Senior Wealth Management Advisor
2 days ago
At Independent Resourcing Consultancy Ltd, we are seeking a seasoned Senior Wealth Management Advisor to join our expanding enterprise in the UAE.
We offer an exceptional opportunity for a results-driven professional to leverage their analytical acumen and persuasive communication skills to evaluate and advise on financial performance and product suitability for retail clients.
This role is part of our Client Services Department, where you will be entrusted with a portfolio of over 10,000 clients. You will provide personalized recommendations, articulate your advice persuasively through various platforms, and cultivate new clientele while generating fresh business opportunities.
Key Responsibilities:
• Conduct comprehensive client portfolio reviews and provide tailored recommendations.
• Prepare and present client documentation based on these recommendations.
Requirements:
• Minimum Level 4 qualification.
• Transferable client base and assets under management (AUM) in the UAE.
• Graduate-level education or equivalent life/work experience.
• Strong presentation, communication, and sales skills.
• IT literacy and self-motivation.
Benefits:
• Competitive retainer and uncapped fee structure.
• Company health scheme.
• Generous bonuses for high performers.
Compensation Package:
Estimated salary AED 180,000 - AED 250,000 per annum, commensurate with experience and qualifications, plus benefits and bonuses.
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