Independent Financial Advisor — Grow Client Wealth & Goals

Independent Resourcing Consultancy Ltd; Dubai; On-site; AED 120,000 - 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 to clients. Responsibilities include building client relationships, conducting financial assessments, and developing personalized financial plans. Ideal candidates should have at least 5 years of experience, relevant qualifications, and strong analytical skills. Competitive package and a supportive work culture offered.

Qualifications

• 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.

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.

Skills

Excellent communication and interpersonal skills

Strong analytical and problem-solving abilities

Ability to work independently and as part of a team

Education

CFP, CFA, or other relevant certifications

Job description

A leading wealth management firm in Dubai is seeking an experienced Independent Financial Advisor to provide expert financial advice to clients. Responsibilities include building client relationships, conducting financial assessments, and developing personalized financial plans. Ideal candidates should have at least 5 years of experience, relevant qualifications, and strong analytical skills. Competitive package and a supportive work culture offered.