Assistant Financial Advisor
4 days ago
Are you a proactive and results-driven professional with a passion for client engagement and business growth?
Join our team as an Assistant Financial Advisor, where you'll play a key role in identifying new opportunities, nurturing client relationships, and driving investment commitments.
Your Role:
- Identify and engage new clients via networking, referrals, and digital outreach
- Stay updated on The Family Office products, investments, and market trends
- Build relationships, assess needs, and drive account openings
- Work with Relationship Management and servicing teams for smooth onboarding
- Meet AUM and acquisition targets while tracking progress
Qualifications & Experience:
- Background in Treasury, Private Banking, or Wealth Management (preferred)
- Bachelor's in Finance, Accounting, Investment or related
- Experience in investment sales, client management, or capital markets
Skills & Competencies:
- Relationship Management: strong at building and maintaining client trust
- Financial & Market Expertise in financial products, investments, & market trends
- Fluent in Arabic and English, detail-oriented, and skilled in Microsoft Office
- Tech & Adaptability: adopts digital tools & thrives in fast-paced environments
Due to the high volume of applications, only candidates selected for an interview will be contacted. Thank you for your understanding.
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