Independent Financial Advisor - Dubai

ircfsjobs.com; Dubai; On-site; AED 150,000 - 250,000; Full time

Job summary

A leading wealth management firm in Abu Dhabi or Dubai is seeking an experienced Independent Financial Advisor. The role involves providing expert financial advice, developing personalized financial plans, and maintaining strong client relationships. Candidates should have at least 5 years of relevant experience and strong professional qualifications like CFP or CFA. A competitive package and a collaborative work environment are offered.

Qualifications

• Minimum of 5 years of experience as a Financial Advisor in wealth management.
• Transferable client base and AUM over 5 million.
• Strong analytical and problem-solving abilities.

Responsibilities

• Build and maintain relationships with clients.
• Conduct thorough financial assessments.
• Develop and implement personalised financial plans.
• Monitor financial progress and adjust plans as necessary.

Skills

Communication skills

Analytical skills

Problem-solving ability

Education

CFP, CFA or other relevant certifications

Job description

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.