Junior Wealth Associate Advisory

Job Title: Junior Wealth Associate (Full Time)

Location: Remote

Department: Investments & Advisory

In 2017, our founders started Sarwa due to a lack of financial services offered to most of the world, and out of a need to help empower people in the region to invest in their financial future. Sarwa is poised to continue growing into the go-to platform for people to grow their wealth. We do this through expert, affordable and easy investing.

We're a small team working on the region's first and fastest growing investment and personal finance platform, making investing easy, low-cost and transparent, with a human touch woven into every step of the process.

We are a remote-first team. Where you choose to work is up to you - we have an office in Abu Dhabi that you can utilize as often or little as you'd like.

The Junior Wealth Associate will be an integral part of the Investments & Advisory team, working closely with Wealth Advisors to engage with clients, enhance their experience, and drive conversion rates. This role requires a proactive individual who can confidently interact with clients, identify high-value opportunities, and support the team in delivering top-tier service

• Engage with existing portfolio clients to schedule advisory meetings.

• Conduct outreach to new clients, welcoming them to the platform and addressing initial inquiries, providing an excellent first impression of Sarwa.

• Act as the first point of contact for clients, helping them navigate the platform and answering basic guidance questions.

• Identify high-propensity clients who may benefit from a deeper advisory relationship and introduce them to the appropriate Wealth Advisor.

• Work closely with Wealth Advisors to optimize client engagement and ensure seamless hand-offs.

• Support efforts to increase conversion rates by guiding new clients through their investment journey and addressing concerns effectively.

• Maintain accurate records of client interactions and follow-ups within the CRM system

• Ensure all tasks are up to date in the CRM system.

• Stay informed about Sarwa’s offerings to provide informed responses to client inquiries

• Bachelor’s degree

• 1-2 years of experience in client-facing financial services, wealth management, or a similar role is preferred.

• An excellent communicator in English and Arabic (preferably!), you love to talk to people and understand the value of good communication skills.

• Familiarity with CRM tools is a plus.

• Highly organized with the ability to manage multiple tasks and keep records updated in the CRM system.

• Ability to identify client needs and effectively introduce them to advisory services.

• Comfortable working in a fast-paced environment with strong attention to detail.

• Remote-first and flexible work environment

• Diverse, driven and supportive team with a positive work atmosphere (one of our core values)

• A culture of growth - being mentored, coached and supported to grow in your career

• Great company healthcare package

• Learning and development budget

• No fees on Sarwa's products

If you are passionate about investments, enjoy engaging with clients, and want to build a career in wealth management, we’d love to hear from you!