Senior Financial Advisor

Client of Prestige IFA; Dubai; On-site; AED 180,000 - 300,000; Full time

Job summary

Client of Prestige IFA is seeking an experienced financial services professional in Dubai. The candidate will provide advice on Life Insurance, investments, and employee benefits while managing a long-term client portfolio.

Responsibilities include networking to close new business and conducting client meetings to tailor financial solutions. Strong communication, relationship-building, and business development skills are essential.

Qualifications

• A customer-centric and ethical approach.
• Strong communication and relationship-building ability.
• Proven networking and lead-generation capability.

Responsibilities

• Provide professional advice across various financial products.
• Build and manage a long-term client portfolio.
• Prospect and close new business through networking.

Skills

Customer-centric approach

Strong communication skills

Networking ability

Business development

Sales culture mindset

Job description

Overview

You will be an experienced, driven financial services professional with a long‑term mindset and strong client‑facing skills.

Responsibilities

• Provide professional advice across Life Insurance, long‑term savings and investment planning, General Insurance, Employee Benefits, and personal lines.
• Build and manage a long‑term client portfolio generating renewal and trail income.
• Prospect, develop, and close new business through networking, referrals, and lead generation.
• Conduct in‑depth client meetings to understand financial goals and deliver tailored solutions.
• Maintain accurate and compliant client records.
• Service existing clients through regular reviews and ongoing financial planning.
• Stay current with regulatory, legislative, and market developments.
• Liaise with internal teams, providers, and external professionals such as accountants and solicitors.
• For qualified candidates, recruit, mentor, and lead advisors as part of a Team Leader Sales Manager role.

Qualifications

• A customer‑centric and ethical approach.
• Strong communication and relationship‑building ability.
• Confidence working independently while contributing within a team environment.
• Proven networking, business development, and lead‑generation capability.
• Sound financial awareness and commercial judgement.
• Excellent organisation, planning, and time‑management skills.
• Results‑driven mindset with a strong sales culture.
• An existing client bank is advantageous but not essential.