Financial Planner Role in Dubai
Financial Planner - Commercial / Business
A fantastic opportunity has arisen for a Financial Planner working for a reputable Wealth Management company situated in Dubai, United Arab Emirates.
You will be working in a high performance role within a close knit team consisting of a Senior Consultant, a Business Development Manager and Secretary who will be there to assist and mentor you in your new role.
Your role will would be to financially plan, strategies and advise clients financials both locally and globally. The areas in which you must be familiar and experienced when dealing with such clients include:
Retirement Provisions
Offshore Tax efficient savings
Self-Invested Personal Pension Schemes (SIPPS)
Qualifying Recognized Overseas Pension Schemes (QROPS)
Education Fee Planning
Lump Sum Investments
Asset & Portfolio Management
Tax & Trust Planning
Life and Critical Illness Cover
US IRS Compliant Pension Schemes
In addition to the above you must have solid communication skills, prior experience in sales, the ability to cold call on a regular basis and possess a dedicated and enthusiastic approach to the team, and clientele.
This is a rare opportunity to work within a smaller team environment, where your proven experience will be highly regarded and recognized. In turn the company will remunerate you with an attractive base salary package, commission and additional benefits in accordance with your prior experience as a Financial Planner.
