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Financial Strategist

1 week ago

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

Our client, an esteemed independent financial service firm in the UAE, presents a unique opportunity for a Financial Planner to join their expanding enterprise.

In this role, you will be entrusted with a portfolio of over 10,000 clients and will be responsible for evaluating their financial performance and product suitability.

You will leverage your analytical acumen to provide recommendations and articulate them persuasively through various platforms, including Zoom, MS Teams, telephone, or occasional in-person meetings.

Responsibilities include conducting client portfolio reviews and providing recommendations where necessary, as well as preparing client documentation based on these recommendations.

  1. Conduct thorough assessments of client portfolios to identify areas for improvement.
  2. Develop and implement effective strategies to optimize client financial performance.

Qualifications/Requirements:

  1. Minimum Level 4 qualification in finance or a related field.
  2. Experience managing transferable client bases and assets under management in the UAE.
  3. Graduate-level education or equivalent life/work experience in finance or a related field.
  4. Excellent presentation, communication, and sales skills.
  5. Proficiency in IT systems and tools.
  6. A self-motivated individual with a drive for goal achievement.

Benefits:

A competitive retainer and uncapped fee structure.

An comprehensive company health scheme.

Generous bonuses for high performers.