Independent Financial Advisor - Dubai

Click And Connect Online Limited; Dubai; On-site; AED 120,000 - 200,000; Full time

Job summary

An established industry player in wealth management is seeking an experienced Independent Financial Advisor to join their dynamic team in Dubai. In this pivotal role, you will leverage your expertise to provide tailored financial advice, helping clients navigate their financial journeys and achieve their goals. With a focus on building strong relationships and delivering personalized strategies, you will play a crucial role in enhancing client satisfaction and driving financial success. If you have a passion for finance and a proven track record in the industry, this is an exciting opportunity to make a significant impact in a thriving market.

Qualifications

• 5+ years of experience as a Financial Advisor in wealth management.
• Industry-leading qualifications such as CFP or CFA.

Responsibilities

• Build and maintain client relationships, providing expert financial advice.
• Develop and implement personalized financial plans for clients.

Skills

Communication Skills

Analytical Skills

Problem-Solving

Education

CFP Certification

CFA Certification

Job description

Independent Financial Advisor

Location: Dubai

Package: 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:

1. A minimum of 5 years of experience as a Financial Advisor in the wealth management industry
2. Industry leading qualifications such as CFP, CFA or other relevant certifications
3. Transferable client base and AUM
4. Excellent communication and interpersonal skills
5. Strong analytical and problem-solving abilities
6. Ability to work independently and as part of a team

Responsibilities:

1. Build and maintain relationships with clients, providing them with expert financial advice and guidance
2. Conduct thorough financial assessments of clients' current financial situations and future goals
3. Develop and implement personalized financial plans for clients, including investment, retirement, and tax planning strategies
4. Monitor clients' financial progress and adjust plans as necessary
5. Keep up to date with industry trends and regulations to ensure compliance and provide the best possible service to clients

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.