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For Companies At a Glance
- Tasks: Connect with clients and generate appointments through proactive outreach and networking.
- Company: Rapidly growing boutique wealth advisory firm with a focus on tailored strategies.
- Benefits: Competitive salary, commission opportunities, full training, and strong career progression.
- Other info: Ideal for self-motivated individuals eager to succeed in financial services.
- Why this job: Join a dynamic team and gain exposure to diverse investment areas while building your career.
- Qualifications: Experience in client-facing roles, strong communication skills, and a target-driven mindset.
The predicted salary is between 30000 - 40000 £ per year.
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.
Financial Coordinator / BDM – Dubai employer: Prestige IFA Jobs
Contact Detail:
Prestige IFA Jobs Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Coordinator / BDM – Dubai
✨Tip Number 1
Get your networking game on! Connect with professionals in the financial services sector on LinkedIn. Join relevant groups and participate in discussions to showcase your knowledge and enthusiasm.
✨Tip Number 2
Practice your pitch! You never know when you’ll bump into a potential client or employer. Have a concise introduction ready that highlights your skills and what you can bring to the table.
✨Tip Number 3
Follow up like a pro! After meeting someone or having a conversation, send a quick thank-you message or connect on LinkedIn. It keeps you fresh in their mind and shows your professionalism.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can give you an edge over others. Plus, it’s super easy!
We think you need these skills to ace Financial Coordinator / BDM – Dubai
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Financial Coordinator/BDM. Highlight any experience in client-facing roles, telesales, or appointment-setting, especially in financial services. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for financial services and your desire to grow within the industry. Let us know why you're excited about this opportunity and how you can contribute to our team.
Showcase Your Communication Skills: Since this role involves a lot of interaction with clients and third parties, make sure your written application reflects high-quality, professional communication. We love clear and concise language that gets straight to the point!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it shows you're keen to join our growing team!
How to prepare for a job interview at Prestige IFA Jobs
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial services, especially in areas like private equity, cryptocurrency, and alternative investments. Being able to discuss these topics confidently will show that you're serious about the role and understand the industry.
✨Master the Art of Communication
Since this role is client-facing, practice your communication skills. Prepare to articulate how you would introduce the firm's services to potential clients. Role-playing with a friend can help you refine your pitch and ensure you come across as professional and engaging.
✨Show Your Sales Savvy
Be ready to share examples of your past sales successes or experiences in appointment-setting. Highlight any KPIs you've met or exceeded in previous roles. This will demonstrate your target-driven mindset and ability to thrive in a performance-oriented environment.
✨Research the Firm
Take some time to learn about the boutique wealth advisory firm and its unique selling points. Understanding their approach to wealth management and the types of clients they serve will allow you to tailor your answers and show genuine interest during the interview.