Overview
Senior Financial Advisor Jobs in Dubai, UAE/Dubai at Client of Prestige IFA
Overview
You will be an experienced, driven financial services professional with a long‑term mindset and strong client‑facing skills.
Responsibilities
- Provide professional advice across Life Insurance, long‑term savings and investment planning, General Insurance, Employee Benefits, and personal lines.
- Build and manage a long‑term client portfolio generating renewal and trail income.
- Prospect, develop, and close new business through networking, referrals, and lead generation.
- Conduct in‑depth client meetings to understand financial goals and deliver tailored solutions.
- Maintain accurate and compliant client records.
- Service existing clients through regular reviews and ongoing financial planning.
- Stay current with regulatory, legislative, and market developments.
- Liaise with internal teams, providers, and external professionals such as accountants and solicitors.
- For qualified candidates, recruit, mentor, and lead advisors as part of a Team Leader Sales Manager role.
Qualifications
- A customer‑centric and ethical approach.
- Strong communication and relationship‑building ability.
- Confidence working independently while contributing within a team environment.
- Proven networking, business development, and lead‑generation capability.
- Sound financial awareness and commercial judgement.
- Excellent organisation, planning, and time‑management skills.
- Results‑driven mindset with a strong sales culture.
- An existing client bank is advantageous but not essential.
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Title: Senior Financial Advisor
Company: Client of Prestige IFA
Location: Dubai, UAE/Dubai
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