Financial Coordinator BDM Dubai

Prestige IFA Jobs is pleased to announce its partnership with a distinguished Dubai-based wealth management firm that employs a disciplined, strategic approach rooted in principles of high-performance disciplines. The firm operates under a strict fiduciary standard, prioritizing transparency and a holistic planning philosophy embodied by its core focus on ‘Wealth, Wellness, and Legacy’.

They are currently looking for financial coordinators / 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 mediums
• 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
  
  

Remuneration

Basic salary of 6000 – 7000 AED plus between 20 to 25 % commission on each deal you generated.

Further Information

Candidates must speak Fluent English, have proven sales ability and an entrepreneurial mindset

Very Competitive remuneration with exceptional earnings for top achievers.

Please note: This position would typically suit experienced business development and tele sales type people. Only candidates with existing experience in financial telesales or a client-facing sales role (1+ year minimum experience) will be considered for this role. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession.

Tagged as: BDM, Business Development, Business Development Manager, Career, careers, Dubai, Finance Jobs, financial, FInancial Coordinator, IFA Jobs, investments, UK Pensions, United Arab Emirates

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