Wealth Management Advisor

6 days ago


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

We are seeking a highly skilled and experienced Wealth Management Advisor to join our team in Dubai. As a key member of our advisory team, you will be responsible for providing personalized advice to clients, analyzing complex financial data, and building strong relationships with clients.

Our client is a leading firm in the Financial Planning industry, with a reputation for delivering exceptional results and exceeding client expectations. They pride themselves on their commitment to excellence, innovation, and client satisfaction.

About the Role:

  1. You will work closely with clients to understand their financial goals and develop tailored solutions to meet their needs.
  2. You will analyze complex financial data to identify opportunities and develop strategies to maximize client returns.
  3. You will stay up-to-date with industry developments, regulatory changes, and market trends to provide expert guidance to clients.

Requirements:

  1. You will have a minimum of 5 years' experience as an IFA, with a proven track record of delivering high-quality service to clients.
  2. Hold a minimum of level 4 qualification in a relevant field, with aspirations to achieve further certifications within 12 months.
  3. Excellent communication and organizational skills, with the ability to work effectively in a fast-paced environment.

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