Financial Planner

Our client stands as one of the most venerable and esteemed independent financial service firms in the UAE. This role presents an exceptional opportunity to join our expanding enterprise, where you will be entrusted with a portfolio of over 10,000 clients.

Given the distinctive disparities between the Banking / Accounting and Financial Advisory sectors, you will initially join our burgeoning Client Services Department in the capacity of Financial Advisor / Consultant. Leveraging your robust analytical acumen, you will evaluate the financial performance and product suitability for each retail client. Subsequently, you will articulate your advice and recommendations persuasively, employing platforms such as Zoom, MS Teams, telephone, or occasionally in-person meetings.

In addition to servicing existing clients, you will be expected to cultivate new clientele and generate fresh business opportunities. Our client's reputation underscores the significance of this opportunity.

Responsibilities:

1. Conduct client portfolio reviews and provide recommendations where necessary.
2. Prepare client documentation based on these recommendations.

Qualifications / Requirements:

1. Transferable Client Base and Assets Under Management (AUM) in the UAE.
2. Graduate-level education or equivalent life / work experience.
3. Proficient presentation, communication, and sales skills.
4. IT literacy.
5. Self-starter with a drive for goal achievement.

Remuneration:

1. Competitive retainer and uncapped fee structure.