Wealth Consultant
Skills
About This Role
About Us
Bricks Solutions Financial Consultancy is a leading financial services firm specializing in **investment funds, portfolio management, mutual funds, life & general insurance, wealth planning, and financial planning**.
We are committed to helping clients achieve their financial goals through expert guidance and customized solutions.
Job Overview
We are seeking a dynamic and experienced **Wealth Consultant** to join our team.
The ideal candidate will have prior experience as a **Relationship Manager** or **Financial Consultant** in **insurance and investment** domains.
You will be responsible for managing client portfolios, providing investment advice, and ensuring long-term financial growth for our clients.
Key Responsibilities
- Identify and approach potential clients through networking, referrals, and direct outreach.
- Understand clients’ financial needs and risk appetite to recommend suitable investment and insurance products.
- Promote and sell financial solutions including mutual funds, portfolio management services, life & general insurance, and retirement/wealth planning.
- Conduct regular portfolio reviews and offer rebalancing recommendations.
- Stay updated on market trends, product developments, and regulatory changes.
- Maintain strong client relationships to encourage long-term engagement and referrals.
- Meet monthly and quarterly sales targets set by the management team.
- Ensure compliance with all regulatory and company policies.
What We Offer
- Attractive salary with performance-based incentives.
- Career growth opportunities in a rapidly expanding financial consultancy firm.
- Ongoing training and professional development programs.
- A dynamic and supportive work environment.
Qualifications
- Expertise in Financial Planning and Retirement Planning
- Strong knowledge of Finance and Investments
- Proven experience in providing Consulting services
- Excellent communication and interpersonal skills to build trusted client relationships
- Analytical thinking and problem-solving abilities to evaluate financial data and present strategic solutions.
- Prior experience in wealth management or a similar financial advisory role is preferred
- Sponsored Visa Holders are preferred.
- Candidates who are from India and have UAE experience in finance industry preferred.
- If you are passionate about helping clients achieve their financial goals and have expertise in wealth management, we would love to hear from you!
Job Type: Full-time
- Pay: AED3,000.00 - AED6,000.00 per month
- Ability to commute/relocate:
- Dubai: Reliably commute or planning to relocate before starting work (Preferred)
Application Question(s)
- Do you have own visa?
Experience
- Direct Sales: 1 year (Preferred)
Language
- Hindi (Preferred)
Location
- Dubai (Preferred)
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