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naukri

Financial Advisor Dubai

Client of Prestige IFA
Dubai, UAE
3 8 Years
Onsite
AED 12,000 per month
Discovered 3 weeks ago
financial planninglump-sum investmentsretirement planningeducation fee fundinglife insuranceestate and inheritance tax planning
Free

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financial planninglump-sum investmentsretirement planning
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Role Overview

Provide tailored financial advice to clients in a face-to-face capacity.

Align advice with clients' medium- and long-term financial objectives.

Leverage internal support teams to improve productivity and client service.

Financial Advisory Work

  • Advise clients on lump-sum investments, retirement planning, and education fee funding.
  • Advise clients on life insurance and estate and inheritance tax planning.
  • Conduct detailed financial planning analysis.
  • Meet clients regularly to assess changing financial needs.

Client and Business Growth

  • Build and maintain strong, long-term client relationships.
  • Develop new business opportunities and grow the client base.
  • Lead and manage support staff such as Business Development Managers or Paraplanners.

Compensation

  • Base salary is AED 12,000 per month.
  • Commission ranges from 30% to 40% according to revenue tiers and specified business categories.
  • The role offers uncapped earning potential.

Business Ownership and Support

The advisor retains ownership of the client book and assets under management.

Clients may be taken with the advisor upon departure, and the book may be sold upon exit.

Back-office, administrative, marketing, coordination, paraplanning, and lead-generation support are available.

The role provides access to a bespoke CRM system built by experienced advisors.

Career Development

  • Ongoing training and professional development are provided.
  • Examination support and career guidance are available.
  • The environment is structured to help advisors scale their advisory business.

Requirements

  • 3–8 years of experience, based on the source listing's experience-level data.
  • Ability to provide tailored financial advice aligned with clients' medium- and long-term objectives.
  • Ability to conduct detailed financial planning analysis.
  • Ability to build and maintain long-term client relationships.
  • Ability to develop new business opportunities and grow a client base.
  • Ability to lead and manage support staff such as Business Development Managers or Paraplanners.

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