wealth management specialist

Focus Partners Wealth

<div><p><b>Position Summary</b></p>
<p>
Focus Partners Wealth is seeking a Client Development Specialist to join our team! Step into a high-energy, collaborative sales environment where driven professionals are passionate about helping clients achieve stronger financial futures. You will engage with high-net-worth individuals who have already expressed interest in Focus Partners Wealth, using thoughtful conversations to understand their goals, introduce tailored solutions, and connect them with our wealth advisor team. In this role, you'll play a key part in client engagement and onboarding, partnering within the Client Development team to manage digitally sourced opportunities and deliver a seamless, high-quality experience at every stage of the prospect journey.</p>
<p><b>
Primary Responsibilities</b></p>
<ul>
<li>Engage high-net-worth investors and communicate Focus Partners' value to schedule meetings with advisory teams
</li><li>Manage inbound, marketing-generated pre-qualified leads with urgency and speed-to-engage</li>
<li>Own and enhance outreach strategies to improve conversion and client experience
</li><li>Lead the client onboarding process, coordinating data collection and cross-team workflows
</li><li>Track pipeline activity, onboarding progress, and communications using CRM and internal tools
</li><li>Partner with wealth advisors and client service teams to ensure smooth client transitions
</li><li>Identify and implement process improvements to increase efficiency and client satisfaction</li>
<li>Contribute to a collaborative, performance-driven team environment and support team development when needed</li>
</ul>
<p><b>Qualifications</b></p>
<ul>
<li>3+ years of professional experience, preferably in financial services or a client-facing role
</li><li>Bachelor's degree required
</li><li>Strong track record of achieving results and driving outcomes
</li><li>Excellent communication skills with the ability to engage and build trust across diverse audiences
</li><li>Persuasive and confident in influencing decisions
</li><li>Highly organized with the ability to manage multiple priorities and workflows
</li><li>Proactive, resilient, and committed to continuous learning and improvement</li>
<li>Strong proficiency with Salesforce (or similar platforms); experience configuring workflows is a bonus</li>
<li>Adaptable team player, comfortable in fast paced, evolving environments with a strategic mindset and commitment to excellence</li>
</ul>
<p>The Client Development Specialist is a non-exempt position. The annualized base pay range for this role is expected to be between $75,000 - $85,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.</p>
<p>
#LI-KT1</p><div><p>
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit focuspartners.com or follow the company on LinkedIn.</p>
<p>
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate's skillset, and without regard to an employee or candidate's race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.</p>
<p>
Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.</p>
<p><b>
For Indiana Applicants: </b>It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.</p>
<p><b>
For Maryland Applicants: </b>I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.</p>
<p><b>
For California Applicants: </b>Information on your California privacy rights can be found<b> </b><b>here</b></p>
<p><b>
For Massachusetts Applicants:</b> It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.</p>
<p><b>
For Montana Applicants: </b>If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.<b>
</b></p><p><b>For Rhode Island Applicants:</b> Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.</p></div></div>

Client Development Specialist

Baird

<p></p><div><div><div><div><div><div><p>In a vital branch support role, you&rsquo;ll partner with Financial Advisor and team members to ensure clients &ndash; whether local or remote &ndash; come first and achieve their long-term goals.</p><p></p>
<ul><div><b>Winnetka</b><b>, </b><b>IL</b><b>
</b></div><div></div><div><b>Private Wealth Management</b><b>
</b></div><div></div><div><b>R2026565
</b></div><div></div><div><b>On-Site</b></div></ul></div><div><div><b>
</b></div></div></div></div></div></div><p></p><div><div><div><div><div><p><b>About the Role:</b>
</p><p>As a Client Specialist at Baird, you&rsquo;ll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You&rsquo;ll be at the heart of the client experience&mdash;coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird&rsquo;s Private Wealth Management business, where true wealth management means understanding each client&rsquo;s unique vision and tailoring solutions to help them succeed.<br>
</p><p>
</p><p><b>The Impact You&rsquo;ll Make:</b>
</p><ul><li>Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
</li></ul><ul><li>Gain knowledge of and leverage partnership with Baird&rsquo;s Corporate Resource Groups to provide the best wealth management solutions to clients.
</li></ul><ul><li>Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.
</li></ul><ul><li>May schedule client appointments and/or conference room for appointments.
</li></ul><ul><li>Assemble/generate materials including paperwork and reports for client meetings.
</li></ul><ul><li>Understand and ensure business adherence with firm and financial industry regulatory policies.
</li></ul><ul><li>May manage FA and Team&rsquo;s social media presence (website, LinkedIn, X, etc.).
</li></ul><ul><li>Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
</li></ul><ul><li>May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
</li></ul><ul><li>Seek ways to enhance FA(s) business effectiveness and marketability.
</li></ul><ul><li>Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.
</li></ul><ul><li>May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors&rsquo; instructions or upon client&rsquo;s verbal direction.
</li></ul><ul><li>May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
</li></ul><ul><li>Proactively review investment opportunities on a daily basis &amp; notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors&rsquo; business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days&rsquo; activities.
</li></ul><p><b>What You&rsquo;ll Bring to Baird:</b>
</p><ul><li>2+ years of prior industry and/or administrative work experience.
</li></ul><ul><li>Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant.
</li></ul><ul><li>Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird&rsquo;s Private Wealth Management technology platforms.
</li></ul><ul><li>Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
</li></ul><ul><li>Detail oriented with an emphasis on accuracy.
</li></ul>Strong organizational skills <ul><li>- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
</li></ul><ul><li>Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.
</li></ul><ul><li>Good analytical and critical problem-solving skills.
</li></ul><ul><li>Bachelor&rsquo;s degree preferred, not required.
</li></ul><p><b>Compensation and Benefits:
</b></p><ul><li>$24.36-$36.67 hourly rate
</li></ul><ul><li>Bonus potential up to 8.5% of base pay
</li></ul><ul><li>Compensation and bonus are commensurate with experience, performance and/or firm profitability
</li></ul><ul><li>You&rsquo;ll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future.
</li></ul><div><div>#LI-PWM3</div></div></div></div></div></div></div></div><p></p>

Client Specialist

<p></p><div><div><div><div><div><div><p>In a vital branch support role, you&rsquo;ll partner with Financial Advisor and team members to ensure clients &ndash; whether local or remote &ndash; come first and achieve their long-term goals.</p><p></p>
<ul><div><b>Danvers</b><b>, </b><b>MA</b><b>
</b></div><div></div><div><b>Private Wealth Management</b><b>
</b></div><div></div><div><b>R2026446
</b></div><div></div><div><b>On-Site</b></div></ul></div><div><div><b>
</b></div></div></div></div></div></div><p></p><div><div><div><div><div><p><b>About the Role:</b>
</p><p>As a Client Specialist at Baird, you&rsquo;ll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You&rsquo;ll be at the heart of the client experience&mdash;coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird&rsquo;s Private Wealth Management business, where true wealth management means understanding each client&rsquo;s unique vision and tailoring solutions to help them succeed.<br>
</p><p>
</p><p><b>The Impact You&rsquo;ll Make:</b>
</p><ul><li>Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
</li><li>Gain knowledge of and leverage partnership with Baird&rsquo;s Corporate Resource Groups to provide the best wealth management solutions to clients.
</li><li>Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.
</li><li>May schedule client appointments and/or conference room for appointments.
</li><li>Assemble/generate materials including paperwork and reports for client meetings.
</li><li>Understand and ensure business adherence with firm and financial industry regulatory policies.
</li><li>May manage FA and Team&rsquo;s social media presence (website, LinkedIn, X, etc.).
</li><li>Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
</li><li>May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
</li><li>Seek ways to enhance FA(s) business effectiveness and marketability.
</li><li>Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.
</li><li>May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors&rsquo; instructions or upon client&rsquo;s verbal direction.
</li><li>May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
</li><li>Proactively review investment opportunities on a daily basis &amp; notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors&rsquo; business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days&rsquo; activities.
</li></ul><p><b>What You&rsquo;ll Bring to Baird:</b>
</p><ul><li>2+ years of prior industry and/or administrative work experience.
</li><li>Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant.
</li><li>Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird&rsquo;s Private Wealth Management technology platforms.
</li><li>Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
</li><li>Detail oriented with an emphasis on accuracy.
</li>Strong organizational skills <li>- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
</li><li>Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.
</li><li>Good analytical and critical problem-solving skills.
</li><li>Bachelor&rsquo;s degree preferred, not required.
</li></ul><p><b>Compensation and Benefits:</b></p><ul><li>
$24.35-$36.67 hourly rate</li><li>
Bonus potential up to 8.5% of base pay</li><li>
Compensation and bonus are commensurate with experience, performance and/or firm profitability</li><li>
You&rsquo;ll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future.</li></ul><div><div>
#LI-PWM2</div></div></div></div></div></div></div></div><p></p>

Standard Chartered

<div>
 <strong>
  Job Summary
  <br/>
  <br/>
 </strong>
 This role will be responsible for managing service and sales operations, including client engagement, portfolio and revenue growth, service excellence, and operational compliance. The ideal candidate will focus on building strong client relationships, driving business growth, and ensuring high standards of service and operational efficiency.
 <br/>
 <br/>
 <strong>
  Key Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Acquire New to Bank Priority Qualified Clients
  </li>
  <li>
   Provide service to the clients from the assigned portfolio such as dormancy removal, service requests etc
  </li>
  <li>
   Cross-sell products to the clients post clients need identification
  </li>
  <li>
   Increase Wealth Management Penetration in the assigned portfolio by adding New to Wealth Clients
  </li>
  <li>
   Migrate clients to digital channels for regular banking transactions
  </li>
  <li>
   Consume and convert the assigned leads
  </li>
  <li>
   Maintain Client Contact as per prescribed contact guidelines
  </li>
  <li>
   Implement Client Journey interventions for Priority
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Skills And Experience
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Good communication and interpersonal skills
  </li>
  <li>
   Strong negotiation and persuasion abilities
  </li>
  <li>
   Problem-solving capabilities
  </li>
  <li>
   Operational excellence and compliance
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Key Stakeholders
  <br/>
  <br/>
 </strong>
 Branch Operations, Centralized Operations, Segments, Products, Client Experience, HR, Client Acquisition, Client Care Centre
 <br/>
 <br/>
 <strong>
  About Standard Chartered
  <br/>
  <br/>
 </strong>
 We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.
 <br/>
 <br/>
 Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.
 <br/>
 <br/>
 <strong>
  Together We
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
  </li>
  <li>
   Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
  </li>
  <li>
   Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  What We Offer
  <br/>
  <br/>
 </strong>
 <strong>
  In line with our Fair Pay Charter,
 </strong>
 we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.
 <br/>
 <br/>
 <ul>
  <li>
   Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
  </li>
  <li>
   Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
  </li>
  <li>
   Flexible working options based around home and office locations, with flexible working patterns.
  </li>
  <li>
   Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
  </li>
  <li>
   A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
  </li>
  <li>
   Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.
  </li>
 </ul>
</div>


Branch Sales & Service Executive

icapital

<div><p>iCapital&rsquo;s Client Solutions EMEA team is seeking a Vice President to support and accelerate our international growth across the GCC markets. This individual will play a key commercial and strategic role in expanding iCapital&rsquo;s footprint with wealth managers, private banks, independent financial advisors, and family offices.</p>
<p>
As a member of the regional team, you will help shape the business development strategy, deepen existing client relationships, and drive new distribution partnerships. The role offers a unique opportunity to work at the intersection of private markets, wealth management, and financial technology in a fast‑growing, global organization. This position is Abu Dhabi‑based.</p><br>
<p></p>
<p><b>
Responsibilities</b></p>
<ul>
<li>Support the Client Solutions EMEA team in executing the business development strategy for iCapital, covering Wealth Managers in the GCC region.</li>
<li>Develop and manage a robust and sustainable pipeline of prospective Wealth Manager clients.</li>
<li>Execute Wealth Manager onboarding process from start to finish, working closely with related teams.</li>
<li>Nurture strong relationships with clients and prospects.</li>
<li>Educate clients on Private Markets/Alternatives and articulate iCapital&rsquo;s solutions and capabilities to clients and partners.</li>
<li>Provide constant feedback from the field on competitive landscape, investors&rsquo; appetite, trends and share with colleagues globally.</li>
<li>Build strong internal relationships within iCapital and work closely with other teams (Research &amp; Fund Management, Product Development, Implementation Specialist group, Client Success, Marketing, Legal &amp; Compliance, Technology &amp; Operations, etc.) to achieve the best client outcomes and successful long-term client relationships.</li>
<li>Serve as the relationship manager and deliver an exceptional client experience for our Wealth Manager clients (i.e. banks, wealth managers, multi-family office and independent financial advisors).</li></ul><br>
<p></p>
<p>
 <b>Candidate Profile</b></p>
<ul>
<li>Solid academic credentials in relevant field.</li>
<li>7-10+ years of solid work experience in the Asset or Wealth Management industry, with a demonstrated track record in winning and interacting with clients.</li>
<li>Experience as business development professional or similar role in the asset management industry is a must.</li>
<li>Strong understanding of the wealth management landscape across the GCC is a must, if possible with an established network across private banks, wealth managers, independent financial advisors, and family offices.</li>
<li>In-depth experience across Private Markets asset classes, combined with a strong grasp of the Wealth Manager distribution model, is strongly preferred.</li>
<li>Strong attention to detail.</li>
<li>Excellent presentation and verbal/written communication skills, with a professional and positive attitude.</li>
<li>Highly collaborative, and able to think strategically about business opportunities and client management.</li>
<li>Language skills: Native in English and Arabic is a plus but not a must</li>
<li>Ability to work independently with a strong appetite to work in a fast-growing, collaborative environment.</li>
</ul>
<p>We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office four days, with the flexibility to work remotely one day (Friday).</p>
<p><b>
Benefits</b></p>
<p>
iCapital offers a comprehensive benefits package that includes a total compensation program consisting of competitive salary, annual performance bonus, and equity for all full-time employees;</p>
<p>
For additional information on iCapital please visit https://www.icapital.com/about-us X (former Twitter): @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc</p></div><div></div>

Client Solutions Middle East - Vice President

Oceano Apex LLC

<p>Job Title: Office Administrator Specialist</p><p>Location: Ontario Towers in Business Bay, Dubai, U.A.E.</p><p>Reports To: Director</p><p>Job Type: Full-Time</p><p>About the Company:</p><p>Oceano Apex LLC is a start-up wealth management firm based in Dubai, specialising in offering personalized financial advisory and investment services to High Net Worth Individuals. With a commitment to excellence, trust, and innovation, we are shaping a new standard in the wealth management industry. We are looking for energetic and professional talent ready to grow with us.</p><p>Job Summary:</p><p>We are seeking a highly organized, resourceful, and proactive Office Administrator Specialist to provide comprehensive support to the Director and handle office coordination tasks. This role requires a multi-tasker with excellent communication skills who can independently manage both corporate and personal responsibilities with integrity and discretion.</p><p>Key Responsibilities:</p><p>1. Office &amp; Administrative Support</p><p>Manage daily office activities to ensure operational efficiency.</p><p>Oversee office supplies, vendor coordination, logistics, and facility upkeep.</p><p>Maintain structured filing systems &ndash; both physical and digital.</p><p>Monitor and track deadlines, office tasks, projects, and follow-ups.</p><p>2. Director Support</p><p>Manage the Director&rsquo;s calendar, schedule appointments, and coordinate meetings.</p><p>Prepare meeting agendas, take minutes, and track action items.</p><p>Arrange professional travel, including flights, hotels, and itineraries.</p><p>Draft, edit, and manage internal documents, memos, presentations, and reports.</p><p>Filter and prioritize emails, calls, and messages for the Director.</p><p>Ensure timely completion of tasks, projects, and reminders.</p><p>3. Communication &amp; Liaison</p><p>Serve as a key point of contact between the Director and internal/external stakeholders.</p><p>Manage confidential communication with utmost discretion.</p><p>Represent the Director professionally in communications and interactions.</p><p>Assist with occasional personal errands and confidential non-work requests.</p><p>Qualifications:</p><p>Minimum 3+ years of experience as an Executive Assistant, Personal Assistant, or similar role.</p><p>Strong command of English (written and verbal); Arabic is an advantage.</p><p>Proficient in Microsoft Office Suite and digital office tools.</p><p>Excellent organizational and time management skills.</p><p>Ability to handle sensitive and confidential information professionally.</p><p>Experience in a startup environment or financial services industry preferred.</p><p>Job Type: Full-time</p><p>Pay: AED3,000.00 - AED4,000.00 per month</p><p>Work Location: In person</p>

Office Administrator Specialist

TransGlobal Holdings Co.

<div><ul><li>The permanent work location will be within close proximity to the posted location.</li></ul><p>
</p><p><b>GENERAL FUNCTION / SUMMARY</b></p><p>
As a Regional External Specialist, your primary objective is to provide unwavering support internally and externally to our life insurance agents to promote our All-in-One financial services. You will serve as their trusted resource, empowering agents with the tools and guidance necessary to excel in their roles. Your main roles include recruiting agents, providing ongoing development and support. Your mission is to ensure our agents deliver exceptional service to their clients, navigating them through their financial journey with expertise and care.</p><p>
</p><p><b>MAJOR DUTIES AND RESPONSIBILITIES</b></p><ul><li>
Promote our All-in-One service platform for insurance agents and financial professionals as part of recruiting efforts.</li><li>
Approach potential prospects with outreach activities including cold calls, marketing events, and in-person visits to recruit agents and financial professionals.
</li><li>Serve as a point of contact to build business relationships and participate in various events, set up booths, and distribute promotion materials.
</li><li>Analyze product performance to assist agents in meeting clients' financial needs and optimizing their goals.</li><li>
Educate agents on new concepts in retirement preparation and wealth transition through financial planning.</li><li>
Support affiliated life agents with insurance sales and transactions, including scheduling medical exams and collecting insured data.</li><li>
Attend regular training sessions to stay updated on product knowledge across all insurance carriers.</li><li>
Support Regional Internal Specialist with assigned tasks to ensure smooth operations within the regional office.
</li></ul><p></p><p><b>BASIC QUALIFICATIONS</b></p><ul><li>
Licensing in Life, Health, and Accident Insurance is preferred. New hires must obtain proper licensing within the first 90 days.</li><li>
Bilingual in English and Chinese.</li><li>
Minimum of 3~5 years of experience in sales, recruiting, networking, cold calling, or business promoting activities.
</li><li>Local and out-of-state traveling is required to attend events and visit potential prospects.
</li><li>Ability to work on weekends i.e., once a month to support local seminars and events.
</li><li>Ability to thrive in a fast-paced environment, with a career-oriented mindset, professional etiquette, and a positive learning attitude with a growth mindset.</li></ul><p>
</p><p><b>OPPORTUNITIES FOR GROWTH</b></p><p>
Experienced External Specialists may advance to the Regional Director and lead a branch.</p><p><b>
Regional Director</b></p><ul><li>
Manage office operations within the stationed region.</li><li>
Oversee office production and development.</li><li>
Supervise Regional Internal and External Specialists.</li><li>
Motivate and enhance existing agent productivity.</li><li>
Collaborate with Regional Vice Presidents for overall sales results.</li></ul><p><b>
Regional Vice President</b></p><ul><li>
Oversee the entire region, including all offices within it.</li><li>
Responsible for overall production and development.</li><li>
Supervise Regional Directors, External Specialists, and Internal Specialists.</li></ul><p>
</p><p><b>WHO WE ARE</b></p><p>
With over 30 years of experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services platform in the U.S. We offer a comprehensive suite of services-including life and health insurance, annuities, real estate, private lending, tax and estate planning, and investment management-through a network of 30+ branches across 14 states and over 5,000 professional independent agents. Our mission is to deliver trustworthy, customer-centric financial solutions, all in your language and aligned with your goals.</p><p>
</p><p><b>WHY JOIN US</b></p><ul><li><b>
Industry Leader</b>: Join the nation's largest Asian-focused financial services firm with a well-established brand and expansive network.</li><li><b>
MultilingualMulticultural</b>: Work in a dynamic, diverse environment that understands and serves multicultural communities.</li><li><b>
Career Growth</b>: Access to cross-functional training, licensing support, and professional development opportunities.</li><li><b>
Collaborative Culture</b>: Be part of a supportive team that values innovation, initiative, and shared success.</li><li><b>
Impactful Work</b>: Help individuals and families achieve financial security and generational wealth.</li></ul><p>
</p><p><b>WHAT WE OFFER</b></p><ul><li>
Competitive salary and benefits package.</li><li>
Opportunity to work in a collaborative and innovative environment.</li><li>
Professional development and growth opportunities.</li><li>
Pay starts at $21.92 -$28.85/hour based on experience.</li></ul></div>

Regional External Specialist (Bilingual in Chinese)

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