Financial Consultant Dubai

Prestige IFA Jobs; Dubai; On-site; AED 120,000 - 200,000; Full time

Job summary

A leading financial services brokerage is seeking experienced Investment Advisors to join their expanding team in Dubai. The ideal candidate will possess strong financial insight and communication skills, focusing on developing client relationships and providing tailored financial solutions. This position offers comprehensive support, visa sponsorship, and opportunities for personal development within a vibrant, diverse environment.

Benefits

Visa sponsorship

Medical and life cover

Fully funded training to obtain certifications

Continuous personal development

Attractive sales incentives

Qualifications

• Degree holder skilled in financial advisory with a strong focus on client relationships.
• 2-3 years experience in an independent financial advisory capacity.
• Fluent in English and adept at networking.

Responsibilities

• Prospects and closes new business clients.
• Arranges client meetings to understand their financial goals.
• Keeps up-to-date files and resolves complaints efficiently.

Skills

Customer service centric

Time management

Problem-solving

Business development

Sales culture focus

Ethical judgement

Financial insight

Education

Degree holder, preferably UK CISI Diploma Level 4

Chartered Insurance Institute qualifications

Job description

Our client is one of the largest independent award winning financial services and insurance brokers, with over a twenty-two-year pedigree of operations in the Gulf Region.

They continue to expand in Dubai. As a well-established Insurance Brokerage, their client bank reflects Dubai’s population, as does their team of established Financial Consultants – they have 40 nationalities represented and serve clients in every community.

Operating from their prestigious offices in Emaar Square, you will offer a full range of life insurance, savings and investment products to their clients, new and existing. Further, you will be able to offer a full range of commercial insurance, employee benefits and personal lines insurance, supported by a first class administration team.

They are looking for experienced financial services advisers and consultants, ideally already operating in the Dubai market, although they are prepared to help you relocate to Dubai. You will speak English fluently and be able mix in a variety of social settings.

Their Financial Consultants operate in teams, managed by experienced Sales Managers who are there to help you to network, understand client needs and find the right solution for each customer.

Prestige IFA Jobs has been commissioned to recruit a qualified, experienced and exceptional Investment advisors to be based in Dubai, or Abu Dhabi.

REQUIRED SKILLS

The candidate we are looking for will be driven and want to grow with the company. They will also be an excellent and confident communicator with a positive attitude along with the ability to work on own initiative. Although some leads will be available to them, they will also possess the skills to generate leads as well as develop networks. Over and above all you must:

• Be customer service centric
• Have good time management skills
• Be a problem solver
• Be good at business Development
• Be focused on sales culture
• Be Ethical
• Have good judgement
• Have sound financial insight

RESPONSIBILITIES:

• Prospects, develops and closes new business clients
• Remain abreast of market, industry and regulatory developments and develops a personal network to increase knowledge
• Arrange Client meetings and attend when required
• Resolve any escalated complaints and disputes that arise and manage good levels of client service
• Contacting clients and arrange in depth meetings with them to best understand their financial goals and aspirations, then generating a proposal to enable them to make an informed decision as to how they can achieve their financial goals
• Keep up to date files relating to dealings with customer.
• Identify Client’s insurance and financial needs and offer advice and how best they can achieve these needs
• Increase short-and long-term persistency of the company book of policies
• Arranging regular meetings with existing customers to review and ensure that their insurance and financial requirements are being met. Are on target to deliver the results required in response to the customers changing needs and financial circumstances.
• Contacting customers to make them aware of new financial and insurance products or changes to legislations that may affect their existing financial plans
• Making customers both existing and new of the range of general insurance products that the company has available to address their needs
• Ensure that you stay up to date with current products provided by the company and aspects of legal and regulatory requirements in the area where you work.
• Analyzing information and preparing plans best suited to individual clients’ requirements.
• Researching the marketplace and providing clients with information on new and existing products and services.
• Liaising with head office and financial services providers.
• Communicating with other professionals, such as estate agents, solicitors and accountants.

EDUCATION:

• Degree holder and ideally UK CISI Diploma Level 4 qualified, or studying towards.
• 2-3 Years of experience in an independent financial advisory capacity / Brokerage
• Chartered Insurance Institute qualifications would be a distinct advantage

THE COMPANY OFFERS:

• They provide security and career opportunities with unlimited income and fully funded back office support
• Visa sponsorship, medical and Life cover are provided.
• This role also has on offer the opportunity to attend in house training to become certified with the UKs Chartered Insurance Institute at no cost to the successful candidate.
• Continuous personal development facilitated by our Training and Development Team.
• Attractive sales incentives including international conventions are just some of the additional rewards available.

TO BE CONSIDERED, YOU WILL NEED TO HAVE:

• Relationship and networking ability
• A customer centric attitude
• A flexible working style
• An existing client bank (preferable but not essential)

Please note: This position would typically suit experienced investment advisory candidates Experience working in the international wealth management or insurance business is preferred. This position is NOT for someone from the accounting / auditing or financial management or any other profession. This is a client facing, sales and targets driven profession leading from the front. Please only apply if you have the required experience and credentials.

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