Financial Advisor - Dubai

Ircfsjobs.com; Dubai; On-site; AED 120,000 - 200,000; Full time

Job summary

A leading wealth management firm in Dubai is seeking an experienced Independent Financial Advisor. You will provide expert financial advice to clients, helping them achieve their financial goals. Ideal candidates have a minimum of 5 years of experience in the wealth management industry and leading industry qualifications. A competitive package is offered along with a supportive work environment.

Benefits

Competitive salary

Supportive and collaborative work environment

Qualifications

• Minimum of 5 years of experience as a Financial Advisor in the wealth management industry.
• Transferable client base and AUM.
• Ability to work independently and as part of a team.

Responsibilities

• Build and maintain relationships with clients providing financial advice.
• Conduct thorough financial assessments of clients.
• Develop and implement personalized financial plans.
• Monitor clients' financial progress and adjust plans as necessary.
• Stay updated with industry trends and regulations.

Skills

Communication skills

Analytical skills

Problem-solving abilities

Education

CFP, CFA or relevant certifications

Job description

Financial Advisor

Dubai

Competitive Package - Salary Commission

Job Advertisement

Independent Financial Advisor for Leading Wealth Management Firm in Dubai

About the Role

We are representing a leading International Wealth Management firm looking for an experienced and qualified Independent Financial Advisor to join their team in Dubai. As an Independent Financial Advisor you will be responsible for providing expert financial advice to our clients helping them to achieve their financial goals and secure their financial futures.

Requirements

• A minimum of 5 years of experience as a Financial Advisor in the wealth management industry
• Industry leading qualifications such as CFP, CFA or other relevant certifications
• Transferable client base and AUM
• Excellent communication and interpersonal skills
• Strong analytical and problem-solving abilities
• Ability to work independently and as part of a team

Responsibilities

• Build and maintain relationships with clients providing them with expert financial advice and guidance
• Conduct thorough financial assessments of clients current financial situations and future goals
• Develop and implement personalized financial plans for clients including investment retirement and tax planning strategies
• Monitor clients financial progress and adjust plans as necessary
• Keep up-to-date with industry trends and regulations to ensure compliance and provide the best possible service to clients

Offering a competitive package as well as a supportive and collaborative work environment. If you meet the above requirements and are passionate about helping clients achieve their financial goals we encourage you to apply for this exciting opportunity.