Financial Advisor
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Key skills for this role
About the Role
Savings UK Ltd is seeking a Senior Financial Advisor to join their Investments Management team in Dubai. The role involves advising clients on financial goals, crafting investment solutions, and building client relationships.
Key Skills for This Role
Responsibilities
- Gain a deep understanding of clients’ unique needs and aspirations to confidently advise them on their financial goals
- Craft investment solutions based on Savings UK Ltd’s philosophy
- Build and deepen knowledge and skills by maintaining a strong portfolio and understanding of financial markets
- Develop your craft of planning
- Be an active part of a collaborative team
- Build relationships with senior management
- Put investors on a path to a successful financial future
Requirements
- Master's degree in finance, accounting, economics or other relevant major
- Minimum five years prior experience in commercial banking or loan servicing
- Client Relationship Management mastery
- Outstanding investment expertise and knowledge of broader planning topics
- Strong analytical skills and knowledge of commercial banking operations
- Prior experience with Excel and MS Office required along with cash flow modeling/forecasting and familiarity with Investment Funds
- Team player, organized, and strong written and verbal communication skills
- Self motivated, ambitious, and ability to multi task
- Strong writing skills required
- Foreign language capabilities preferred though not required
Full Job Posting
Position Description
- As a Senior Financial Advisor, you’re tasked with looking out for our client’s best interests. Your curiosity and real passion for helping people can flourish, in this role, where you will work with clients and help guide their success.
In This Role, You Will
- Gain a deep understanding of our clients’ unique needs and aspirations to confidently advise them on their financial goals
- Craft investment solutions based on Savings UK Ltd’s philosophy: taking a stand for investors
- Build and deepen your knowledge and skills by maintaining a strong portfolio and an in depth understanding of financial markets
- Develop your craft of planning
- Be an active part of a collaborative team
- Build relationships with senior management
- Put investors on a path to a successful financial future
Qualification And Experience
- Masters required in finance, accounting, economics or other relevant major.
- Minimum five (5) year prior experience in commercial banking or loan servicing. Concentration in investments and/or multifamily assets is preferred.
- Client Relationship Management mastery
- Outstanding investment expertise and knowledge of broader planning topics
- Strong analytical skills, as well as knowledge of commercial banking operations.
- Prior experience with Excel and MS Office required along with cash flow modeling / forecasting and familiarity with Investment Funds.
- Team player, organized, and strong written and verbal communication skills.
- Self motivated, ambitious, and ability to multi task.
- Strong writing skills required.
- Foreign language capabilities preferred though not required.
Compensation
- Excellent compensation package, including competitive base salary and fringe benefits. (in case previous salary of selected candidate is higher than Market Salary, your previous salary will be matched.)
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