Insurance

Investment advisor Dubai

Prestige In

My client is a boutique wealth management firm with global reach from their Head Quarters based in the United Arab Emirates, regulated by the Emirates Securities & Commodities Authority. They are proud to boast a staff of certified and experienced advisors – all of whom work to the exacting standards demanded in highly regulated financial markets.

My client need advisors in the following locations:
• Dubai , rapidly expanding office.
• Abu Dhabi
• The USA – Ideally series 65 exam already done and AUM of at least £10 million plus.
• UK – Qualified UK advisors that have a UK business book and are interested in targeting UK Pension transfers. My client have passporting rights through Europe too, so someone that wants to work in the UK and EU would do well.

As an experienced financial planning consultant, you will be expected to make a fully engaged contribution to the vision of the business. You will have relevant industry qualifications and experience within a wealth management or insurance intermediary practice. You will embrace a concentration on financial planning (analyzing a client’s current position and the options available to them to meet their financial goals) and client relationship development.

Roles & Responsibilities:
• Representing my client’s Financial Consultant Team
• Financial Planning Analysis
• Scheduling and attending client meetings to work closely to capture evolving short term and long-term client needs which ensures client confidence in the advisor team.

Insurance brokers Dubai

We are looking for a competitive Insurance Broker to partake in our business development activities. You will be responsible for finding new customers, promoting and selling our insurance plans.

The goal is to steadily forge long-term relationships to secure the company’s revenues and growth.
 

Selected Candidates