Financial Advisor

Client of Prestige IFA

Employer Active

Posted 18 hrs ago

Experience

5 - 7 Years

Job Location

Dubai - United Arab Emirates

Education

Bachelor of Commerce(Commerce)

Nationality

Any Nationality

Gender

Not Mentioned

Vacancy

1 Vacancy

Job Description

Roles & Responsibilities

We are seeking exceptional, qualified Independent Financial Advisors to join this dynamic team. This role is ideal for a proactive individual who thrives in a high-performance culture and understands the nuances of serving ultra-affluent and often high-profile clients.

The successful candidate will have the opportunity to:

  • Develop and manage a prestigious client portfolio, providing expert guidance across the full spectrum of wealth management services.
  • Craft and implement bespoke Retirement & Financial Plans and Estate & Legacy Strategies that align with the complex, international lives of clients.
  • Design and manage personalized Investment Portfolios based on a deep understanding of client goals and risk profiles.
  • Utilize the firm s advanced technological platform to deliver an exceptional, modern client experience.
  • Work within a culture that values the discipline and strategic acumen often found in those with a background in professional sports.

Desired Candidate Profile

Holds relevant UK financial advisory qualifications (e.g., CII, CISI, level 4 or equivalent)

Ideally have a transferrable book of business of at least U$2million

Proven track record as a successful Financial Advisor, ideally within the HNWI/UHNWI space.

Exceptional client relationship management and new business development skills.

A deep understanding of holistic financial planning and investment products.

While not at all essential, a background in professional sports is highly regarded, as it aligns with one of the firm s core ethos and client base. The discipline, strategic planning, and performance-driven mindset are key attributes.

Company Industry

Department / Functional Area

Keywords

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Client of Prestige IFA


https://www.ifa-jobs.com/job/financial-advisor-dubai-uae/