Investment Specialist & Sales Executive

Role Description This full-time, on-site Investment Specialist & Sales Executive role is based in Dubai. The position involves identifying and qualifying prospective clients, presenting tailored investment and financial solutions, and managing the full sales cycle from initial contact through closing and post-sale follow-up. Responsibilities include conducting market and product research, preparing proposals and presentations, and maintaining accurate records in CRM and reporting tools. The role also requires building long-term client relationships, coordinating with internal teams to ensure smooth onboarding and service delivery, and meeting or exceeding individual and team sales and revenue targets while adhering to company policies and regulatory requirements.Qualifications Candidates should possess strong investment knowledge, including understanding of financial products, risk assessment, portfolio concepts, and market trends.Candidates should possess solid sales and business development skills, such as lead generation, pipeline management, negotiation, and closing techniques.Candidates should possess excellent communication and interpersonal skills, including client-facing presentation abilities, active listening, and clear written communication.Candidates should possess analytical and problem-solving skills, with the ability to interpret data, compare investment options, and propose suitable solutions.Candidates should possess organizational and time-management skills, including prioritization, follow-through, and accurate documentation using CRM or similar tools.Bachelor’s degree in finance, business, economics, or a related field is preferred; relevant certifications (e.g., CISI, CFA level, or equivalent) are an advantage.Previous experience in financial services, wealth management, or investment sales, ideally within the UAE or GCC region, is highly beneficial.Comfort working in a target-driven environment, high level of professional ethics, and fluency in English; additional languages are an asset.