1 443 Financial Services Representative jobs in the United Arab Emirates

Financial Services Representative

Dubai, Dubai beBeeCustomerService

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Job Description

As a customer service professional, you will be the initial point of contact for valued clients, handling their transactions efficiently and providing exceptional support.

Key Responsibilities:
  • Process cash deposits, withdrawals, and check cashing
  • Address client inquiries and concerns
  • Provide excellent communication and interpersonal skills
Requirements:
  • High school diploma or equivalent
  • 2 years of experience in customer service or banking (advantage)
  • Strong numerical and cash handling skills
  • Ability to work in a fast-paced environment
  • Excellent problem-solving abilities

Our dynamic work environment offers opportunities for growth and development. If you possess a passion for delivering top-notch customer satisfaction and a strong work ethic, we invite you to consider this exciting opportunity.

Key aspects of this role include:

  • Working with a diverse range of clients to understand their needs and provide tailored solutions
  • Managing cash and financial transactions with accuracy and efficiency
  • Developing and maintaining effective relationships with colleagues and clients alike
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Financial Services Representative

Abu Dhabi, Abu Dhabi beBeeCustomerService

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Job Description

Bank Teller Position Summary

We are seeking a detail-oriented and customer-focused Bank Teller to join our team. As a Bank Teller, you will play a vital role in providing excellent customer service by handling daily financial transactions with accuracy.

Main Responsibilities:

  • Process cash deposits, withdrawals, loan payments, cash checks, issue money orders, and cashier's checks.
  • Answer customer inquiries about their accounts as needed.
  • Resolve customer complaints or refer them to the appropriate department for resolution.

Requirements:

  • Bachelor's degree or equivalent preferred but not required.
  • Basic knowledge of banking services and products.
  • Proficiency with computers and banking software applications.
  • Excellent communication and interpersonal skills.
  • Ability to maintain confidentiality and professionalism in all interactions.

Benefits:

  • Competitive salary package.
  • Employee discounts on banking products and services.
  • Ongoing training and career development opportunities.
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Financial Services Representative

Dubai, Dubai beBeeRelationship

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Job Description

About the Job

Are you a seasoned professional in retail banking with a knack for building lasting relationships and driving sales? We are currently seeking a dedicated Financial Services Representative to cultivate strong client connections.

Main Responsibilities:
  • Develop and nurture meaningful relationships with clients to understand their financial needs and goals.
  • Promote and sell credit cards and loans to both new and existing clients, utilizing your expertise in relationship management.
  • Employ a proactive approach to identifying sales opportunities through targeted outreach, face-to-face meetings, and networking events.
  • Utilize your exceptional interpersonal and communication skills to effectively convey the benefits of our financial products to clients.
  • Achieve sales targets in a fast-paced environment by consistently delivering high-quality results.
  • Collaborate closely with colleagues to strategize and optimize sales efforts while demonstrating the ability to work independently.
Qualifications:
  • Previous experience in retail banking, with a focus on sales and relationship management.
  • Demonstrated ability to build and maintain strong relationships with clients.
  • Excellent interpersonal and communication skills, both verbal and written.
  • Proven track record of achieving sales targets in challenging environments.
  • Strong team player with the capacity to work independently when necessary.
  • Ability to generate new leads through targeted sales techniques.
About Us

We value professionalism, teamwork, and customer satisfaction. If you have a passion for building long-lasting relationships and driving sales growth, we encourage you to apply for this exciting opportunity.

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Senior Financial Services Representative

Dubai, Dubai beBeeCredit

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Job Summary

We are seeking a skilled Credit Card Sales Specialist to join our team. As a key member of our sales department, you will be responsible for promoting and selling credit card products to potential customers.

You will educate customers on the benefits and features of different credit card options, build and maintain relationships with customers to drive credit card sales, and provide excellent customer service and address inquiries related to credit cards.

In this role, you will generate leads and follow up with potential customers to maximize sales opportunities.


Key Responsibilities
  1. Promote and sell credit card products to potential customers
  2. Educate customers on the benefits and features of different credit card options
  3. Build and maintain relationships with customers to drive credit card sales
  4. Provide excellent customer service and address inquiries related to credit cards
  5. Generate leads and follow up with potential customers to maximize sales opportunities
Requirements
  • Proven experience in sales, particularly in selling credit card products
  • Strong communication and negotiation skills
  • Ability to explain complex financial products in a clear and concise manner
  • Results-oriented with a track record of meeting or exceeding sales targets
  • Familiarity with credit card regulations and compliance standards
Benefits

This is a full-time opportunity with a contract length of 24 months. The ideal candidate should be able to reliably commute or plan to relocate before starting work.

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Senior Financial Services Representative

Dubai, Dubai beBeeSales

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Job Description

About This Role

We're seeking a skilled Sales Executive to join our team. The successful candidate will be responsible for identifying potential customers and promoting financial products.

Key Responsibilities:

  • Sourcing potential clients for credit card and loan products.

  • Conducting face-to-face meetings, calls or online presentations to explain product features and benefits.

  • Understanding customers' financial needs and suggesting appropriate products.

  • Achieving and exceeding monthly sales targets set by management.

  • Ensuring complete and accurate documentation of customer applications.

  • Maintaining strong relationships with clients for cross-selling and referrals.

  • Staying updated on product features, eligibility criteria, compliance and market trends.

  • Ensuring compliance with all bank and regulatory policies.

Requirements
  • Proven experience in credit card or loan sales (banking DSA or financial institution).

  • Strong communication and interpersonal skills.

  • Goal-oriented and highly self-motivated.

  • Ability to work under pressure and meet sales targets.

  • Fluent in English; other languages are a plus.

  • Minimum qualification: High School / Bachelors Degree.

  • UAE sales experience preferred but not mandatory.

Benefits
  • Salary: Attractive basic salary with high incentive structure based on performance.
  • Employment Type: Full-time
  • Visa Insurance: Provided
  • Training: Full product training and sales support provided
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Customer Service Representative - Financial Services

Abu Dhabi, Abu Dhabi beBeeCustomer

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Job Description

Our mission is to deliver exceptional customer service by providing product and service information, resolving issues, and ensuring high-quality standards.

Job Purpose:

This role requires a strong team spirit, motivation, and a friendly environment with customers and colleagues.

Key Responsibilities:
  1. Handle customer inquiries related to products, services, and billing.
  2. Resolve customer complaints by identifying the root cause, selecting the best solution, and following up to ensure resolution.
  3. Maintain accurate customer records by updating history through service requests and notes.
  4. Achieve set targets for service standards and customer satisfaction scores for inbound calls and outbound calls.
  5. Support customers in making their financial processes smooth by generating online passwords for all personal banking channels.
  6. Contribute to business growth by generating new prospects and leads for all bank products.
  7. Ensure compliance with anti-money laundering regulations under local laws.
  8. Recommend potential products or services to management by analyzing customer needs and preferences.
  9. Collaborate with the team to achieve common goals and demonstrate flexibility in adhering to scheduled shifts.
Requirements:
  • High School Diploma or equivalent in any discipline.
  • 1-2 years of experience in customer service or contact centre operations.
  • Excellent communication skills in English and/or Arabic.
  • Strong problem-solving and conflict resolution skills.
  • Ability to multitask and maintain accurate records.
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Financial Advisor

Dubai, Dubai Ircfsjobs

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Job Description

Financial Advisor

Dubai

Competitive Package - Salary Commission

Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Dubai
We are representing a leading International Wealth Management firm looking for an experienced and qualified Independent Financial Advisor to join their team in Dubai. As an Independent Financial Advisor you will be responsible for providing expert financial advice to our clients helping them to achieve their financial goals and secure their financial futures.
Requirements:
- A minimum of 5 years of experience as a Financial Advisor in the wealth management industry
- Industry leading qualifications such as CFP CFA or other relevant certifications

- Transferable client base and AUM
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving abilities
- Ability to work independently and as part of a team
Responsibilities:
- Build and maintain relationships with clients providing them with expert financial advice and guidance
- Conduct thorough financial assessments of clients current financial situations and future goals
- Develop and implement personalized financial plans for clients including investment retirement and tax planning strategies
- Monitor clients financial progress and adjust plans as necessary
- Keep up-to-date with industry trends and regulations to ensure compliance and provide the best possible service to clients
Offering a competitive package as well as a supportive and collaborative work environment. If you meet the above requirements and are passionate about helping clients achieve their financial goals we encourage you to apply for this exciting opportunity.

Offering a competitive package as well as a supportive and collaborative work environment. If you meet the above requirements and are passionate about helping clients achieve their financial goals we encourage you to apply for this exciting opportunity.

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Financial Advisor

Dubai, Dubai beBeeInsurance

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Job Description

As a Wealth Guardian, you will play a pivotal role in helping clients create and safeguard their financial well-being through expert advice.

Key Responsibilities:
  • Evaluate clients' unique financial needs
  • Design tailored financial solutions to meet clients' objectives
  • Provide ongoing guidance and support to ensure clients receive optimal outcomes
What We're Looking For:

We seek a driven individual with a strong background in sales, business development, and relationship management, preferably within the financial services or wealth management industry.

A bachelor's degree in a relevant field, such as business, finance, or marketing, is essential.

What We Offer:

Our state-of-the-art office provides a dynamic work environment, complete with continuous training and development programs, cutting-edge technology, and experienced mentors to guide your success.

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Sales Representative - Financial Services Specialist

Dubai, Dubai beBeeBusiness

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Job Description

Job Title: Sales Representative - Business Setup, Real Estate, Insurance, and Banking

  • We are seeking a dynamic sales professional with expertise in business setup, real estate, insurance, and banking to drive revenue growth.
  • The ideal candidate will be fluent in English, Urdu, and Hindi, possessing excellent communication skills to effectively engage with clients.

The successful applicant will possess:

  • Strong relationships with clients built through consultative selling and tailored solutions.
  • In-depth knowledge of products and services related to business setup, real estate transactions, insurance policies, and banking solutions.
  • Ability to identify and prospect potential clients in the fields of business setup, real estate, insurance, and banking.
  • A customer-centric approach with a dedication to delivering exceptional service.

We offer a competitive compensation package that includes:

  • Ongoing training and development opportunities to enhance your skills and knowledge.
  • A dynamic and fast-paced work environment that fosters adaptability and innovation.

Apply today to take your career to the next level as a Sales Representative - Business Setup, Real Estate, Insurance, and Banking specialist!

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Financial Advisor Dubai

Dubai, Dubai iExpats

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Job Description

Looking for an exciting new opportunity as a Financial Advisor in Dubai? Our client, a global wealth management firm based in the United Arab Emirates, is seeking experienced consultants to provide unbiased financial advice to their clients and help them achieve their financial goals.

As a Financial Advisor, you will prospect for potential clients, understand their financial requirements, recommend suitable financial products, and build long-term relationships with them. The ideal candidate should possess a self-driven, persistent personality and a passion for making a meaningful impact on clients’ lives.

The successful candidate must have a minimum of three years of experience in wealth management or financial advisory without any record of client dissatisfaction or regulatory sanctions. Additionally, they should hold a level 4 qualification or equivalent in financial services. They should have passed the Series 65 examination in the US and managed assets under management (AUM) of at least $12 million.

Candidates should have a proven track record in client relationship management and acquisition and a self-motivated, dynamic personality with the ability to work independently. A relevant degree in client counselling, such as economics, financial planning, or investment analysis, would also be beneficial.

The role offers a competitive, rewards-based package, including a salary, full office and administration support, and further career opportunities. With scope to earn more, typical first-year earnings range from $50,000 to 300,000. Successful applicants will receive dedicated training from qualified and experienced professionals to ensure they reach their full potential.

If you are passionate about helping clients achieve their financial goals, please apply now to take the first step in your exciting new career as a Financial Advisor in Dubai.

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