Wealth Manager - Dubai, United Arab Emirates - Independent Resourcing Consultancy Ltd
Description
Wealth Manager Dubai
Thisfirm is a pioneering independent financial advisory consultancyunwavering in its dedication to safeguarding the financial futuresof its clients. Established by UKqualified financial advisers thecompany distinguishes itself with its vibrant energy and innovativeapproach setting it apart in the competitive offshoremarketplace.
The firms primary aim is to equipits Wealth Managers with the essential skills and knowledge toexcel in their careers. It boasts a robust selection process toensure its team can deliver superior services compared to itscompetitors. The dedication to professional development is evidentas all team members are encouraged to acquire the knowledge andexpertise necessary for providing toptier financial planning andwealth management services to expatriates across theglobe.
Support is provided for team members toachieve all relevant qualifications including the highly recognizedLevel 4 UK financial planning requirements with encouragement forfurther educational pursuits. Preference is given to candidates whohave already attained Level 4 certification before joining theteam.
Position: WealthManager
Location:Dubai
Education: MastersDegree
Opportunity:
Thisopportunity targets advisors with experience as IndependentAdvisors or Wealth Managers or those ready to advance in theircareer. The selected candidate will offer exclusive internationaland local solutions to advise and serve their clientsindependently.
Engaging directly with clients theWealth Manager will assess and advise on medium to longtermfinancial objectives. Advice will be tailored to the clientsnationality and location encompassing areas such as Lump SumInvesting Retirement Planning Education Fee Funding Life Insuranceand Estate & Inheritance Tax Planning.
WealthManagers collaborate closely with marketing coordination andparaplanning teams to facilitate daily clientinteractions.
Team members are expected to upholdhigh standards with continuous training provided to ensurecompliance with both client and companyexpectations.
Wealth Managers will also gainaccess to a bespoke CRM system developed inhouse by former WealthManagers.
Values:
A stronginterest in pursuing or advancing a career in FinancialServices.
A commitment to learning with allWealth Managers aspiring to achieve a minimum of Level 4qualification.
Exceptional communication skillsand professionalism.
Driven by success andtargets.
Highly motivated with a positiveoutlook.
Desire to contribute to a firm renownedfor its strong reputation and expanding globalpresence.
Fluency in English proven salescapabilities and an entrepreneurial spirit aremusthaves.
The firm offers competitiveremuneration and exceptional earnings for top performers along withregular incentives including internationalconventions.
There is also the potential forinvolvement in the firms ambitious global expansion plans includingthe opportunity to open new officesworldwide.
Note: Ideal candidates will alreadypossess an established AUM/book of existingclients.
Remote Work :
No