Overview

Wealth Manager Jobs in UAE at Client of Independent Resourcing Consultancy

Client of Independent Resourcing Consultancy

Job Title: Financial Planner

Nationality: Any Nationality

Vacancy: 1 Vacancy

Job Description
As a leading organization in their sector with offices in the UK and across the globe, our Client has 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 face-to-face capacity with European-wide clients, you will be advising clients on medium to longer-term financial objectives.
You will be responsible for offering advice covering areas such as Lump Sum Investment, Retirement Planning, Life Insurance, and General Estate Tax Planning.

Desired Skills & Experience

A proven track record of success within an Advisory / Relationship Management capacity, within a financial services organization 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 pro-active and entrepreneurial attitude that has led to the generation of new business while effectively maintaining client relationships in an efficient, holistic fashion.

At least 1 year of experience as a Financial Planner.

Benefits

Self-Employed with a competitive bonus scheme.

UAE Benefits.

Flexible working hours and the option to work from home/remotely.

Full support of an in-house paraplanner.

In-house marketing team to support any campaigns you wish to run.

In-depth training in Repatriation and clients returning with offshore solutions.

Title: Wealth Manager

Company: Client of Independent Resourcing Consultancy

Location: UAE

Category: Finance & Banking (Financial Consultant)

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