Experienced Financial Strategist

1 day ago


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

Independent Resourcing Consultancy Ltd seeks an experienced Financial Advisor in Dubai.

We are looking for a skilled professional to join our team as an Independent Financial Advisor. As an expert in financial advice, you will be responsible for helping clients achieve their financial goals and secure their financial futures.

Requirements:

  • A minimum of 5 years of experience as a Financial Advisor in the wealth management industry
  • Industry leading qualifications such as CFP, CFA, or other relevant certifications
  • Transferable client base and AUM
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving abilities
  • Ability to work independently and as part of a team

Responsibilities:

  • Build and maintain relationships with clients, providing them with expert financial advice and guidance
  • Conduct thorough financial assessments of clients' current financial situations and future goals
  • Develop and implement personalized financial plans for clients, including investment, retirement, and tax planning strategies
  • Monitor clients' financial progress and adjust plans as necessary
  • Keep up-to-date with industry trends and regulations to ensure compliance and provide the best possible service to clients

The estimated salary for this position is approximately Ʌ,000 per annum, offering a competitive package, as well as a supportive and collaborative work environment.



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