Investment Advisor Dubai
6 days ago
My client need advisors in thefollowing locations:
* Dubai rapidly expandingoffice.
* Abu Dhabi
* The USA Ideally series 65exam already done and AUM of at least 10 million plus.
*UK Qualified UK advisors that have a UK business book and areinterested in targeting UK Pension transfers. My client havepassporting rights through Europe too so someone that wants to workin the UK and EU would do well.
As anexperienced financial planning consultant you will be expected tomake a fully engaged contribution to the vision of the business.You will have relevant industry qualifications and experiencewithin a wealth management or insurance intermediary practice. Youwill embrace a concentration on financial planning (analyzing aclients current position and the options available to them to meettheir financial goals) and client relationshipdevelopment.
Roles &Responsibilities:
* Representing my clientsFinancial Consultant Team
* Financial PlanningAnalysis
* Scheduling and attending client meetings towork closely to capture evolving short term and longterm clientneeds which ensures client confidence in the advisorteam.
* Pursuing new client relationships.
* Leadand manage a Business Development Manager /Paraplanner.
*Lending your strengths toward achieving the shared business visionin collaboration with the internalteam.
Advantageous Skills:
*The Financial Consultant has an undergraduate degree in a fieldrelevant to client counseling such as economics financial planningor investment analysis
* Has achieved a level 4qualification in Financial Services (Wealth management financialplanning or insurance disciplines)
* Has experienceleading or working within a sales team
JobRequirements:
* Minimum three years experiencewithin wealth management/financial advisory no record of clientdissatisfaction or regulatory sanctions
* Minimum of alevel 4 Qualification or equivalent in financialservices
* Proven track record in client relationshipmanagement and acquisition
* Selfmotivated dynamicpersonality with an ability to workindependently
The companyoffers:
* The company provides an extremelycompetitive rewardsbased package consisting of a salary full officeand administration support regular ongoing training and furthercareer opportunities.
* A typical firstyear income is inexcess of $150000 although many earn over $300000
*Dedicated training from qualified and experiencedprofessionals
A good existing book of businessis highly valued and rewarded accordingly
Pleasenote: This position would typically suit experienced UK CISI / CIIlevel 4 qualified investment advisory candidates as most of theconsumers served by my client are typical EU and UK expatriates. 3years experience working in the life insurance or wealth managementbusiness is a requirement. This position is NOT for someone fromthe accounting / auditing or financial management profession. Thisis a client facing sales and targets driven profession. Please onlyapply if you have the required wealth managementexperience.
Key Skills
Close Protection,Commercial,FIDIC,IndoorSales,E-Commerce
Experience: years
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