Senior Financial Advisor Prestige IFA
3 weeks ago
Prestige IFA Jobs is seeking a senior Financial Advisor to join their team in Dubai. As a key member of the financial consultancy team, you will be responsible for providing high-quality financial planning services to clients and growing our client base.
The ideal candidate will have relevant industry qualifications and experience within a wealth management or insurance intermediary practice. They will have a proven track record in client relationship management and acquisition, as well as the ability to analyze complex financial situations and provide tailored solutions.
Key Responsibilities:
- Providing comprehensive financial planning services to clients
- Analyzing complex financial situations and developing tailored solutions
- Building and maintaining strong relationships with clients
Requirements:
- Degree in a field relevant to client counseling such as economics, financial planning or investment analysis
- Level 4 qualification in Financial Services (Wealth management, financial planning or insurance disciplines)
- Minimum three years' experience within wealth management/financial advisory – no record of client dissatisfaction or regulatory sanctions
- Proven track record in client relationship management and acquisition
Benefits:
- Competitive salary: $5,000+ per month
- 50% gross commission on sales
- Quarterly bonus based on AUM for selected individuals
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