Financial Planner - DIpFA
تفاصيل الوظيفة
Position: Financial Planner DIpFAReference: 1190 Location: DubaiUAE Salary: 15000 AED MonthlyCommission Our client stands as one of the mostvenerable and esteemed independent financial service firms in theUAE. This role presents an exceptional opportunity to join ourexpanding enterprise where you will be entrusted with a portfolioof over 10000 clients. Given the distinctivedisparities between the Banking/Accounting and Financial Advisorysectors you will initially join our burgeoning Client ServicesDepartment in the capacity of Financial Advisor/Consultant.Leveraging your robust analytical acumen you will evaluate thefinancial performance and product suitability for each retailclient. Subsequently you will articulate your advice andrecommendations persuasively employing platforms such as Zoom MSTeams telephone or occasionally inperson meetings.In addition to servicing existing clients you will beexpected to cultivate new clientele and generate fresh businessopportunities. Our clients reputation as one of the most venerableand esteemed independent financial service firms in the UAEunderscores the significance of this opportunity.Responsibilities: Conduct client portfolio reviews and providerecommendations where necessary. Prepare clientdocumentation based on these recommendations.Qualifications/Requirements: Minimum Level 4 qualification. Transferable Client Base and Assets Under Management (AUM) in theUAE. Graduatelevel education or equivalentlife/work experience. Proficient presentationcommunication and sales skills. ITliteracy. Selfstarter with a drive for goalachievement.Remuneration: Competitive retainer and uncapped feestructure. Company health scheme. Generous bonuses for high performers.Remuneration: Competitive retainer and uncapped feestructure. Company health scheme. Generous bonuses for high performers.RemoteWork : No INT
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