Financial Advisor Client Private

6 days ago


Dubai, Dubai, United Arab Emirates ClickJobs 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: years
Vacancy: 1

  • Dubai, Dubai, United Arab Emirates ClickJobs 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...


  • Dubai, Dubai, United Arab Emirates Private Individual Full time

    We are seeking a personal financial coordinator for a British high net worth individual to join our finance team. In this role, you will be responsible for managing the client's finances, including budgeting, forecasting, and financial reporting.You will work closely with the client's financial advisors and other stakeholders to ensure that all financial...


  • Dubai, Dubai, United Arab Emirates Private Individual Full time

    Ferrero, a leading international chocolate and confectionery company, is committed to building a diverse and inclusive culture. As a financial liaison officer for private clients, you will be responsible for communicating complex financial information to clients in a clear and concise manner.In this role, you will work closely with clients to understand...


  • Dubai, Dubai, United Arab Emirates Prime Estates Full time

    Your RoleWe are seeking a skilled Private Client Advisor/Real Estate Sales Agent to join our team. As a key member, you will be responsible for guiding clients through their property investment journey, from recognizing their needs to finalizing the sale and ensuring their investments are sound and profitable.


  • Dubai, Dubai, United Arab Emirates Private Individual Full time

    Ferrero, a family-owned company with a progressive and global outlook, is seeking a talented individual to join its finance team as a private financial assistant to a British high net worth individual. This role offers an exciting opportunity to work in a dynamic environment and contribute to the growth of the company.The ideal candidate will possess strong...


  • Dubai, Dubai, United Arab Emirates Ateca Consulting Full time

    The successful candidate will have extensive experience in private banking, with a proven track record of managing and growing HNW/UHNW client portfolios.Key Responsibilities:Manage and grow client portfolios to meet or exceed performance targets.Develop and implement customized investment strategies to meet client needs.Build and maintain strong...


  • Dubai, Dubai, United Arab Emirates ECOSS & Co Full time

    THIS IS A COMMISSION BASED ROLE. Please be sure only to apply if you are comfortable with it. ECOSS & Co client is looking for a Private Client Advisor to cater to high-net-worth individuals in Dubai. The ideal candidate will offer tailored real estate consulting services, handle exclusive property investments, sales, and rentals, and maintain long-term...

  • Financial Advisor

    2 weeks ago


    Dubai, Dubai, United Arab Emirates deVere Group Full time

    Get AI-powered advice on this job and more exclusive features. Recruitment Consultant at deVere for the UK, Europe, Africa & Latin America Wealth Management Advisors wanted. As the world's leading, independent digital private investment bank and asset management organisations, deVere Group prides itself on providing high-class, professional advice to...


  • Dubai, Dubai, United Arab Emirates Client of Prestige IFA Full time

    Job Overview:  Our client, a renowned leader in the financial industry, seeks an accomplished Wealth Management Advisor to join their team in Dubai. With a proven track record of excellence and a forward-thinking business model, they offer unparalleled opportunities for growth and development.  As a key member of their team, you will have the chance to...


  • Dubai, Dubai, United Arab Emirates Hydrogen Group Full time

    About the Role:We are seeking a highly skilled Private Wealth Advisor to join our team in Dubai. The ideal candidate will have a strong background in UK tax and trust planning, with experience in advising ultra high-net-worth individuals and families on cross-border matters.About You:A minimum of 3-5 years post qualification experience (PQE) as a qualified...


  • Dubai, Dubai, United Arab Emirates Prestige IFA Jobs Full time

    Our client is on the lookout for good Wealth Management Advisors in Dubai.As the foremost independent digital private investment bank and asset management organization globally, our client takes pride in offering top-tier, professional guidance to expatriate clients and investors worldwide.With over 100,000 clients worldwide and more than $12 billion under...


  • Dubai, Dubai, United Arab Emirates Client of Prestige IFA Full time

    Bachelor of Commerce (Commerce), Bachelor of Business Administration (Management) Nationality: Any Nationality Vacancy: 1 Vacancy Job Description: Our client is on the lookout for good Wealth Management Advisors in Dubai. Their track record speaks volumes, with numerous accolades from industry peers, and a business model that not only ascends vertically...


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

    Independent Financial AdvisorDubai Competitive Package SelfEmployed Job Advertisement: IndependentFinancial Advisor for Leading Wealth Management Firm inDubaiWe are representing a leadingInternational Wealth Management firm looking for an experienced andqualified Independent Financial Advisor to join their team inDubai. As an Independent Financial Advisor...


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

    Independent Financial AdvisorDubai Competitive Package SelfEmployed Job Advertisement: IndependentFinancial Advisor for Leading Wealth Management Firm inDubaiWe are representing a leadingInternational Wealth Management firm looking for an experienced andqualified Independent Financial Advisor to join their team inDubai. As an Independent Financial Advisor...


  • Dubai, Dubai, United Arab Emirates Stratatalent Full time

    Our client, a leading private bank in the Middle East, is seeking an experienced relationship manager to oversee their GCC private clients. The ideal candidate will have extensive experience within wealth management and private banking, with a strong track record of business development, client acquisition, and retention.Key Responsibilities:Managing and/or...


  • Dubai, Dubai, United Arab Emirates iExpats Full time

    Looking for an exciting new opportunity as a Financial Advisor in Dubai? Our client, a global wealth management firm based in the United Arab Emirates, is seeking experienced consultants to provide unbiased financial advice to their clients and help them achieve their financial goals. As a Financial Advisor, you will prospect for potential clients,...


  • Dubai, Dubai, United Arab Emirates Private Individual Full time

    At Ferrero, we value diversity and inclusion, and we strive to create a workplace culture that reflects these values. As a private financial coordinator for a wealthy client, you will play a critical role in ensuring the smooth execution of financial transactions and maintaining accurate financial records.In this role, you will be responsible for managing...


  • Dubai, Dubai, United Arab Emirates Investment Migration Insider Hong Kong Full time

    An ambassador for Henley & Partners, the Client Advisor role contributes to the Henley & Partners Group by establishing new direct client and business-to-business relationships and by strengthening and leveraging existing ones. Fully proficient in the entire portfolio of residence and citizenship programs offered by Henley & Partners, as well as conversant...


  • Dubai, Dubai, United Arab Emirates Client of Prestige IFA Full time

    About the Job:We are seeking a highly skilled and motivated International Investment Advisor to join our team in Dubai. As an advisor, you will be responsible for offering financial planning support to clients and assisting investment professionals in nurturing client relationships.Your key responsibilities will include creating comprehensive financial...


  • Dubai, Dubai, United Arab Emirates ACME Group Full time

    We are looking for a Financial Solutions Advisor to join our ACME Group team. The successful candidate will be responsible for providing tailored financial solutions to clients and contributing to business growth.ResponsibilitiesThe key responsibilities of this role include:Understanding client needs and developing customized financial solutions that align...