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Investor Outreach Setter

Al Wadhiah

Remote · Full Time

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Any
Salary
Openings
1
Posted
4 घंटे पहले
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Job description

About Al Wadhiah

Al Wadhiah is a recognized, award-winning investment firm specializing in Shariah-compliant financial solutions. It has been honored as the Best Shariah-Compliant Investment Firm in the MENA region for 2025. The company is committed to ethical, faith-aligned investing and supports a team-oriented environment focused on delivering innovative, compliant investment products and services through collaboration with experienced financial and Shariah advisors.

Role Overview

We are seeking a full-time Investor Outreach Setter to operate remotely. This role emphasizes building connections with prospective investors to introduce them to Al Wadhiah’s advisory and investment teams. Responsibilities include sourcing leads, qualifying prospects, initiating contact via phone, email, and digital platforms, and scheduling meetings or calls with senior advisors. Maintaining an organized sales pipeline, adapting to investor requirements, and accurately documenting interactions are key aspects of the job. The position prioritizes meeting targets and demands consistent follow-up, professional communication, and adherence to the values of Shariah-compliance upheld by the firm.

Qualifications

  • Excellent verbal and written English communication skills, with an ability to quickly establish rapport with potential investors.
  • Experience in lead generation, appointment setting, or sales development, ideally within financial services or investment sectors.
  • Proficiency with remote work technologies, CRM platforms, and fundamental data entry to monitor outreach efforts and investor engagement.
  • Capability to follow structured workflows and scripts while applying sound judgment and maintaining professionalism in all conversations.
  • Interest or understanding of Shariah-compliant finance principles, with a readiness to become knowledgeable about the firm’s offerings.
  • High standards of professionalism, confidentiality, and integrity in handling sensitive investor and firm information.
  • Self-driven, well-organized, and capable of managing time effectively in a remote, target-driven environment.
  • Relevant academic background or experience in business, finance, marketing, or related industries is advantageous.

How they work

Relationship Building required

Languages

English

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