Senior Financial Strategist

6 days ago


Abu Dhabi, Abu Dhabi, United Arab Emirates Independent Resourcing Consultancy Ltd Full time

Company Overview

Independent Resourcing Consultancy Ltd is a leading Wealth Management firm in Abu Dhabi and Dubai UAE.

We are committed to providing expert financial advice to our clients, helping them achieve their financial goals and secure their financial futures.

Job Summary

We are seeking an experienced and qualified Independent Financial Advisor to join our team. As an Independent Financial Advisor, you will be responsible for building and maintaining relationships with clients, providing them with expert financial advice and guidance.

Responsibilities

  • 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 over 5 million.
  • Excellent communication and interpersonal skills.
  • Strong analytical and problem-solving abilities.
  • Ability to work independently and as part of a team.


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