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Independent Financial Advisor Dubai

3 months ago

Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full time

Job Opportunity: Independent Financial Advisor

  • Location: Dubai
  • Reference: 1396
  • Package: Competitive, Self Employed

We are looking for an experienced Independent Financial Advisor to join a leading Wealth Management Firm in Dubai. Your role will involve providing expert financial advice to clients, guiding them towards their financial aspirations and ensuring their financial security.

Requirements:

  • Minimum 5 years of experience in Wealth Management
  • Holding industry-recognized qualifications like CFP, CFA, or similar
  • Transferable client base and AUM
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving abilities
  • Ability to work both independently and collaboratively

Responsibilities:

  • Build and maintain client relationships, offering sound financial advice
  • Conduct comprehensive financial assessments and understand clients' goals
  • Create personalized financial plans encompassing investment, retirement, and tax strategies
  • Regularly review clients' financial status and adjust plans when needed
  • Stay updated with industry trends and regulations to ensure top-notch service and compliance

If you are passionate about helping clients achieve financial success, this opportunity offers a competitive package and a supportive work environment. Apply now for this exciting position.

Remote Work: No