Senior Associate - Sales (Wealth Management)

Role Overview

We are seeking a high-performing, results-driven Senior Associate – Sales to support our client’s 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’ experience in bancassurance and wealth management.

Key Responsibilities

• 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’s 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.

Key Requirements

• Minimum of 3 years’ 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