Investment Advisor Dubai

Prestige IFA Jobs; Dubai; On-site; USD 150,000 - 300,000; Full time

Job summary

A boutique wealth management firm based in Dubai seeks experienced financial consultants to join their growing team. Candidates should have at least three years in wealth management, proven client relationship skills, and a relevant Level 4 qualification. The position offers a competitive rewards-based package, with first-year income potential exceeding $150,000. This is a client-facing role focused on sales and relationship management.

Benefits

Competitive, rewards-based salary

Full office and administration support

Ongoing training and career opportunities

Qualifications

• Minimum three years’ experience in wealth management/financial advisory.
• Self-motivated with the ability to work independently.
• Proven track record in client acquisition.

Responsibilities

• Schedule and attend client meetings to understand needs.
• Manage client relationships and develop new business.
• Work collaboratively with internal teams.

Skills

Client Relationship Management

Sales Team Leadership

Financial Analysis

Education

Level 4 Qualification in Financial Services

Undergraduate degree in Economics, Financial Planning or Investment Analysis

Job description

My client is a boutique wealth management firm with global reach from their Head Quarters based in the United Arab Emirates, regulated by the Emirates Securities & Commodities Authority. They are proud to boast a staff of certified and experienced advisors – all of whom work to the exacting standards demanded in highly regulated financial markets.

My client need advisors in the following locations:

• Dubai , rapidly expanding office.
• The USA – Ideally series 65 exam already done and AUM of at least £10 million plus.
• UK – Qualified UK advisors that have a UK business book and are interested in targeting UK Pension transfers. My client have passporting rights through Europe too, so someone that wants to work in the UK and EU would do well.

As an experienced financial planning consultant, you will be expected to make a fully engaged contribution to the vision of the business. You will have relevant industry qualifications and experience within a wealth management or insurance intermediary practice. You will embrace a concentration on financial planning (analyzing a client’s current position and the options available to them to meet their financial goals) and client relationship development.

• Representing my client’s Financial Consultant Team
• Scheduling and attending client meetings to work closely to capture evolving short term and long-term client needs which ensures client confidence in the advisor team.
• Pursuing new client relationships.
• Lead and manage a Business Development Manager /Para-planner.
• Lending your strengths toward achieving the shared business vision in collaboration with the internal team.

Advantageous Skills:

• The Financial Consultant has an undergraduate degree in a field relevant to client counseling such as economics, financial planning or investment analysis
• Has achieved a level 4 qualification in Financial Services (Wealth management, financial planning or insurance disciplines)
• Has experience leading or working within a sales team

Job Requirements:

• Minimum three years’ experience within wealth management/financial advisory – no record of client dissatisfaction or regulatory sanctions
• Minimum of a level 4 Qualification or equivalent in financial services
• Proven track record in client relationship management and acquisition
• Self-motivated, dynamic personality with an ability to work independently

The company offers:

• The company provides an extremely competitive, rewards-based package consisting of a salary, full office and administration support, regular ongoing training and further career opportunities.
• A typical first-year income is in excess of $150,000 although many earn over $300,000
• Dedicated training from qualified and experienced professionals

A good existing book of business is highly valued and rewarded accordingly

Please note: This position would typically suit experienced UK CISI / CII level 4 qualified investment advisory candidates as most of the consumers served by my client are typical EU and UK expatriates. (3) years experience working in the life insurance or wealth management business is a requirement. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required wealth management experience.