Financial Planner / Private Wealth Advisor

Category: Finance & Banking
Type: Full Time
Salary (£): Competitive
Location: Dubai - United Arab Emirates

One of the UAE fastest growing and trusted financial advisories are looking for a Financial Planner / Private Wealth Advisor to take care of your own portfolio of expatriate clients. Asset Under Management experience is a must and the relevant qualifications needed to fill this position. This is an opportunity to grow personally and professionally in one of the fastest moving cities in the world.

Financial Planner Job Responsibilities:

  • Provide financial planning and investment advisory services.
  • Research and present investment strategies.
  • Develop and execute retirement planning.
  • Implement risk management and tax planning strategies.
  • Coordinate estate planning.
  • Manage client relationships.
  • Identify and cultivate new clients.
  • Develop and grow a book of business.
  • Open, transfer, and manage client accounts.
  • Prepare financial policy and procedure documentation.
  • Identify financial process improvement.
  • Generate and process paper and electronic documents.

This role will be a split of salary and commission, fantastic client base and you will be supported by a very experienced admin team. Access to great financial products to introduce to your clients and good training is continually conducted to make sure you are aware of the best in market practises.

Financial Planner Qualifications/Skills:

  • Comprehensive knowledge of topics related to financial planning
  • In-depth understanding of the securities industry, including investment and insurance products and services
  • Self-starter with an entrepreneurial spirit
  • Results-oriented mindset
  • Exemplary written and verbal communication skills
  • Strong interpersonal aptitude
  • Ability to maintain confidentiality
  • Experience with financial planning software
  • Advanced Microsoft Excel skills

Education and Experience Requirements:

  • AUM (Assets Under Management)
  • Bachelor’s degree in business or related field
  • 3-5 years experience in the financial industry

Apply for this position

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