Independent Financial Advisor - Abu Dhabi

Independent Resourcing Consultancy Ltd; Abu Dhabi; On-site; AED 120,000 - 180,000; Full time

Job summary

An international leading wealth management firm is seeking an Independent Financial Advisor in Abu Dhabi or Dubai. The successful candidate will deliver expert financial advice and create tailored financial plans to help clients achieve their financial objectives. Ideal applicants will have 5+ years of relevant experience, industry qualifications like CFP or CFA, and a substantial client base. A competitive package and a collaborative work environment are offered.

Qualifications

• Minimum of 5 years as a Financial Advisor in wealth management.
• Transferable client base with over 5 million AUM.
• Ability to work independently and in a team.

Responsibilities

• Provide expert financial advice and guidance to clients.
• Develop personalized financial plans including investment and tax strategies.
• Monitor clients' financial progress and adjust plans as necessary.

Skills

Communication Skills

Analytical Skills

Problem-Solving Skills

Education

CFP, CFA or relevant certifications

Job description

About the job Independent Financial Advisor - Abu Dhabi

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

We are representing an International leading Wealth Management firm in Abu Dhabi and 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 over 5 million 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 personalised 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.

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.