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Financial Services Consultant
2 weeks ago
We are a forward-thinking independent resourcing consultancy, dedicated to delivering exceptional results through innovative solutions. Our comprehensive 360-degree service offering provides unparalleled access to a wide range of financial products and services.
Our Mission:
To provide personalized financial solutions that cater to the unique needs of each client, ensuring their financial wellbeing and growth.
Job Description:
We are seeking an experienced Alternative Investment Advisor to join our team. The successful candidate will have expertise in providing expert financial advice and personalized investment strategies to clients using digital tools and interactive platforms.
Key Responsibilities:
- Client Engagement: Build and maintain strong relationships with clients, understanding their financial goals, risk tolerance, and investment preferences.
- Financial Planning: Develop comprehensive financial plans tailored to each client's needs, including retirement planning, tax optimization, estate planning, and more.
- Investment Strategy: Create and implement personalized investment strategies utilizing a wide range of financial products and services offered by the company.
- Market Analysis: Stay updated with global financial markets, economic trends, and investment opportunities to provide informed advice.
- Digital Interaction: Utilize interactive platforms and digital tools to communicate with clients, conduct virtual meetings, and provide real-time investment updates.
- Compliance: Ensure all advisory activities comply with regulatory standards and company policies.
- Client Education: Educate clients on various financial products, market trends, and investment strategies to empower them to make informed decisions.
Requirements:
- Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field. A Master's degree or professional certifications (e.g. CFA, CFP) is a plus.
- Experience: Minimum of 3-5 years of experience in investment advisory or wealth management, preferably within the UAE market.
- Skills:
- Strong analytical and quantitative skills.
- Excellent communication and interpersonal skills.
- Proficiency in using digital tools and interactive platforms.
- Ability to work independently and as part of a team.
Why Choose Us:
- Competitive package with attractive commission structure.
- Comprehensive health and wellness benefits.
- Opportunities for professional growth and development.
- A collaborative and innovative work environment.
- Access to cutting-edge digital tools and platforms.
Application Process:
Interested candidates are invited to apply with their resume and a cover letter detailing their qualifications and experience.