Wealth Manager - Abu Dhabi
Job details
As a leading organization in their sector with offices in the UK and across the globe our Client have developed a unique advice proposition which has led to a significant increase in client demand as they expand their presence in Europe. As a Financial Planner in Europe you will be working alongside the Director of the European business. Working in a facetoface capacity with Europeanwide clients you will be advising clients on medium to longer term financial objectives. You will be responsible for offering areas of advice covering such areas as Lump Sum Investment Retirement Planning Life Insurance and General Estate Tax Planning. Desired Skill & Experience
- A proven track record of success within an Advisory / Relationship Management capacity within a financial services organisation such as a bank brokerage or IFA.
- Transferable AUM and Active Client Base
- Level 4 RDR UK Diploma (or equivalent if not UK based) minimum qualification. Ideally Chartered.
- A proactive and entrepreneurial attitude that has lead the generation of new business whilst effectively maintaining client relationships in an efficient holistic fashion.
- At least 1 year experience as a Financial Planner.
- SelfEmployed with a competitive bonus scheme
- UAE Benefits
- Flexible working hours and the option to work from home/ remotely
- Full support of an inhouse paraplanner
- Inhouse marketing team to support any campaigns you wish to run
- In depth training in Repatriation and clients returning with offshore solutions
- Strong regulatory background in multiple jurisdictions
- Global Presence
- Full training and support including funding of external CII CISI and LIBF qualifications
- Industry leading investment proposition
- Support with lead generation via business development research and marketing teams
- Full paraplanning and admin support
- Flexible working and infrastructure.
- Selfemployed and employed adviser options available
- SelfEmployed with a competitive bonus scheme
- UAE Benefits
- Flexible working hours and the option to work from home/ remotely
- Full support of an inhouse paraplanner
- Inhouse marketing team to support any campaigns you wish to run
- In depth training in Repatriation and clients returning with offshore solutions
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