Senior Financial Planning Specialist

9 hours ago


Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full time

We are representing a leading International Wealth Management firm looking for an experienced and qualified Financial Advisor to join their team in Dubai.

About the Role:

  • Provide expert financial advice to clients, helping them achieve their financial goals and secure their financial futures.
  • 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.

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.

Benefits:

  • A competitive package, as well as a supportive and collaborative work environment.
  • The opportunity to work with a reputable International Wealth Management firm in Dubai.

About Us:

Our firm is a leading provider of wealth management services in the region, with a strong reputation for delivering exceptional results to our clients. We offer a supportive and collaborative work environment, where you can grow your career and develop your skills.



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