Independent Financial Advisor

Confidential Company

Employer Active

Posted 29 min ago

Experience

5 - 10 Years

Education

Bachelor of Business Administration, MBA/PG Diploma in Business Mgmt(Finance), Chartered Financial Analyst(Finance)

Nationality

Any Nationality

Gender

Any

Vacancy

1 Vacancy

Job Description

Roles & Responsibilities

The objective of the role is to provide independent financial advisory to high-net-worth individual clients to help them create, grow, and safeguard their wealth. As a Financial Advisor, you will prospect clients, understand their investment needs, design appropriate solutions, advise on the most suitable financial products, and provide lifelong partnerships. What are we looking for? Someone with entrepreneurial drive, persistence, and a desire to make a meaningful difference in the lives of clients. Prior experience in sales, business development, and relationship management, preferably within the financial services or insurance industry, will be a big plus. We are open to considering experience in sales from other industries, such as banking, real estate, hospitality, etc., based on your aptitude to transition into a Financial Advisory role. Good financial understanding and networking and sales skills are essential for this role.

Desired Candidate Profile

Education qualification-wise, you will at least have a Bachelor’s Degree or equivalent from a recognized Institution/University in business, management, finance, marketing or commerce. Earning Potential: We follow an entrepreneurial model, and you will earn in direct proportion to the income generated from the sale of insurance and investment products. Location and working hours: This career allows you to work from any of our offices in Dubai (JLT/Business Bay) and Abu Dhabi. What do we provide: State-of-the-art office infrastructure, continuous and ongoing training and development program, a complete platform on insurance and investment, a full-fledged back office for client servicing, and industry-experienced Managers to guide and mentor you towards achieving results. Financial assistance to obtain relevant certifications. Additional bonus on achievement of

Employment Type

    Full Time

Company Industry

Department / Functional Area

Keywords

  • Independent Financial Advisor
  • Financial Advisor
  • Financial Analysis

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Confidential Company