FINANCIAL COORDINATOR / BDM – DUBAI

About This Role

Join a Growing Boutique Wealth Advisory Firm

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.

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.

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

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

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

Remuneration

• Competitive basic salary
• Commission on all business generated by your assigned Financial Adviser
• High earning potential for top performers

Further Information

• Full training provided for candidates with the right attitude and potential
• Fast-paced, performance-driven environment with strong career progression opportunities
• Ideal for individuals with proven sales ability and an entrepreneurial mindset
• Fluency in English is essential

Additional Information

This is a client-facing, target-driven role focused on relationship building, business development, and achieving agreed performance goals. It is particularly suited to individuals looking to establish a long-term career in financial services and wealth management.

Applicants should be comfortable working in a results-oriented environment and motivated by career growth and earning potential.

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Tagged as: BDM, Business Development, Business Development Manager, Career, careers, Dubai, Finance Jobs, financial, FInancial Coordinator, IFA Jobs, investments, UK Pensions, United Arab Emirates