Sales

Financial Consultant

Prestige IFA jobs
Abu Dhabi, UAE Listed 1 week ago via Naukrigulf

Job Overview

Company Industry Banking, Financial Services, Broking
Department / Functional Area Sales, Business Development

Our client is seeking an experienced Financial Advisor to join their client s team in Dubai, United Arab Emirates. This role involves providing comprehensive financial planning and wealth management services to an international client base, including expatriates and high-net-worth individuals. The successful candidate will benefit from the region s growing financial services sector and its position as a hub for cross-border wealth management. Core duties Provide professional financial advice and wealth management solutions to clients Develop and maintain long-term client relationships through exceptional service Conduct thorough financial reviews and fact-finding meetings Create tailored financial plans covering investments, pensions, and protection Advise on cross-border financial planning and international investment strategies Support clients with UK pension transfers, QROPS, and expatriate tax planning Ensure full compliance with all regulatory requirements and industry standardsCompany Description

Desired Candidate Profile

UK-recognised financial advisory qualifications (DipPFS, CISI Level 4, CFP or equivalent) Minimum 2-3 years of client-facing experience in wealth management or financial advisory Strong knowledge of investments, pensions, and wealth management strategies Excellent communication and relationship management skills Experience working with expatriate or cross-border clients preferred Commitment to professional development and regulatory compliance

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  • CompanyPrestige IFA jobs
  • LocationAbu Dhabi, UAE
  • CategorySales
  • Listing sourceNaukrigulf
  • Apply onnaukrigulf.com
  • Listed1 week ago
Financial Consultant On naukrigulf.com
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