Financial Planner

Independent Resourcing Consultancy; Dubai; On-site; AED 80,000 - 120,000; Full time

Job summary

A leading financial service firm in the UAE is seeking a Financial Advisor/Consultant to manage a portfolio of over 10,000 clients. The role involves evaluating financial performance, providing recommendations, and cultivating new business opportunities. Ideal candidates will possess a transferable client base and strong communication skills. This position offers a competitive retainer, uncapped fees, and generous bonuses for high performers.

Benefits

Competitive retainer

Uncapped fee structure

Generous bonuses for high performers

Qualifications

• Transferable Client Base and Assets Under Management (AUM) in the UAE.
• Self-starter with a drive for goal achievement.

Responsibilities

• Conduct client portfolio reviews and provide recommendations.
• Prepare client documentation based on recommendations.

Skills

Presentation

Communication

Sales

Analytical

Education

Graduate-level education

Tools

MS Teams

Zoom

Job description

Our client stands as one of the most venerable and esteemed independent financial service firms in the UAE. This role presents an exceptional opportunity to join our expanding enterprise, where you will be entrusted with a portfolio of over 10,000 clients.

Given the distinctive disparities between the Banking / Accounting and Financial Advisory sectors, you will initially join our burgeoning Client Services Department in the capacity of Financial Advisor / Consultant. Leveraging your robust analytical acumen, you will evaluate the financial performance and product suitability for each retail client. Subsequently, you will articulate your advice and recommendations persuasively, employing platforms such as Zoom, MS Teams, telephone, or occasionally in-person meetings.

In addition to servicing existing clients, you will be expected to cultivate new clientele and generate fresh business opportunities. Our client's reputation as one of the most venerable and esteemed independent financial service firms in the UAE underscores the significance of this opportunity.

Responsibilities :

• Conduct client portfolio reviews and provide recommendations where necessary.
• Prepare client documentation based on these recommendations.

Qualifications / Requirements :

• Transferable Client Base and Assets Under Management (AUM) in the UAE.
• Graduate-level education or equivalent life / work experience.
• Proficient presentation, communication, and sales skills.
• IT literacy.
• Self-starter with a drive for goal achievement.

Remuneration :

• Competitive retainer and uncapped fee structure.
• Generous bonuses for high performers.