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Senior Financial Consultant

2 months ago

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

We are a boutique wealth management firm with a global reach, headquartered in the United Arab Emirates and regulated by the Emirates Securities & Commodities Authority. Our team of certified and experienced advisors work to the exacting standards demanded in highly regulated financial markets.

Job Overview

We are seeking a highly skilled and experienced Senior Financial Consultant to join our team. As a Senior Financial Consultant, you will be responsible for representing our Financial Consultant Team, conducting financial planning analysis, and scheduling and attending client meetings to capture evolving short-term and long-term client needs.

Key Responsibilities
  • Representing our Financial Consultant Team
  • Financial Planning Analysis
  • Scheduling and attending client meetings to work closely with clients to capture evolving short-term and long-term client needs
  • Pursuing new client relationships
  • Leading and managing a Business Development Manager/Paraplanner
  • Lending your strengths toward achieving the shared business vision in collaboration with the internal team
Requirements
  • Minimum three years of experience within wealth management/financial advisory with no record of client dissatisfaction or regulatory sanctions
  • Minimum of a level 4 Qualification or equivalent in financial services
  • Proven track record in client relationship management and acquisition
  • Self-motivated dynamic personality with an ability to work independently
What We Offer
  • An extremely competitive rewards-based package consisting of a salary, full office and administration support, regular ongoing training, and further career opportunities
  • A typical first-year income is in excess of $150,000 although many earn over $300,000
  • Dedicated training from qualified and experienced professionals

A good existing book of business is highly valued and rewarded accordingly.

Please note: This position would typically suit experienced UK CISI/CII level 4 qualified investment advisory candidates as most of the consumers served by our company are typical EU and UK expatriates. (3) years of experience working in the life insurance or wealth management business is a requirement. This position is NOT for someone from the accounting/auditing or financial management profession. This is a client-facing sales and targets-driven profession. Please only apply if you have the required wealth management experience.