Financial Advisers

Overview

My client is one of Dubai’s leading, regulated Wealth Management firms. Due to expansion within their financial consultancy team, they are now looking for additional good quality, UK qualified financial planning consultants for their established offices in Dubai.

• Representing my client’s Financial Consultant Team
• Financial Planning Analysis
• 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.

• 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

• 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

Please note: Applicants should have at least three (3) years’ client-facing experience in wealth management or life insurance advisory, with recognised investment qualifications (e.g. CISI, CII or equivalent). This is a performance-driven, client-facing role focused on relationship development and growth.