Wealth Management Advisor Dubai

Company Description

Prosperity Services Kochi

Role Description

This is a full-time on-site role for a Client Relationship Manager at Prosperity Services located in Kochi.

These are central client-facing roles where professionals advise clients on wealth growth, manage their investment portfolios, and develop personalized financial plans covering investment, retirement, and estate planning.

The role involves managing client portfolios, building strong relationships, identifying business opportunities, and ensuring client satisfaction.

Qualifications

Demonstrated experience in sales and client relationship management

Strong communication and interpersonal skills

Ability to multitask and prioritize in a fast-paced environment

Knowledge of financial services and products

Analytical and problem-solving skills

Bachelor's degree in Business Administration or related field

Sales Experience in Financial Services Industry is a plus