- A minimum of 5 years of experience as a Financial Advisor in the wealth management industry.
- Industry leading qualifications such as CFP, CFA, or other relevant certifications
- Transferable client base and AUM
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving abilities
- Ability to work independently and as part of a team
- Build and maintain relationships with clients, providing them with expert financial advice and guidance.
- Conduct thorough financial assessments of clients' current financial situations and future goals.
- Develop and implement personalised financial plans for clients, including investment, retirement, and tax planning strategies.
- Monitor clients' financial progress and adjust plans as necessary.
- Keep up-to-date with industry trends and regulations to ensure compliance and provide the best possible service to clients.
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Financial Advisor
4 days ago
Biidf Group Services Dubai, United Arab EmiratesHiring a Financial Advisor for Dubai. · Key Responsibilities: · - Meet with clients to assess their financial situation and identify their financial goals. · - Develop customized financial plans for clients that incorporate investment strategies, retirement planning, tax manageme ...
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Financial Advisor
3 days ago
irisestaffng Dubai, United Arab Emirates**Company **-Financial firm providing Investment Advisory, Wealth Management, and Portfolio Management advice. · **Responsibilities** · - Have a proven track record as a Financial Advisor. · - Have a current portfolio. · - Cultivate existing relationships and develop a new client ...
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Financial Advisor
3 days ago
NATIONAL GENERAL INSURANCE CO (PSC) Dubai, United Arab EmiratesWe are hiring "**Life Insurance Advisors & Financial Advisors" with experience in life insurance sales background** for Retail Sales of "**Life Insurance & Investments**" With the Oldest Govt Pjsc. in the middle east. · - Generate leads and schedule appointments · - Determine the ...
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Financial Advisor
1 week ago
deVere Group London Dubai, United Arab EmiratesWe are expanding our European footprint and seeking self-motivated, entrepreneurial thinking Wealth Managers to join our team. · If you are an experienced Financial Advisor seeking to maximise your income and skillset whilst ensuring you have a global support and training platfor ...
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Financial Advisor
3 days ago
EOS Recruitment Dubai, United Arab Emirates**Company **-Financial firm providing Investment Advisory, Wealth Management, and Portfolio Management advice. · **Responsibilities** · - Have a proven track record as a Financial Advisor. · - Have a current portfolio. · - Cultivate existing relationships and develop a new client ...
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Financial Advisor
1 week ago
Apt Resources Dubai, United Arab Emirates**FINANCIAL ADVISOR**: · **Job ID **:1479 · **Location **:Dubai - United Arab Emirates · **Industry **:Banking / Financial Services / Broking · **Functional Area **:Banking / Financial Services · AED 4, ,000.00 · **Other Benefits **:As Per UAE Labor Law**GCC Driving License **:No ...
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Financial Advisor
1 week ago
WEETAZ Dubai, United Arab EmiratesProvide personalized financial advice and investment recommendations to clients based on their financial goals and risk tolerance. · Develop comprehensive financial plans, including retirement planning, investment strategies, and estate planning. · Monitor and review client portf ...
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Financial Advisor
3 days ago
AlFuttaim Dubai, United Arab EmiratesWith UAE SALES EXPERIENCE for at least 2 years, preferably with drivers license. Min. Age 30 y.o and above. Wee need competitive people to fill in the position. · **Salary**: From AED2,000.00 per month · Ability to commute/relocate: · - Dubai: Reliably commute or planning to relo ...
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Financial Advisor Accountant
1 week ago
Liali Events Organizing Dubai, United Arab EmiratesFinancial Advisor cum Accountant · Company: Liali Event Organizing · Location: Dubai · **Job Description**: · **Responsibilities**: · Collaborate with senior management to develop and implement financial strategies to optimize the company's financial performance and achieve busin ...
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Continental Insurance Brokers LLC Dubai, United Arab Emirates**Responsibilities** · - Nurture and maintain a positive relationship through regular communication and follow up · - Forwarding customers to sales agents when a policy needs to be initiated or upgraded · - Managing the customer complaint database · - Onboarding of new clients on ...
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Walk in Interview for Financial Advisor
4 days ago
FinRidge Commercial Brokers Dubai, United Arab Emirates**Hiring** · **We at Finridge Commercial broker are urgently looking to recruit Experienced Banking Sales Executive · - (Credit Cards) for reputed Bank Channel at fixed salaries.** · **Job Positions: 20+ positions for reputed National Bank Process.** · **Walk in Interview: 19 Feb ...
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Walk in Interview for Financial Advisor
6 days ago
FinRidge Commercial Brokers Dubai, United Arab Emirates**Hiring** · **We at Finridge Commercial broker are urgently looking to recruit Experienced Banking Sales Executive · - (Credit Cards) for reputed Bank Channel at fixed salaries.** · **Job Positions: 20+ positions for reputed National Bank Process.** · **Walk in Interview: 15 Feb ...
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Financial Advisor
6 days ago
Al Khail Real Estate Broker Internet City, United Arab Emirates**Responsibilities** · - Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments) · - Assess client's overall financial picture, understand their needs and develop a solid financial plan · - G ...
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Financial Advisor
6 days ago
Deloitte & Touche M.E. Dubai, United Arab EmiratesRequirements · Qualifications: · -Bachelor's degree in economics any related field- e.g.Math's, Finance, Business · years ofexperience in economic consulting or in undertaking economicanalysis · - Willing and able to travel and spend projecttime regionally · - Strong Interpersona ...
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Financial Advisor
6 days ago
Deloitte & Touche M.E. Dubai, United Arab EmiratesRequirements · Qualifications: · - Bachelor's degree in economics any related field- e.g. Math's, Finance, Business · years of experience in economic consulting or in undertaking economic analysis · - Willing and able to travel and spend project time regionally · - Strong Interpe ...
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Independent Financial Advisor
19 hours ago
Independent Resourcing Consultancy Ltd Dubai, United Arab EmiratesJob Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Abu Dhabi or Dubai, UAE · We are representing an International leading Wealth Management firm in Abu Dhabi and Dubai UAE, looking for an experienced and qualified Independent Financial Advisor ...
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Independent Financial Advisor Dubai
1 week ago
Independent Resourcing Consultancy Ltd Dubai, United Arab EmiratesIndependent Financial Advisor · Ref: 1396 · Dubai · Competitive Package · Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Dubai · We are representing a leading International Wealth Management firm looking for an experienced and qualified In ...
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Independent Financial Advisor Dubai
19 hours ago
Independent Resourcing Consultancy Ltd Dubai, United Arab EmiratesIndependent Financial Advisor · Ref: 1396 · Dubai · Competitive Package - Self Employed · Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Dubai · We are representing a leading International Wealth Management firm looking for an experienced ...
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Insurance Consultant
1 week ago
Oman Insurance Company Dubai, United Arab EmiratesWe are looking for a result-driven Life Insurance advisor to be responsible for providing financial advice to clients on life insurance protection. The insurance advisor will generate leads, meet with clients, complete a financial needs analysis, and present them with customized ...
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Insurance Consultant
15 hours ago
No 1 Insurer in UAE Dubai, United Arab EmiratesWe are looking for result-driven Life Insurance and Investment Advisors to be responsible for providing financial advice to clients on Life Insurance and investment products. The Insurance Advisor will generate leads,meet with clients, complete a financial needs analysis,and pres ...
Independent Financial Advisor - Dubai, United Arab Emirates - Independent Resourcing Consultancy Ltd
Description
Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Abu Dhabi or Dubai, UAE
We are representing an International leading Wealth Management firm in Abu Dhabi and Dubai UAE, looking for an experienced and qualified Independent Financial Advisor to join their team.
As an Independent Financial Advisor, you will be responsible for providing expert financial advice to clients, helping them to achieve their financial goals and secure their financial futures.
Requirements:
Responsibilities:
Offering a competitive package, as well as a supportive and collaborative work environment. If you meet the above requirements and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.