Independent Financial Advisor

Independent Resourcing Consultancy; 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. The role involves providing expert financial advice, developing personalized financial plans, and building strong client relationships, all while operating in a collaborative work environment. Ideal candidates will have a minimum of 5 years in the industry and relevant qualifications.

Qualifications

• Minimum 5 years of experience as a Financial Advisor.
• Industry leading qualifications such as CFP, CFA, or other relevant certifications.
• Transferable client base and AUM.

Responsibilities

• Build and maintain relationships with clients.
• Conduct thorough financial assessments of clients' situations.
• Develop personalized financial plans including investment and tax strategies.

Skills

Communication

Analytical skills

Problem-Solving

Education

CFP

CFA

Job description

Job Advertisement : Independent Financial Advisor for Leading Wealth Management Firm in Dubai, UAE

We are representing an International leading Wealth Management firm in Dubai, UAE, looking for an experienced and qualified Independent Financial Advisor to join their team. As an Independent Financial Advisor, you will be responsible for providing expert financial advice to 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.

Please submit your resume and cover letter to with the subject line "965DXB Independent Financial Advisor – Dubai, UAE or click to apply today.