Financial Coordinator / BDM
Client of Prestige IFA
Employer Active
Posted on 6 Apr
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Experience
1 - 7 Years
Job Location
Education
Bachelor of Commerce(Commerce)
Nationality
Any Nationality
Gender
Not Mentioned
Vacancy
1 Vacancy
Job Description
Roles & Responsibilities
You will work closely with a team of Financial Advisers, playing a key role in generating qualified appointments through proactive outreach, networking, and targeted research.
Key Responsibilities
- Source new prospects through social media platforms, including LinkedIn
- Contact prospective clients via telephone to introduce services and arrange appointments
- Respond promptly and effectively to company-provided leads
- Manage and nurture leads throughout the sales process
- Coordinate calendars and schedules to arrange meetings at suitable times
- Maintain relationships with prospects from initial contact through to appointment
- Liaise with third parties involved in the sales process, including pension administrators, trustees, and insurance providers
- Meet and exceed KPI targets and performance metrics
Exposure to Diverse Investment Areas
You will gain exposure to a wide range of financial and investment areas, including:
- Private equity and venture capital
- Financial planning
- Quantitative strategies and foreign exchange (FX)
- Litigation funding
- Cryptocurrency and blockchain
- Alternative investments such as luxury assets and commodities
- Insurance solutions
Desired Candidate Profile
This role is ideal for individuals with experience in client-facing, telesales, or appointment-setting positions, particularly within offshore financial services such as financial planning, investments, or insurance.
What Our Client Values
- Strong interest in building a career in financial services
- Willingness to learn and progress toward Level 4 financial qualifications
- High-quality, professional communication skills
- Target-driven mindset with a focus on success
- Self-motivated and proactive approach
- Desire to be part of a reputable and growing firm
Company Industry
Department / Functional Area
Keywords
- Financial Coordinator / BDM
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Client of Prestige IFA
Our client is a rapidly expanding boutique wealth advisory firm specialising in tailored wealth management strategies for high-net-worth and internationally mobile clients. They differentiate themselves by combining traditional financial planning with access to exclusive private market and alternative investment opportunities typically reserved for institutional investors, private banks, and family offices. About the Opportunity The firm is currently seeking Appointment Makers, Business Development Managers (BDMs), Business Development Associates (BDAs), and Associate Assistants to support their in-house financial advisers.
https://www.ifa-jobs.com/job/financial-coordinator-dubai-uae/
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