Senior Financial Advisor - Client Growth & Planning

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

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.