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Financial Advisor Client Private

4 weeks ago

Dubai, United Arab Emirates ClickJobs.io Full time


Private Client Financial Advisorsare their clients' primary trusted advisor. In this role,they will meet with existing and prospective clients to understandtheir investment and lending needs. They use financial planningexperience and our discovery-based planning tools to completecomprehensive analyses of your clients' assets, income,liabilities, cash flow and tax status. Then they compare andevaluate investment options, identify investment strategies, andrecommend potential products based onsuitability.

Private Client Financial Advisorswork with a variety of business partners and referral sources touncover and identify prospective opportunities. Our Private ClientFinancial Advisors are adept at growing existing relationships,using partnership referrals, and conducting new businessdevelopment. Through strong relationships with branch colleagues -within a given territory - and individual proactive outreach, theyare poised to meet and exceed salesgoals.

Primary ResponsibilitiesInclude

  • Identify client objectives and goals;then monitor progress throughout the financiallifecycle
  • Broaden and deepen affluent clientrelationships in investment, deposit, andlending
  • Become a trusted advisor who earnsreferrals from existing clients
  • Engageprospects to promote and sell investment products andservices
  • Evaluate and analyze client financialinformation and data
  • Use planning and discoverytools to uncover perspectiveopportunities
  • Develop and present suitablesolutions to meet client goals
  • Partner withother colleagues to implement solutions

Qualifications,Education, Certifications And/or Other ProfessionalCredentials

  • Series 7 and 66 (65 and 63), LifeAccident & Health licenses
  • CFP or CRCpreferred
  • Bachelor's degree orequivalent work experience
  • 5+ years of industryrelated experience
  • Record of building internalpartnerships
  • Excellent oral and writtencommunication skills
  • Team oriented with astrong work ethic and entrepreneurialspirit
  • Experience using financial planningtools
  • Familiarity with consumer lending andbanking solutions
  • Digital literacy andexperience
  • Experience with investment productreferrals and sales
  • Knowledgeable of regulatoryrequirements to ensure a sound controlenvironment

Key Skills
Comunication skills,Finance,Sales
Employment Type : Full Time
Department / Functional Area: Finance,Treasury
Experience: 0Years - 1 Years years
Vacancy: 1
Joining Date: Tue, 11 Feb2025