International Financial Advisor

5 months ago


Dubai, United Arab Emirates Cross Border Wealth Full time

Cross Border Wealth (CBW) is looking for an experienced Investment Advisor to work in our Dubai office.

This person will be responsible for establishing new client relationships and managing existing clients with US-based private pensions.

CBW will provide US pension training, an expansive database with qualified leads, and full administrative support.

**Responsibilities**:

- Analyze and review the client's current financial position.
- Provide appropriate and compliant cross-border solutions.
- Work with the administrative team to onboard new clients as well as ongoing client servicing.
- Build strong relationships to retain existing clients and develop referral business.
- Maintain updated knowledge of relevant regulations.

**Skills**:

- Minimum of 10 years of sales and client-facing experience in financial services.
- International experience preferred.
- The Series 65 license - Uniform Investment Adviser Law Examination - preferred.
- CFP or CHFC preferred.
- Phone sales experience.
- Proficient in CRM software (HubSpot).
- Self-starter.
- Strong code of ethics.
- Excellent communication skills.
- High attention to detail.

This is a sales role. Remuneration consists of salary, sales bonuses, and revenue participation. Total remuneration first year should be 225k AED, **with the expectation of significant pay increases annually. **Additional revenue potential for advisors with a transferable book of business.
'
Work Remotely
- No

Pay: From AED225,000.00 per year


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