Financial Planner for High Net Worth Individuals
11 hours ago
We are seeking an experienced Financial Advisor to join our team in Dubai.
This is a unique opportunity to provide expert financial advice to high net worth individuals and help them achieve their financial goals.
The successful candidate will have a minimum of 5 years of experience as a Financial Advisor in the wealth management industry, holding industry leading qualifications such as CFP, CFA or other relevant certifications.
They will be responsible for building and maintaining relationships with clients, providing expert financial guidance and developing personalized financial plans that meet their individual needs.
The ideal candidate will have excellent communication and interpersonal skills, strong analytical and problem-solving abilities, and the ability to work independently and as part of a team.
The salary for this role is approximately AED 180,000 - 220,000 per annum, depending on experience. In addition to a competitive package, we offer a supportive and collaborative work environment.
In this role, you will:
- Conduct thorough financial assessments of clients' current financial situations and future goals
- Develop and implement personalized financial plans, 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
Our company provides a supportive and collaborative work environment, where you can grow your career and make a real difference in people's lives.
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