Join now
Log in Join

Appointment Setting - Finance (Dubai)


The Opportunity

Looking to start a career in Wealth Management in Dubai?

Packages available including Basic Salary + Unlimited Bonus + Tax free!

Driven, ambitious and money hungry?

If the answer is yes then this job is for you!

The Company

The One Group is a boutique Wealth Management Company that prides itself on being innovative. We provide sound and compliant advice to expatriates within the MENA region, Based in the UAE our core value is to respect and develop our client’s needs and always make sure they are taking full advantage of living and working in an offshore tax free environment. Our partnerships with world-class industry leaders help to underpin these principles and sets The One Group apart as a true leader within the industry.

The Job

The role of a Relationship Manager is entrepreneurial and involves client development, and prospecting. You will be responsible for originating meetings, populating seminars, and develop an extensive network, supporting the company in building and maintaining long term relationships with a portfolio of successful clients. The Relationship Manager will work closely with our qualified Wealth Managers and Investment Advisors to help them assist western expatriates with their medium to long-term financial requirements.

Your typical day to day duties will include:

▪ Achieve activity targets individually specified by Management; Keep full and

comprehensive statistics & report weekly

▪ Actively sourcing and prospecting for potential clients; To maintain quarterly client reviews

▪ Source own contacts and data through networking, business cards & direct leads; organise the data in a practical manner as per company requirement; maintain a sustainable & consistent level of client data, including referrals; send the data for check and upload by the company; only use filtered and accepted data

▪ To be confident on the phone and introduce the company in an articulate manner

▪ Cold or referral call to book qualified appointments; Source clients from own resources;

▪ To co-ordinate the Advisers’ diary; Make logistical arrangement for meetings;

▪ Set up & maintain networking opportunities

▪ Maintains management and clients confidence; protects operations by keeping information confidential

▪ Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies

▪ Undertaking any other tasks/duties as may be reasonably required on an Ad Hoc basis

The Requirements

 Success and target driven

 Excellent communication skills

 Eagerness to further or build a career in the financial services industry

 Ability to adapt to a fast-paced environment

 Hard working and motivated individuals

Experience within financial services is a bonus but not essential as you will receive full on going training in products and services.

Must Haves

 Face to face networking experience

 Financial Independence

 Ability to move abroad within 8 weeks

 Ambition and tenacity

The Promise

• Opportunity to work with the most ethical and compliant company in the UAE

• The BEST training and development to achieve international financial adviser qualifications

• Access to EXCLUSIVE market leading products

• Defined career path within the company

• On-going support and training

If you think you’re The One then please apply now with you full CV . Protected content

Dubai Forum