relationship advisor

CFI Financial Group

<div>
 
 
 Who are we?
 
 
 
 CFI Financial Group is an award-winning trading provider, possessing more than 25 years of experience with multiple offices around the world including London, Larnaca, Beirut, Amman, Dubai, Kuwait, Port Louis, and others.
 
 
 Check out more about&nbsp;
 
 CFI
 
 &nbsp;here.
 
 
 CFI is hiring! Make your mark in the online trading industry.
 
 
 Are you looking to pursue a career in finance? Do you want to work with a dynamic and growing team in the exciting world of online trading and investing? If you answered yes, then we have some amazing opportunities for you!
 
 
 
 Description:
 
 
 
 We are seeking a &nbsp;Relationship Officer is responsible to build a business portfolio by developing relationship with&nbsp;existing or potential clients.
 
 
 
 Key Responsibilities:
 
 
 <ul>
 - Maintain professional relationship with existing clients by offering high-quality services
 
 - Identify potential clients financial need and seek to develop new relationships
 
 - Generate leads and build relationships by organizing daily work schedule to call on existing and
 
 potential customers
 
 - Introduce to existing or potential clients the products &amp; services that match with their need and
 
 identify opportunities to upsell or cross-sell
 
 - Achieve weekly, monthly, and annual sales quotas by successfully implementing sales and
 
 marketing strategies and tactics
 
 - Develop and implement territory action plan using comprehensive data analysis, and adjust sales
 
 techniques according to interactions and results in the field
 
 - Ensure a continuous follow-up on market trends and financial news
 </ul>
 
 
 Requirements:
 
 
 <ul>
 <li>
 &nbsp;Bachelor degree in Business, Economics, Financial Engineering or any other related field
 </li>
 &bull; Limited previous experience is a plus
 
 &bull; Good knowledge in Microsoft Word &amp; Excel
 
 &bull; Good written and verbal English communication skills
 </ul>
 
 
 Preferred Qualifications:
 
 
 <ul>
 <li>
 Background in finance, economics, or related fields.
 </li>
 <li>
 Familiarity with financial products and trading platforms.
 </li>
 <li>
 Experience working with cross-functional teams, including marketing and product teams.
 </li>
 </ul>
 
 
 
 
 Why join CFI?
 
 
 
 &middot; We&rsquo;re a fast-growing, multinational company
 
 
 &middot; Competitive salaries and benefits
 
 
 &middot; Work and learn with industry professions
 
 
 &middot; Supportive and collaborative environment
 
 
 &middot; Unlimited opportunities for growth and development
 
</div>

Relationship Officer

<div>
 
 
 
 Job Title:
 
 Relationship Officer
 
 
 
 
 Who are we?
 
 
 
 CFI Dubai is part of CFI Financial Group: an award-winning trading provider, possessing more than 25 years of experience with multiple offices around the world including London, Larnaca, Beirut, Amman, Dubai, Kuwait, Port Louis, and others.
 
 
 Check out more about CFI here: https://cfifinancial.com/en-uk/about-us
 
 
 CFI is hiring! Make your mark in the online trading industry.
 
 
 Are you looking to pursue a career in finance? Do you want to work with a dynamic and growing team in the exciting world of online trading and investing? If you answered yes, then we have some amazing opportunities for you
 
 
 Who are we?
 
 
 CFI Financial Group is an award-winning trading provider, possessing more than 25 years of experience with multiple offices around the world including London, Larnaca, Beirut, Amman, Dubai, Port Louis, and others.
 
 
 CFI is hiring! Make your mark in the online trading industry.
 
 
 Are you looking to pursue a career in finance? Do you want to work with a dynamic and growing team in the exciting world of online trading and investing? If you answered yes, then we have some amazing opportunities for you!
 
 
 
 Description:
 
 
 
 The ideal candidate will be responsible for gaining a deep understanding of the client's business objectives and challenges and creating strategic recommendations based on this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients.
 
 
 The Relationship Officer will accept responsibility for the relationship management of key clients and partners in Dubai. The main aim will be to expand the company's market share in the UAE.
 
 
 This includes new client acquisition, client-related administration, account opening, and existing client retention efforts as part of the group's business development unit. The candidate will be directly responsible for relationship management (which can be slightly technical) and sales.
 
 
 
 Responsibilities:
 
 
 
 &middot; Ability to generate and convert leads to accounts
 
 
 &middot; On-board new clients and achieve the company&rsquo;s targets
 
 
 &middot; Ensure client satisfaction by providing quality support and service
 
 
 &middot; Manage clients' requests by Coordinating with different departments
 
 
 &middot; Acquisition of HNWI and retail customers through Proactive research
 
 
 &middot; Work closely with the business development team to enhance the products and services
 
 
 &middot; Represent the company in a professional way
 
 
 
 Qualifications:
 
 
 
 &middot; University degree in Finance or related field
 
 
 &middot; Minimum of 1 year of experience in an FX Sales position within a brokerage or bank
 
 
 &middot; Deep understanding and experience with financial products such as FX, CFD's, Commodities, Shares, Indices, etc.
 
 
 &middot; Experience with retail/HNWI clients and institutional clients.
 
 
 &middot; Sales-driven, and ambitious professional with a positive attitude.
 
 
 &middot; Proven sales track record and strong negotiation skills
 
 
 &middot; Languages: Arabic and English (mandatory)
 
 
 &middot; Location: Dubai, United Arab Emirates
 
 
 &middot; Must be a UAE Resident
 
 
 
 Why join CFI?
 
 
 
 &middot; We&rsquo;re a fast-growing, multinational company
 
 
 &middot; Competitive salaries and benefits
 
 
 &middot; Work and learn with industry professions
 
 
 &middot; Supportive and collaborative environment
 
 
 &middot; Unlimited opportunities for growth and development
 
</div>

Emirati Talent

FINER Financial Services

Relationship Officer, Credit Cards (Indoor / Outdoor) We are looking out for competitive sales professionals (Relationship Officer &ndash; Credit Cards) with good aptitude in sales to acquire new to bank customers for a top tier local bank in UAE.The Relationship Officer is required to own and achieve the monthly sales targets as assigned for himself/ herself. He /She will be responsible to ensure compliance with operational, financial and regulatory policies and deliver a strong customer satisfaction score.&middot; Gender: Male &amp; Female&middot; Job Location: Dubai&middot; Salary: Fixed pay along with variables&middot; Languages Known: Bilingual&middot; Experience: Candidates with previous sales experience is preferred, but we can consider freshers with aptitude for sales and good communication skills.Job Type: Full-time

Think Higher Consultants

We are looking for a Relationship Officer to join our team. The ideal candidate will provide administrative support to ensure smooth office operations, including coordinating activities, managing correspondence, and supporting the team with clerical tasks. The role requires strong communication skills, proficiency in MS Word, and a minimum of two years of relevant experience.Key Responsibilities:<ul><li>Provide general administrative and clerical support such as mailing, scanning, and copying documents.</li><li>Take regular follow-ups from clients and ensure timely communication and response to their queries.</li><li>Prepare, manage, and file official documents and reports using MS Word.</li><li>Assist in the planning and execution of office activities, meetings, and events.</li><li>Handle incoming calls, emails, and other communications professionally and promptly.</li><li>Maintain accurate records of office expenses, client interactions, and other important documentation.</li><li>Support team members in day-to-day tasks, including managing appointments, schedules, and travel arrangements.</li><li>Assist in the on boarding process for new employees, including preparing necessary documentation and coordinating orientation sessions.</li><li>Manage office supplies and inventory, ensuring that the office is stocked with necessary materials.</li><li>Coordinate with vendors and service providers for office maintenance and supplies.</li><li>Assist in the preparation of reports and presentations for management.</li></ul>Qualifications:<ul><li>Bachelor's degree in Education or a related field.</li><li>Minimum of 2 years of experience in a similar administrative role.</li><li>Proficiency in MS Word and other MS Office applications.</li><li>Excellent verbal and written communication skills.</li><li>Strong organizational and time management skills.</li><li>Attention to detail and the ability to multitask effectively.</li></ul>Job Type: Full-timePay: Rs50,000.00 - Rs65,000.00 per monthWork Location: In person

FCBS

We Are Hiring: Business AdvisorCompany: Flying Colour Business Setup ServicesLocation: Media City, DubaiJob Type: Full-time, PermanentBenefits: As per UAE Labor LawFlying Colour Business Setup Services is actively seeking a highly motivated and experienced Business Advisor specializing in Business Setup. This role is ideal for candidates with 4&ndash;5 years of experience in sales or business development, particularly within the business setup, accounting, audit, or banking industries.Key Responsibilities:As a Business Advisor, you will be responsible for driving growth and establishing strong relationships with prospective clients. Your responsibilities will include:Strategy Development: Formulate efficient strategies focused on financial growth.Revenue Targets: Take full ownership to achieve and exceed monthly and daily revenue targets.Sales &amp; Meetings: Meet daily calling and meeting targets; arrange business meetings with potential clients.Documentation: Record meeting minutes and share them with both management and clients.Client Needs: Promote the company's products and services to address or anticipate client needs.Sales Records: Maintain accurate records of sales, revenue, and invoices.CRM Management: Update and maintain client data and follow-ups in CRM.Relationship Building: Cultivate long-lasting relationships with clients through regular engagement.Sales Opportunities: Identify new business and sales opportunities through ongoing customer interaction.Customer Understanding: Partner with clients to understand their business goals and objectives.Preferred Qualifications &amp; Skills:Education: Bachelor&rsquo;s or Master&rsquo;s degree, preferably in Commerce.Experience: A minimum of 3+ years in Sales/B2C/B2B Sales, Customer Relationship Management, or Hardcore Sales.Location: Immediate joiners preferred, and candidates should be based in Dubai for interviews.Industry Experience: Home country experience plus at least 2 years of experience in any service industry in the UAE.Notice Period: Immediate joiners only.Work Schedule:Working Days: Monday to Saturday (6 days a week).Working Hours: Monday to Friday (9:00 AM &ndash; 6:30 PM), Saturday (9:00 AM &ndash; 3:30 PM).Job Type: Full-timePay: AED5,000.00 - AED7,000.00 per monthEducation:<ul><li>Bachelor's (Preferred)</li></ul>Experience:<ul><li>Business Setup: 2 years (Required)</li></ul>Language:<ul><li>English (Required)</li></ul>Location:<ul><li>Dubai (Required)</li></ul>

Business Consultant-Business Setup

First Abu Dhabi Bank

<div>Company Description 
First Abu Dhabi Bank is an inclusive environment where each person values the experiences, perspectives, ideas and beliefs of others. We&rsquo;re in a unique position to learn from all our colleagues, combining international experience with deep cultural knowledge and local expertise. At FAB, you&rsquo;ll have the support of your team and a strong relationship with your line manager, who will trust you with responsibility and recognize your good performance. As we embrace different ways of seeing the world, listening to each other and respecting different viewpoints, we grow stronger &ndash; together. 
Job Description 
Job Purpose:
The Investment Advisor will provide investment-related services and investment expertise to First Abu Dhabi Bank Elite Banking clients.
The Investment Advisor will work closely with the Elite relationship managers, prospective clients and existing clients to ensure key deliverable services for the Investment Advisory business including:<ul><li>
Providing high-quality investment advice and recommendations utilizing a qualitative portfolio-based framework.</li><li>
Generating portfolio strategies and investment ideas tailored to client&rsquo;s risk profile and objectives, global market trends, and FAB in-house investment views and outlook.</li><li>
Performing client portfolio monitoring &amp; portfolio reviews.</li></ul>
As part of the role, the Investment Advisor will also be expected to confidently conduct market update sessions internally and with end-clients, as well as ensure continuous compliance with the bank&rsquo;s policies &amp; procedures.
Key Accountabilities:<ul><li>
Providing high quality investment advisory related services to Abu Dhabi based Elite clients.</li><li>
Jointly working with relationship managers to meet and handle existing client relationships with regards to the creation of new investment portfolios, as well as active monitoring &amp; rebalancing of the existing ones, by conducting portfolio reviews.</li><li>
Actively promoting investment opportunities across the full spectrum of asset classes across public and private markets in line with FAB&rsquo;s investment outlook and strategy, and client&rsquo;s risk profile and preferred strategy.</li><li>
Be comfortable in performing market updates to internal &amp; external audiences and making sure key daily market developments and their impact is understood and can be explained.</li><li>
Contributing to the Elite business financial budget, including investment sales and revenue targets, under a strict qualitative framework.</li><li>
Ensure full time compliance with the policies and procedures, rules and regulations of the advisory business, FAB, and external regulatory framework.</li><li>
Coordinating and facilitating internal trainings on investment related subjects where required</li><li>
Actively sourcing internally new product ideas based on market trends, relationship manager and client feedback.</li><li>
Working on various investment advisory related projects targeted to enhance the infrastructure and the operational workflow of the advisory business and implementing changes that drive the investment advisory service level forward and to the next level.</li><li>
Participating in all operational matters related to the Investment Advisory business.</li></ul>
#LI-MM2 
Qualifications 
Job knowledge, skills &amp; experience:<ul><li>
At least 5 years of work experience in a similar environment.</li><li>
In-depth knowledge &amp; understanding of global financial markets, macroeconomic trends and political/economic developments.</li><li>
In-depth knowledge &amp; understanding of investment products (equities, bonds, mutual funds, structured notes, private equity, private credit and other alternatives, etc.)</li><li>
Can-do attitude with the ability to operate independently under tight deadlines and effectively manage multiple tasks with minimal guidance.</li><li>
Team player who is able to influence decision makers and works extremely well in building strong relationships with various internal and external stakeholders including relationship managers, area managers / team leaders, end-clients, team subordinates, peers and superiors.</li><li>
Possess strong communication skills and attention to details.</li><li>
Fluent in English. Arabic or other languages (e.g. Russian) are highly appreciated.</li></ul>
Academic/Professional Qualifications:<ul><li>
Bachelor&rsquo;s Degree in Economics, Finance or a related field.</li><li>
CFA or Master&rsquo;s Degree in Finance/Economics is required</li></ul></div>

Director- Investment Advisor

Titanium Group

Titanium group is seeking a dynamic and motivated real estate advisor to join our team in Bahria town. (Lahore and Rawalpindi, islamabad).Requirements:At least 3 months or more than 1 year experience in sales (fresher can also join us)Excellent communication and negotiation skills.Ability to build and maintain client relationshipStrong organizational and management skills.salary30k-50k with commission (Depends on experience)Apply at hr@titaniumgroup.coor whatsapp 03011175311Job Types: Full-time, FresherWork Location: In person

Sales Executive

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