Financial Advisor Dubai

RESPONSIBILITIES:

• 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.

REQUIREMENTS

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

COMPANY OFFERS

• Market leading back office support
• Highest commission levels available through any IFA business
• Ability to sell your book upon leaving
• Ability to take your clients with you if you leave to another IFA
• Examination support
• Career guidance and support
• Lead generation provided (if needed)
• Coordinators provided (if needed)

Additional Information

If you’ve perhaps had enough of the old school Brittex style commission treadmill that some companies are still on, then let us know is something like this might be what you’ve been waiting for.

Please note: This position would typically suit experienced UK investment advisory candidates as most of the consumers served by my client are typical EU and UK expatriates. A minimum of three (3) years experience working in the 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.