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Strategic Financial Consultant
2 months ago
Independent Resourcing Consultancy Ltd is seeking a seasoned Financial Planner to join our esteemed team in the UAE. As a key member of our Client Services Department, you will be entrusted with a portfolio of over 10,000 clients, leveraging your analytical acumen to evaluate financial performance and product suitability.
Responsibilities:
Conduct thorough client portfolio reviews, providing expert recommendations where necessary.
Prepare comprehensive client documentation based on these recommendations.
Qualifications/Requirements:
Minimum Level 4 qualification.
Transferable client base and assets under management in the UAE.
Graduate-level education or equivalent life/work experience.
Excellent presentation, communication, and sales skills.
IT literacy.
Self-starter with a drive for goal achievement.
Remuneration:
Competitive retainer and uncapped fee structure.
Company health scheme.
Generous bonuses for high performers.