Wealth Manager - dubai - Ircfsjobs

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    Ircfsjobs dubai

    1 week ago

    د.إ220,000 - د.إ520,000 (AED) per year *
    Description

    As a leading organization in their sector with offices in the UK and across the globe, our client has developed a unique advice proposition, leading to a significant increase in client demand as they expand their presence in Europe.

    As a Financial Planner in Europe, you will work alongside the Director of the European business, advising clients face-to-face on medium to long-term financial objectives across Europe.

    You will be responsible for providing advice in areas such as Lump Sum Investment, Retirement Planning, Life Insurance, and Estate & Tax Planning.

    Desired Skills & ExperienceProven success in an Advisory/Relationship Management role within a financial services organization such as a bank, brokerage, or IFA.Transferable AUM and active client base.

    Level 4 RDR UK Diploma (or equivalent) minimum; ideally Chartered.
    Proactive, entrepreneurial attitude with a track record of generating new business and maintaining client relationships holistically.
    At least 1 year of experience as a Financial Planner.

    BenefitsUAE BenefitsFlexible hours and remote working optionsIn-house paraplanner supportMarketing team support for campaignsTraining in Repatriation and offshore client solutionsWhy Join UsStrong regulatory background across multiple jurisdictionsGlobal presenceFull training and external qualification funding (CII, CISI, LIBF)Industry-leading investment optionsLead generation support from business development and marketing teamsComprehensive paraplanning and admin supportFlexible working arrangementsSelf-employed and employed adviser options availableUnique PropositionWhether you're an experienced financial planner seeking a new challenge or a recent graduate, our client offers a unique opportunity in international wealth management.

    With exceptional support networks—including compliance, training, back-office, recruitment, technology, and marketing—joining our client enables you to build a proud future while living in some of the world's most amazing & ComplianceOur client's key USP is their robust regulatory background, holding necessary licenses to operate in all jurisdictions where they have a physical presence.

    Their dedicated compliance team ensures ongoing adherence to regulatory standards and develops new terms of business with investment and insurance providers.

    Investment CommitteeTheir investment proposition is industry-leading and regularly reviewed by their investment committee, based on principles of consistency, long-term growth, quality investments, and SupportAdvisers are supported by a large operations team managing provider, trustee, and client queries to ensure smooth business processes.

    Business DevelopmentBusiness Development Managers introduce their unique proposition and facilitate initial meetings, supported by a UK-based marketing team creating promotional materials and campaigns.

    Team EthosThe team fosters a strong sense of camaraderie, with advisers, BDMs, and administrative staff working closely together.
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    * This salary range is an estimation made by beBee
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