Financial Advisor

Charterhouse; Dubai; On-site; AED 60,000 - 100,000; Full time

Job summary

An established industry player in financial services is seeking a dedicated Financial Advisor to enhance their client base. This dynamic role involves cultivating new relationships, managing existing portfolios, and delivering sound investment strategies based on thorough market analysis. The ideal candidate will have a strong educational background and at least two years of experience in financial product sales. Join a forward-thinking firm where your expertise will contribute to strategic financial decision-making and client success. If you are passionate about finance and eager to make an impact, this opportunity is perfect for you.

Qualifications

• 2+ years of experience in selling financial products.
• Completed LIBF Level 4 Diploma for Financial Advisers.

Responsibilities

• Cultivating new client relationships and managing existing ones.
• Drafting investment proposals and executing accurate reporting.
• Overseeing marketing initiatives and attending networking events.

Skills

Relationship Management

Investment Proposal Drafting

Market Analysis

Financial Advisory

Networking

Education

LIBF Level 4 Diploma for Financial Advisers

Job description

Charterhouse is working with one of the fastest-growing financial services firms that is looking to hire a Financial Advisor to join their team. The ideal candidate shares the firms commitment to carefully guided decision-making for portfolio management and will be responsible for cultivating new relationships while maintaining and managing existing ones.

About the Role

As the Financial Advisor, the main responsibilities will include bringing new clients on board, acting as the point of contact for leads, drafting investment proposals, and managing the pipeline of ongoing cases. The role requires monitoring market performance to develop and deliver sound investment advice and strategies, as well as executing accurate reporting that enables thorough analysis and financial recommendations.

Additionally, this role will oversee marketing initiatives related to respective clients and involve attending networking events to build a potential client base. The Financial Advisor will lead due diligence, coordinate transaction execution, and manage fund closing processes. This includes the finalization and signing of all security documentation for fund releases.

About You

To be considered for this role, the successful candidate must have completed the LIBF Level 4 Diploma for Financial Advisers (DipFA). The ideal candidate will have at least 2 years of experience in selling financial products, preferably with a background in Litigation Funding / Finance and Loan Notes. The candidate should be Western-educated, well-presented, and professional.