Financial Sales Consultant
Skills
About This Role
Company Description
BankOn is a UAE-based financial brokerage firm established in 2023, committed to connecting clients with tailored banking and financial solutions.
Leveraging over 20 years of combined industry expertise, the company has strong relationships with banks, financial institutions, and fintech partners throughout the UAE.
BankOn serves corporate, mid-corporate, and SME clients, earning a reputation for trust and professionalism.
Their mission is to simplify financial processes and deliver efficient, client-focused services that provide long-term value for individuals and businesses.
Role Description
This is a full-time, on-site role located in Dubai, United Arab Emirates, for a Financial Sales Consultant.
The primary responsibilities include building relationships with potential clients, understanding their financial needs, providing tailored banking and financial solutions, and achieving sales targets.
The consultant will analyze financial products, recommend investment strategies, and provide support for financial and retirement planning.
Regular collaboration with partner financial institutions and staying updated on market trends are essential aspects of the role.
Qualifications
- Proficiency in Financial Planning and Retirement Planning
- Strong understanding of Investments and Finance
- Sound Analytical Skills to assess client needs and propose suitable solutions
- Excellent communication and interpersonal skills to build and maintain client relationships
- Proven ability to meet sales targets in a competitive financial market
- Knowledge of the banking and financial sector in the UAE is highly desirable
- Bachelor’s degree in Finance, Business, or a related field
- Self-motivated, detail-oriented, and able to work independently within a fast-paced environment
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