Financial Advisers

Client of Prestige IFA; Dubai; On-site; AED 120,000 - 180,000; Full time

Job summary

A leading financial consultancy in Dubai seeks an experienced Financial Consultant to join their team. The role involves conducting financial planning analysis, managing client relationships, and leading a team. Ideal candidates will have a strong background in wealth management and a Level 4 qualification in financial services. This position is client-facing and targets-oriented, aimed at serving EU and UK expatriates.

Qualifications

• Minimum three years of experience in wealth management/financial advisory.
• Proven track record in client relationship management.

Responsibilities

• Conducting Financial Planning Analysis and scheduling client meetings.
• Leading and managing a Business Development Manager.

Skills

Financial Planning Analysis

Client Relationship Management

Sales Team Leadership

Education

Undergraduate Degree in Economics

Level 4 Qualification in Financial Services

Job description

Roles & Responsibilities:

1. Representing the client’s Financial Consultant Team.
2. Conducting Financial Planning Analysis.
3. Scheduling and attending client meetings to understand evolving short-term and long-term client needs, thereby ensuring client confidence in the advisor team.
4. Pursuing new client relationships.
5. Leading and managing a Business Development Manager / Para-planner.
6. Contributing your strengths towards achieving the shared business vision in collaboration with the internal team.

Advantageous Skills:

• The Financial Consultant should have an undergraduate degree in a relevant field such as economics, financial planning, or investment analysis.
• Achieved a Level 4 qualification in Financial Services (Wealth Management, Financial Planning, or Insurance disciplines).
• Experience leading or working within a sales team.

Requirements:

1. Minimum three years of experience within wealth management/financial advisory, with no record of client dissatisfaction or regulatory sanctions.
2. Minimum Level 4 Qualification or equivalent in financial services.
3. Proven track record in client relationship management and acquisition.
4. Self-motivated, dynamic personality with the ability to work independently.

Please note: This position is suitable for experienced, CISI / CII qualified UK investment advisory candidates, as most clients served are typical EU and UK expatriates. Work permits may be an issue for non-EU/UK passport holders, depending on nationality. A minimum of three years’ experience in the life insurance or wealth management business is required. This role is client-facing, sales-driven, and targets-oriented. Only apply if you meet the wealth management experience criteria.

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