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Financial Planner
4 weeks ago
Position: Financial Planner DIpFA
Location: Dubai UAE
Salary: 15000 AEDMonthly Commission
Our client stands as one ofthe most venerable and esteemed independent financial service firmsin the UAE. This role presents an exceptional opportunity to joinour expanding enterprise where you will be entrusted with aportfolio of over 10000 clients.
Given thedistinctive disparities between the Banking/Accounting andFinancial Advisory sectors you will initially join our burgeoningClient Services Department in the capacity of FinancialAdvisor/Consultant. Leveraging your robust analytical acumen youwill evaluate the financial performance and product suitability foreach retail client. Subsequently you will articulate your adviceand recommendations persuasively employing platforms such as ZoomMS Teams telephone or occasionally inperson meetings.
In addition to servicing existing clients you will beexpected to cultivate new clientele and generate fresh businessopportunities. Our clients reputation as one of the most venerableand esteemed independent financial service firms in the UAEunderscores the significance of this opportunity.
Responsibilities:
Conduct client portfolio reviews and providerecommendations where necessary.
Prepare clientdocumentation based on these recommendations.
Qualifications/Requirements:
Minimum Level 4 qualification.
Transferable Client Base and Assets Under Management (AUM) in theUAE.
Graduatelevel education or equivalentlife/work experience.
Proficient presentationcommunication and sales skills.
ITliteracy.
Selfstarter with a drive for goalachievement.
Remuneration:
Competitive retainer and uncapped feestructure.
Company health scheme.
Generous bonuses for high performers.
Competitiveretainer and uncapped fee structure.
Companyhealth scheme.
Generous bonuses for highperformers.
Key SkillsEstate Law,Trusts,Wealth Management,FinancialServices,Financial Concepts,Microsoft Outlook,MicrosoftPowerpoint,Securities Law,Financial Analysis,Budgeting,FinancialPlanning,Wills
Employment Type :Full Time
Vacancy: 1
Monthly Salary Salary: AED 10000 -15000
