most important attributes of the successful candidates.
You will be working alongside a team of appointed Financial Advisers and your main job will be to help them to secure qualified appointments (meetings) through extensive networking and area-based client research.
MAIN RESPONSIBILITIES:
- Sourcing new prospects through all available social media mediums, liked LinkedIn
- Contacting new prospects via telephone to introduce the business and arrange an appointment
- Ensuring all company provided leads are contacted as promptly as possible
- Ensuring all company provided leads are handled in the most suitable way
- Managing calendars and diaries to ensure meetings are arranged at suitable times
- Maintaining a relationship with the prospect though-out the sales process
- Following up with any third parties involved in our sales process, including but not limited to: Pension administrators, trustees, life companies
- Meeting all KPI’s to ensure all company minimum targets are exceeded
WHAT OUR CLIENT VALUES:
- Solid interest in building or furthering a career in Financial Services
- Those who are willing to learn – all their Wealth Managers must strive to be a minimum of level 4 qualified
- High quality professional communicators
- Success and target driven
- Positive self-motivators
- Want to be a part of a firm with exceptionally strong reputation and growing brand
Reach out to folks looking for something a bit DIFFERENT: •
- Private equity & venture capital
- Financial planning
- Quant & FX
- Litigation funding
- Crypto & blockchain
- Invest by Ferrari
- Gold
- Insurance
REMUNERATION:
Basic salary plus commissions on all business closed by your appointed financial advisor.
FURTHER INFORMATION:
Candidates must speak Fluent English, have proven sales ability and an entrepreneurial mindset
Very Competitive remuneration with exceptional earnings for top achievers, full training provided for those who has what it takes to do well in a fast moving sales environment.
Please note: This role is well suited to individuals looking to build a long-term career in financial services and wealth management. The position is client-facing and performance-driven, with a strong focus on relationship building, business development, and achieving agreed targets. Prior experience in sales or a strong interest in developing sales skills within financial services would be beneficial. Applicants should be comfortable working in a target-oriented environment and motivated by client engagement and growth opportunities.
Daniel van Niekerk
Welcome to Prestige IFA Jobs, the premier international wealth management recruitment service. Since our establishment in 2016, we have earned a reputation as the go-to choice for discerning international wealth management and investment advisory firms around the world. At Prestige IFA Jobs, we redefine the art of headhunting in our industry. We stand unrivaled, leading the way with our unique approach and unmatched expertise. No one does what we do quite like us. Our commitment goes beyond simply matching a qualified candidate with a good IFA firm. We believe in finding the perfect synergy between candidate and company. With our extensive background in personal financial advisory across multiple countries, we take the time to deeply understand our candidates and our clients. So, when things go wrong, don't go wrong with them...because the successful warrior is the average man, but with laser focus.
