Independent Financial Advisor - Dubai

Independent Resourcing Consultancy Ltd; Dubai; On-site; AED 150,000 - 250,000; Full time

Job summary

A leading wealth management firm in Dubai seeks an Independent Financial Advisor with at least 5 years of experience and a transferable client base of over 5 million AUM. The role involves providing expert financial advice, developing personalized plans, and maintaining client relationships. This position offers a competitive package in a collaborative environment.

Qualifications

• Minimum of 5 years of experience as a Financial Advisor in wealth management.
• Transferable client base with over 5 million AUM required.
• Exceptional communication and interpersonal skills needed.

Responsibilities

• Build and maintain client relationships.
• Conduct financial assessments for clients.
• Develop personalized financial plans including investment strategies.
• Monitor financial progress and adjust plans as necessary.
• Stay updated with industry trends and regulations.

Skills

Client relationship management

Financial planning

Analytical skills

Communication skills

Problem-solving abilities

Education

CFP, CFA, or equivalent certification

Job description

About the job Independent Financial Advisor - Dubai

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.