International Financial Advisor
5 months ago
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
-
Mortgage Advisor
3 weeks ago
Dubai, United Arab Emirates Titan Financial Brokers Full time**Company Description** Titan Financial Brokers is a consultancy and sales agency specializing in retail banking product third-party sales, business banking solutions, and mortgage consultancy. We are based in Dubai, United Arab Emirates and operate in the UAE market as well as the UK market. We have strong partnerships with banks and institutions to offer...
-
Mortgage Advisor
2 months ago
Dubai, United Arab Emirates MATH Financial Group Full timeWe’re Hiring! Mortgage Advisor, Are you a passionate and skilled professional from the Philippines looking for an exciting opportunity to join our team? MATH Financial Group is growing, and we have exciting opportunities for two key roles in our Dubai office!. Mortgage Advisor, Are you an expert in mortgage loan sales with a strong background in the UAE...
-
Financial Advisor
5 months ago
Dubai, United Arab Emirates Sky View Marketing Management Full timePersonal financial advisors **assess the financial needs of individuals and help them with decisions on investments (such as stocks,commodities,forex&indices)** Advisors help clients plan for short - and long-term goals, such as budgeting for education expenses and saving for retirement through investments. Pay: AED1,500.00 - AED3,000.00 per month
-
Mortgage Advisor
3 months ago
Dubai, United Arab Emirates Math financial group Full timeKey Responsibilities: Client Consultation: Meet with clients to assess their financial situation and provide personalized mortgage advice. Product Recommendations: Analyze financial data to suggest suitable mortgage products. Market Knowledge: Stay informed about mortgage trends and interest rates to offer current advice. Loan Processing: Work with...
-
Legal Advisor
5 months ago
Dubai, United Arab Emirates Isaac Financial Broker Co. L.L.C. Full timeJob Title: Legal Advisor Company Name: Isaac Financial Brokerage Co LLC Location: Office no 811, Prism Tower, Business Bay, Exit No 1, Dubai Contact Info: +971 50 690 2699 **About Us** Isaac Financial Brokerage Co LLC is a leading financial services firm based in the heart of Dubai's vibrant Business Bay. With a focus on providing comprehensive financial...
-
Financial Advisor
6 months ago
Dubai, United Arab Emirates deVere Spain Full timeWe are recruiting experienced Financial Advisors who are looking to join a forward-thinking, industry-leading Wealth Management Consultancy with licenses to operate across the global regions. The deVere Group of Companies are the world’s premier wealth tech and advice organization. deVere Group, via its well-regulated subsidiaries, is able to access...
-
Independent Financial Advisor Dubai
5 months ago
Dubai, United Arab Emirates Prestige IFA Jobs Full time**Our client 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...
-
Mortgage Advisor
2 months ago
Dubai, United Arab Emirates MATH Financial Group Full timeAre you passionate about helping people achieve their dream of homeownership? Join our dynamic team at MATH Financial Group as a **Mortgage Advisor (Telesales)**! **Key Responsibilities**: - Conduct outbound calls to prospective clients, providing expert advice on mortgage products. - Assess client needs and recommend suitable mortgage solutions. -...
-
Senior Financial Advisor
2 weeks ago
Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full timeWe are seeking a highly skilled Senior Financial Advisor to join our esteemed team at Wimbledon Wealth.About Us:We pride ourselves on delivering exceptional wealth management services and providing innovative solutions that meet the unique needs of our clients.Role Overview:As a Senior Financial Advisor, you will play a pivotal role in advising clients on...
-
Financial Advisor
5 months ago
Dubai, United Arab Emirates Apt Resources Full time**FINANCIAL ADVISOR**: **Job ID **:1479 **Location **:Dubai - United Arab Emirates **Industry **:Banking / Financial Services / Broking **Functional Area **:Banking / Financial Services AED 4,000.00 - 6,000.00 **Other Benefits **:As Per UAE Labor Law**GCC Driving License **:No **Description: - Financial advisers provide clients with advice on financial...
-
Private Banker for Asia Coverage, Dubai Based
5 months ago
Dubai, United Arab Emirates Unicorn Advisor (HK) Limited Full timeJ- Posted by - Jacky Wang- Managing Director- Identify, originate, develop and maintain private banking client relationships. - Market a full range of private banking products and services in a diversified manner to clients. - Maintain good level of knowledge of the bank's system, internal compliance and risk management requirements, and also regulatory...
-
Financial Advisor
6 months ago
Dubai, United Arab Emirates Al Nexzit Consults Full time**Key Responsibilities**: 1. Conduct thorough financial assessments to understand clients’ financial goals, risk tolerance, and investment preferences. 2. Develop customized financial plans tailored to clients’ individual needs and objectives. 3. Educate clients on various investment options, including stocks, bonds, mutual funds, and retirement...
-
Independent Financial Advisor
2 months ago
Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full timeIndependent 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...
-
Legal Advisor
1 month ago
Dubai, United Arab Emirates Bespoke Smart financial services Full timeThe Legal Advisor is responsible for providing legal counsel and guidance on various legal issues to the organization. They need to ensure compliance with applicable laws and regulations while mitigating legal risks. They must also draft and review legal documents, contracts, and agreements. The Legal Advisor should keep abreast of legal developments and...
-
Financial Advisor
3 weeks ago
Dubai, United Arab Emirates INVESTO INVESTMENT LLC Full time1-Serves as an advisor to provide an advice-based approach to financial solutions 2 Based on individualized needs analysis, recommendations for customized financial solutions to current and potential customers are prepared. 3-Profiles customers and deliver recommendations to ensure these needs are met. 4-Uses sales tools and modules to conduct the...
-
Senior Financial Advisor
4 weeks ago
Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full timeAbout the Role:We are seeking an experienced Senior Financial Advisor to join our team at Independent Resourcing Consultancy Ltd. As a key member of our wealth management team, you will be responsible for providing expert financial planning and advisory services to our clients.Key Responsibilities:Assess and advise clients on medium to long-term financial...
-
Internal Audit Advisor
6 months ago
Dubai, United Arab Emirates Intelligent Solutions HR Consultancy Full time**Job Information**: Industry - InsuranceCity - DubaiProvince - DubaiCountry - United Arab EmiratesPostal Code - 337-1500We have an exciting opportunity for a qualified Financial professional to join our client, a large Multinational Insurer as an Internal Audit Advisor. You will be part of the Group's rapidly evolving Healthcare strategy and serve as a...
-
Strategic Financial Advisor
1 week ago
Dubai, Dubai, United Arab Emirates Ateca Consulting Full timeRole OverviewWe are seeking a highly experienced Strategic Financial Advisor to join our team at Ateca Consulting.Salary and BenefitsThe successful candidate can expect a salary in excess of $120,000 per annum, commensurate with experience. In addition to a competitive remuneration package, we offer a range of benefits to support your career growth and...
-
Chief Representative
6 months ago
Dubai, United Arab Emirates Unicorn Advisor (HK) Limited Full timeOur client **Requirements**: Strong relationships with the Middle Eastern government bodies and regulators / local authorities and business development skills. Able to work closely with the company’s major business lines (IBD, Capital Markets, Global Markets, Asset Management including direct investment) in HK and China. Fluent in English and Arabic....
-
Internal Audit Advisor
6 months ago
Dubai, United Arab Emirates The Cigna Group Full time**Role Summary**: The Cigna Group is looking for talented people with prior audit experience who are interested in being a part of The Cigna Group's rapidly evolving healthcare strategy. This position as Internal Audit Advisor provides exposure to key stakeholders, who are an integral part of our International Health Middle-East and Africa (MEA) market, and...