Wealth Advisor

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profile Job Location:

Muscat - Oman

profile Monthly Salary: Not Disclosed
profile Experience Required: 3years
Posted on: 28-10-2025
Vacancies: 1 Vacancy

Job Summary

Job Description

1. Maintain working relationships with existing customers of the Client to ensure exceptional service and identification of potential new sales opportunities for the Client by way of finding new customers and enhancing relationships with existing customers.

2. Identify appropriate prospects set appointments make effective qualifying sales calls and manage sales cycle to close new business in all service / products categories offered by the Client and/or as prioritized by the Client.

3. Possess an in-depth knowledge of the Clients products and services and be able to explain the same to the Clients customers with ease.

4. Prepare professional complete concise and accurate sales reports proposals packages and other documentation as required on behalf of the Client for executive-level presentations.

5. Achieve sales goals set by the Client by assessing current clients needs and following a defined selling process with potential buyers often utilizing the Clients resources.

6. Coordinate with other sales representatives to ensure that the Clients sales quotas and standards are being met perform market research and regular competitor monitoring on behalf of the Client









Job Description1. Maintain working relationships with existing customers of the Client to ensure exceptional service and identification of potential new sales opportunities for the Client by way of finding new customers and enhancing relationships with existing customers.2. Identify appr...
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Company Industry

IT Services and IT Consulting

Key Skills

  • Business Development
  • Estate Law
  • Sales Experience
  • Trusts
  • Wealth Management
  • Financial Services
  • Organizational skills
  • Investment Experience
  • Banking
  • Securities Law
  • Financial Planning
  • Wills