Senior Financial Advisor

3 weeks ago


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

Position: Senior Financial Advisor

Location: Dubai UAE

Salary: 15000 AEDMonthly Commission

Our esteemed client, a leading independent financial service firm in the UAE, seeks a highly skilled Senior Financial Advisor to join their expanding enterprise. This exceptional opportunity presents a chance to leverage your robust analytical acumen and evaluate the financial performance and product suitability for each retail client.

As a Senior Financial Advisor, you will be entrusted with a portfolio of over 10000 clients and will be responsible for conducting client portfolio reviews and providing recommendations where necessary. You will also prepare client documentation based on these recommendations.

Responsibilities:

Conduct client portfolio reviews and provide recommendations where necessary.

Prepare client documentation based on these recommendations.

Qualifications/Requirements:

Minimum Level 4 qualification.

Transferable Client Base and Assets Under Management (AUM) in the UAE.

Graduatelevel education or equivalent life/work experience.

Proficient presentation communication and sales skills.

IT literacy.

Selfstarter with a drive for goal achievement.

Remuneration:

Competitive retainer and uncapped fee structure.

Company health scheme.

Key Benefits:

Generous bonuses for high performers.

Competitive retainer and uncapped fee structure.

Company health scheme.

Generous bonuses for high performers.

Work Environment:

No



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