Job Detail

Reference: SM-313
Experience: Min 7 years
Location: United Arab Emirates
Full Time

Job Description

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.

Similar Jobs