Strategic Financial Consultant
3 weeks ago
As a key member of our team at Independent Resourcing Consultancy Ltd, you will be responsible for providing expert financial guidance to our clients.
We are seeking a highly skilled Financial Planner to join our expanding enterprise, where you will be entrusted with a portfolio of over 10,000 clients.
Given the unique characteristics of the Banking/Accounting and Financial Advisory sectors, you will initially join our Client Services Department in the capacity of Financial Advisor/Consultant.
Utilizing your analytical acumen, you will evaluate the financial performance and product suitability for each retail client, articulating your advice and recommendations persuasively through various communication channels.
In addition to servicing existing clients, you will be expected to cultivate new clientele and generate fresh business opportunities.
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.
Graduate-level education or equivalent life/work experience.
Proficient presentation, communication, and sales skills.
IT literacy.
Self-starter with a drive for goal achievement.
Remuneration:
Competitive retainer and uncapped fee structure.
Company health scheme.
Generous bonuses for high performers.
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