Independent Financial Advisor

4 days ago


Abu Dhabi, Abu Dhabi, United Arab Emirates Click and Connect Online Limited Full time

Job Advertisement: Independent FinancialAdvisor for Leading Wealth Management Firm in Abu Dhabi or DubaiUAE

We are representing an International leadingWealth Management firm in Abu Dhabi and Dubai UAE looking for anexperienced and qualified Independent Financial Advisor to jointheir team.

As an Independent Financial Advisoryou will be responsible for providing expert financial advice toclients helping them to achieve their financial goals and securetheir financialfutures.
Requirements:

  • A minimum of 5 years of experience as aFinancial Advisor in the wealth managementindustry.
  • Industry leading qualifications suchas CFP CFA or other relevantcertifications
  • Transferable client base and AUMover 5 million AUM
  • Excellent communication andinterpersonal skills
  • Strong analytical andproblemsolving abilities
  • Ability to workindependently and as part of a team

Responsibilities:

  • Build and maintain relationships with clientsproviding them with expert financial advice andguidance.
  • Conduct thorough financialassessments of clients current financial situations and futuregoals.
  • Develop and implement personalisedfinancial plans for clients including investment retirement and taxplanning strategies.
  • Monitor clients financialprogress and adjust plans as necessary.
  • Keepuptodate with industry trends and regulations to ensure complianceand provide the best possible service toclients.

Offering a competitive package as well as a supportive andcollaborative work environment. If you meet the above requirementsand are passionate about helping clients achieve their financialgoals we encourage you to apply for this excitingopportunity.

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 apply forthis exciting opportunity.

KeySkills
Business Development,Estate Law,SalesExperience,Trusts,Wealth Management,Financial Services,InvestmentExperience,Military Experience,Securities Law,Customer relationshipmanagement,Financial Planning,Wills
EmploymentType : Full Time
Experience: years
Vacancy: 1

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