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Independent Financial Advisor Dubai

3 months ago

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

Independent Financial Advisor

Ref: 1396

Dubai

Competitive Package Self Employed

Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Dubai

We are representing a leading International Wealth Management firm looking for an experienced and qualified Independent Financial Advisor to join their team in Dubai. As an Independent Financial Advisor you will be responsible for providing expert financial advice to our clients helping them to achieve their financial goals and secure their financial futures.

Requirements:
A minimum of 5 years of experience as a Financial Advisor in the wealth management industry
Industry leading qualifications such as CFP CFA or other relevant certifications

Transferable client base and AUM
Excellent communication and interpersonal skills
Strong analytical and problemsolving abilities
Ability to work independently and as part of a team

Responsibilities:
Build and maintain relationships with clients providing them with expert financial advice and guidance
Conduct thorough financial assessments of clients current financial situations and future goals
Develop and implement personalized financial plans for clients including investment retirement and tax planning strategies
Monitor clients financial progress and adjust plans as necessary
Keep uptodate with industry trends and regulations to ensure compliance and provide the best possible service to clients

Offering a competitive package as well as a supportive and collaborative work environment. If you meet the above requirements and are passionate about helping clients achieve their financial goals we encourage you to apply for this exciting opportunity.

Self Employed Package

Remote Work :

No


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