Wealth Management Consultant Dubai

4 days ago


Dubai, Dubai, United Arab Emirates Prestige IFA Jobs Full time

Establish a successful career with Prestige IFA Jobs as a Wealth Management Consultant in Dubai. Our client, a boutique wealth management firm with a global presence, is seeking experienced advisors to join their team. With a strong focus on financial planning and client relationship development, this role offers a unique opportunity for individuals looking to make a meaningful impact in the industry.

The ideal candidate will have a minimum of three years' experience within wealth management or financial advisory, with no record of client dissatisfaction or regulatory sanctions. A level 4 qualification in financial services and a proven track record in client relationship management and acquisition are also essential. As a dynamic and self-motivated individual, you will be able to work independently and lead a Business Development Manager/Paraplanner to achieve the shared business vision.

Key Responsibilities:
  1. Representing the Financial Consultant Team
  2. Conducting Financial Planning Analysis
  3. Scheduling and attending client meetings to capture evolving short-term and long-term client needs
  4. Pursuing new client relationships
  5. Leading and managing a Business Development Manager/Paraplanner
Required Skills and Qualifications:
  1. Undergraduate degree in a field relevant to client counseling such as economics, financial planning, or investment analysis
  2. Level 4 qualification in Financial Services (Wealth management, financial planning, or insurance disciplines)
  3. Experience leading or working within a sales team
Benefits:
  1. An extremely competitive rewards-based package consisting of a salary, full office and administration support, regular ongoing training, and further career opportunities
  2. A typical first-year income is in excess of $150,000 although many earn over $300,000
  3. Dedicated training from qualified and experienced professionals
  4. A good existing book of business is highly valued and rewarded accordingly


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