Wealth Advisor
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Job Description
Responsibilities:
• Pre-qualifying potential prospects by contacting newly generated leads acquired through a variety of marketing channels.
• Ensure the required information is sent to the potential prospect on the same day.
• Ensure extreme accuracy and full compliance to the process of pre-qualification.
• Invite and arrange for scheduled meetings for top potential prospects into Dubai and regional offices as well as international road show events.
• Target of 50 actual calls/discussion
• Enter and update customer information on database
• Ensure seamless service is provided to potential prospects through all involved parties by following up and obtaining feedback.
Employment Type
Full Time
