Senior Associate - Sales (Wealth Management)

Job Description

Role Overview

We are seeking a high-performing, results-driven Senior Associate - Sales to support our client&aposs growth by identifying and initiating contact with Ultra-High-Net-Worth (UHNW) individuals. The successful candidate will be responsible for securing and scheduling qualified meetings for the Managing Director by leveraging their existing network and company database and demonstrating a strong understanding of wealth management solutions.

This role is ideal for someone with minimum 3 years&apos experience in bancassurance and wealth management.

Requirements

• Proactively identify and reach out to UHNW individuals through leads, referrals, and personal networks
• Secure meetings for the Managing Director with qualified prospects by articulating the firm&aposs value proposition
• Maintain a consistent pipeline of high-quality leads and regularly update internal reporting systems
• Build credibility and rapport with potential clients through professional and insightful conversations
• Work closely with internal stakeholders to align messaging and outreach efforts with business goals
• Support follow-ups post-meetings to ensure prospects are moved along the client conversion process

• Minimum of 3 years&apos experience in a similar role within bancassurance and wealth management is mandatory
• Proven ability to initiate contact and build relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals
• Demonstrated success in setting up qualified appointments and/or closing leads for senior management
• Personal database or network of contacts within the UHNW segment is essential
• Excellent verbal communication in English and Arabic is mandatory
• Excellent Interpersonal skills with a polished, professional approach are mandatory.
• Highly self-motivated with a disciplined work ethic and a strong sense of ownership and accountability
• Experience in the UAE or GCC market preferred

Benefits

• Competitive monthly salary: AED 10,000/- - AED 15,000/-
• Career growth opportunities