- Chartered status or equivalent in financial planning or advisory.
- A minimum of 10 years UAE experience in financial planning and advisory services.
- Proven track record in managing and growing a substantial book of transferable business in excess of US$40 Million in Funds Under Management
- Exceptional interpersonal and communication skills.
- Ethical and client-centric approach to financial planning.
- Fluent in English; knowledge of additional languages is a plus.
- Strong analytical and problem-solving skills.
Chartered Financial Planner - Dubai, United Arab Emirates - Click and Connect Online Limited
Description
Job Title: Chartered Financial Planner
Company: Abacus Financial Consultants LLC
Website:
Location: Dubai, UAE
Compensation Package: Base Salary, Performance Bonus, and Comprehensive Benefits
Are you a highly experienced Chartered Financial Planner looking for an exciting opportunity to take your career. Abacus Financial Consultants, a leading name in the financial industry, is seeking an exceptional Financial Planner to join our team and contribute to our clients' financial success.
About Abacus Financial Consultants
Abacus Financial Consultants is a well-established and trusted financial advisory firm based in Dubai, UAE. With a commitment to excellence and a focus on client satisfaction, we provide comprehensive financial planning and wealth management services to individuals and businesses.
Key Responsibilities
As a Chartered Financial Planner at Abacus Financial Consultants, you will play a pivotal role in helping our clients secure their financial futures. Your responsibilities will include:
Financial Assessment: Conduct comprehensive financial assessments for clients, analyzing their current financial status, goals, and risk tolerance.
Customized Financial Plans: Develop tailored financial plans and strategies that align with clients' objectives, encompassing investment strategies, retirement planning, tax optimization, and estate planning.
Expert Advice: Provide expert advice on various financial matters, offering insights and recommendations that empower clients to make informed decisions.
Client Relationship Building: Cultivate strong, enduring relationships with clients by actively listening to their needs, understanding their unique financial aspirations, and delivering exceptional service.
Market Insight: Stay up-to-date with financial market trends, economic developments, and regulatory changes, ensuring clients receive the most relevant and timely guidance.
Team Collaboration: Collaborate with a dynamic team of financial professionals, including portfolio managers, analysts, and support staff, to deliver holistic financial solutions.
Key Qualifications
Why Join Abacus Financial Consultants
Professional Growth: Abacus Financial Consultants offers a platform for you to further enhance your career and expand your expertise in the field of financial planning and wealth management.
Competitive Compensation: We provide competitive compensation packages that reflect your experience and contributions.
Supportive Environment: Join a collaborative and supportive team dedicated to excellence in financial services.
How to Apply
If you are a dedicated and experienced Chartered Financial Planner with transferable Funds Under Management In Excess of US$40 Million and you are seeking a rewarding opportunity, we invite you to applytoday.
To be considered for this position, please submit your resume clearly outlining your qualifications, experience, key responsibilities, and a summary of your transferable Fund Under Management.
Abacus Financial Consultants is committed to fostering a diverse and inclusive workplace. We encourage applications from candidates of all backgrounds and experiences.
Elevate your career and make a significant impact in the world of financial planning with Abacus Financial Consultants.
Join us in helping our clients achieve their financial dreams. Apply today and embark on a fulfilling journey with us