Independent Financial Planner / Wealth Manager / Insurance Advisor

Nexus Insurance Brokers LLC; Dubai; On-site; AED 60,000 - 120,000; Full time

Job summary

An established industry player in the financial advisory sector is seeking a dynamic Personal Financial Planner. This role involves assisting clients in managing their wealth through comprehensive financial planning services, including estate, succession, and retirement planning. You will engage with a diverse clientele, from affluent individuals to high-net-worth families, providing tailored financial strategies to help them achieve their financial goals. Join a leading firm that values continuous personal development and offers competitive commissions, making a significant impact in the financial landscape of the GCC region.

Benefits

Top market commissions

Financial Support

Visa

Medical insurance

Life insurance

Continuous personal development

Attractive sales incentives

Qualifications

• Sales professional with expertise in personal financial planning.
• Strong understanding of wealth management and insurance planning.

Responsibilities

• Help clients manage their finances by understanding needs and goals.
• Develop personalized financial plans tailored to client objectives.

Skills

Personal Financial Planning

Sales Skills

Insurance Planning

Wealth Management

Education

Relevant Financial Certifications

Job description

Top of the market commissions, Financial Support, Visa, medical and life insurance, Continuous personal development and attractive sales incentives.

Vacancy

Job Description

The job involves helping prospective clients to manage their money by understanding their needs, financial goals and long term objectives. We extend our services to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. This incorporates structuring and planning to help them grow their wealth, preserving and protecting wealth. The job brings together estate planning, succession planning, insurance planning, tax planning, children education planning and retirement planning. This will be followed by developing personalized financial plans tailor made as per the client's needs, goals and objectives. Specializing in both personal financial planning and general insurance.

Desired Candidate Profile

A sales professional who is a Personal Financial Planner.

NEXUS Group – Nexus Insurance Brokers / Nexus Financial Services are the largest financial advisors in the GCC region and one of the largest in Singapore. Nexus operations are located in Dubai, Abu Dhabi, Qatar, Lebanon, the Kingdom of Bahrain, Kuwait and Singapore to underpin a professional and quality level of service to our clients. It caters to all major International client segments for Financial Planning and Insurance needs for both personal and business requirements.

Mr. R M Kumar - Sales Director

Downtown, Dubai, United Arab Emirates (UAE)