Investment and Migration Consultant

Global Citi-Zen

Investment and Migration Consultant Jobs in UAE

Key responsibilities

Managing and responding to inbound leads via telephone and email.
Providing clients with expert advice on residence and citizenship by investment solutions & investment packages to ensure that their objectives are met.
Review of client’s profile background and preliminary eligibility evaluation.
Following up on leads whilst providing ongoing guidance and advice.
Meeting and exceeding the assigned monthly sales targets.
Keeping detailed notes on client interactions, with full and effective use of the firm’s CRM system.

Essential skills

Experience in client-facing sales, investment, insurance, private banking or wealth management.
Exceptional written and verbal communication skills in English.
Collaborative approach to build enduring relationships and influence in a positive manner.
Excellent negotiation and persuasion skills, including exercising tact and diplomacy at all times.
Strong research and strategic analysis skills and a competency in the Microsoft Office suite; experience in CRM is ideal.
Ability to collect data required to prepare an accurate analysis of the client and offer the most suitable solutions.

Desirable skills

Undergraduate degree in sales, business, economics, marketing, or other related disciplines; a master’s or an advanced degree will be considered an advantage.
Experience in client-facing sales, investment, insurance, private banking, wealth management.
Knowledge and experience in the investment migration industry (residence and citizenship by investment) and real estate.
Knowledge of Russian or local language (i.e. Arabic, Egyptian, Pakistani, Omani and etc.) and MENA experience will be considered advantages.

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