Sales Specialist – Wealth Management; HNI Segment

We are looking for an experienced highly motivated Client Acquisition Specialist with a strong command of the Dubai financial market and proven knowledge in handling HNI clients. The ideal candidate will play a critical role in sourcing, engaging, and managing key client relationships while providing them with superior investment advisory services.

• Identify, connect with, and onboard High Net Worth Individuals (HNIs) in the UAE, especially Dubai.
• Develop and maintain long-term client relationships by offering personalized wealth management services.
• Provide financial planning, investment advisory, and portfolio management services tailored to client needs.
• Monitor market trends, investment instruments, and regulatory changes to recommend suitable products.
• Collaborate with internal teams to design and implement strategic client acquisition initiatives.
• Represent Oceano Apex LLC at networking events, industry conferences, and client meetings.
• Maintain confidentiality and ensure all client interactions comply with local financial regulations.

• Bachelor’s degree in Finance, Business Administration, Economics, or related field (CFA, CFP is a plus).
• Minimum 3+ years of experience in wealth management, private banking, or financial advisory roles (fresher can also apply).
• Strong understanding of investment products, financial markets, and wealth management principles.
• Excellent communication, negotiation, and interpersonal skills.
• Demonstrated experience in managing HNI clients in the UAE.
• Ability to work independently in a startup environment with a growth mindset.
• Fluency in English is mandatory;
  Arabic proficiency is an advantage.

• Competitive salary and performance-based incentives.
• Opportunity to be part of a fast-growing startup with a collaborative culture.
• A chance to build your own client portfolio and grow within the company.
• Exposure to high-value clients and innovative financial products.