Senior Financial Consultant

3 weeks ago


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

Senior Financial Consultant

Dubai

Competitive Package SelfEmployed

Job Advertisement: Senior Financial Consultant for Leading Wealth Management Firm inDubai

We are representing a leadingInternational Wealth Management firm looking for an experienced andqualified Senior Financial Consultant to join their team inDubai. As a Senior Financial Consultant you will be responsiblefor providing expert financial advice to our clients helping themto achieve their financial goals and secure their financialfutures.

Requirements:
A minimum of 5years of experience as a Financial Advisor in the wealth managementindustry
Industry leading qualifications such as CFP CFAor other relevant certifications

Transferableclient base and AUM
Excellent communication andinterpersonal skills
Strong analytical and problemsolvingabilities
Ability to work independently and as part of ateam

Responsibilities:
Build andmaintain relationships with clients providing them with expertfinancial advice and guidance
Conduct thorough financialassessments of clients current financial situations and futuregoals
Develop and implement personalized financial plansfor clients including investment retirement and tax planningstrategies
Monitor clients financial progress and adjustplans as necessary
Keep uptodate with industry trends andregulations to ensure compliance and provide the best possibleservice to clients

Offering a competitivepackage as well as a supportive and collaborative work environment.If you meet the above requirements and are passionate about helpingclients achieve their financial goals we encourage you to considerthis opportunity.

Offering acompetitive package as well as a supportive and collaborative workenvironment. If you meet the above requirements and are passionateabout helping clients achieve their financial goals we encourageyou to consider this exciting opportunity.

Remote Work :

No



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