Independent Financial Advisor - Dubai

Independent Resourcing Consultancy Ltd; Dubai; On-site; AED 100,000 - 200,000; Full time

Job summary

A leading wealth management firm in Dubai is seeking an experienced Independent Financial Advisor to provide expert financial advice and guide clients towards achieving their financial goals. Candidates should have at least 5 years in the industry and hold qualifications like CFP or CFA. This role offers a competitive package in a collaborative environment focused on client success.

Qualifications

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

Responsibilities

• Build and maintain relationships with clients.
• Conduct thorough financial assessments.
• Develop and implement personalized financial plans.

Skills

Communication

Interpersonal skills

Analytical ability

Problem-solving

Education

CFP

CFA

Job description

About the job Independent Financial Advisor - Dubai

Dubai

Competitive Package - Self Employed

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

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.

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.