Wealth Management Advisor Dubai

3 - 7 years

0 Lacs

Posted:5 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Client Relationship Manager at Prosperity Services located in Kochi, your role will involve advising clients on wealth growth, managing investment portfolios, and developing personalized financial plans covering investment, retirement, and estate planning. You will be responsible for managing client portfolios, building strong relationships, identifying business opportunities, and ensuring client satisfaction. Key Responsibilities: - Advising clients on wealth growth and managing investment portfolios - Developing personalized financial plans covering investment, retirement, and estate planning - Managing client portfolios and building strong relationships - Identifying business opportunities and ensuring client satisfaction Qualifications Required: - Demonstrated experience in sales and client relationship management - Strong communication and interpersonal skills - Ability to multitask and prioritize in a fast-paced environment - Knowledge of financial services and products - Analytical and problem-solving skills - Bachelor's degree in Business Administration or related field - Sales Experience in Financial Services Industry is a plus,

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