At Intelliverse, we provide transformative solutions that combine AI-powered services with personalized experiences to bring customers closer to brands. Our services focus on Customer Experience, Business Services & Advisory, and Financial Outsourced Services, all driven by adaptability, creativity, and inclusion.

Role Description

This is a hybrid, part-time / contract-based opportunity in Cairo, Egypt for a Wealth Management Consultant at Intelliverse.

Responsibilities:

• Client Acquisition: Actively prospect and generate new leads through various channels, including networking, referrals, online marketing, and industry events.
• Needs Analysis: Conduct thorough needs assessments to understand clients’ financial goals, risk tolerance, and investment preferences.
• Platform Presentation: Demonstrate the features and benefits of our trading platform, highlighting its capabilities in Stocks, FX, and Crypto trading.
• Portfolio Development: Assist clients in developing personalized investment portfolios aligned with their financial objectives.
• Onboarding & Training: Provide comprehensive onboarding and training to new clients on how to effectively utilize the platform and manage their investments.
• Relationship Management: Build and maintain strong, long-term relationships with clients, providing ongoing support and guidance.
• Market Knowledge: Stay up-to-date on market trends, news, and regulations related to Stocks, FX, and Crypto.
• Sales Targets: Achieve and exceed monthly and quarterly sales targets.
• CRM Management: Maintain accurate and up-to-date records of client interactions and sales activities in the CRM system.
• Compliance: Adhere to all regulatory requirements and compliance guidelines.

Qualifications:

• Bachelor’s degree in Finance, Business, or a related field preferred.
• Proven track record of success in sales, preferably in the financial services industry.
• Strong understanding of financial markets, including Stocks, FX, and Crypto.
• Excellent communication, presentation, and interpersonal skills.
• Ability to build and maintain strong client relationships.
• Self-motivated, results-oriented, and highly organized.
• Strong analytical and problem-solving skills.