Job Duties:

• Understanding of financial markets, investment strategies, and financial planning principles coupled with a strong portfolio.
• Responsible for building and managing the Team.
• Experienced in client-facing, client development under Life Insurance and Saving Products, including wealth management and financial advisory. 
• Ability to work independently or as part of a team and collaborate with cross-functional teams.
• Strong attention to detail and accuracy, confidentiality and ethical conduct.
• Stay informed and comply with all relevant legislative, financial, procedural, and quality requirements.

Education, Experience and Qualifications:

• Bachelor Degree in Business, Finance or Related Field.
• Minimum 7 years of experience in financial advising, investments, portfolio management, or related field.
• Excellent analytical and problem-solving skills.
• Strong verbal and written communication skills in English, additional language skills are a plus.
• Need to have a current portfolio of clients and a good network in the UAE.
• Professional certifications such as CII or CISI level 4 or above, Certified Financial Planner (CFP), or other relevant certifications such as LOMA are preferred.