Wealth Management Advisor / Business Development Manager
Job Description
<p>We are a company established in the Dubai International Financial Centre (DIFC) and regulated by the Dubai Financial Services Authority (DFSA).</p><p><br></p><p>We have a sister company onshore in the UAE, Future Insurance Broker Services LLC which has been in the market for over 20 years; licensed by the Central Bank of UAE for onshore Insurance / Investment business which compliments the offshore business handles by Seven Investments Limited in the DIFC. Business in the DIFC is not subject to BOD-49 regulations.</p><p> </p><p>We are looking to recruit qualified independent financial advisors and wealth management consultants to join our growing team and who have extensive experience in the UAE, the rest of the GCC region and Africa. The successful candidates will operate from the company’s DIFC offices although would be expected to be out servicing an existing client base and building new relationships.</p><p><br></p><p><strong>Responsibilities</strong></p><p><br></p><p>· Cultivate existing relationships and develop a new client base.</p><p>· Provide strategic advice across a variety of financial products and services. </p><p>· Assess the client’s overall financial requirements and develop financial solutions.</p><p>· Comply with all industry rules and regulations.</p><p><br></p><p><strong>Qualifications</strong></p><p><br></p><p>· Minimum three years’ experience within insurance, wealth management and financial advisory.</p><p>· Have a current client portfolio.</p><p>· Have a proven track record as a financial advisor and wealth management consultant. </p><p>· Minimum of a CISI or CII qualified investment / financial services </p><p>· Proven track record in client relationship management </p><p>· Must be Self-motivated with an ability to work independently.</p><p><br></p><p><span>Applicants must have the knowledge of Universal Life, Whole of Life, Term Life Products, Lump Sum / Regular Savings Plans, Portfolio Bonds, Fund Platforms, Structured Products, and Investments Plans.</span></p><p><br></p><p>Experience in dealing with product providers such as RL360, Ardan, Hansard, Garvitas, Veritas, Friends Provident International, universal life insurance companies (Manu Life, Sun Life etc.) would be a benefit.</p><p> </p><p>Training will be given on our diverse range of products and on-going business will be supported by a strong administration team.</p><p> </p><p>The successful candidates will receive:</p><p><br></p><p>· Attractive Remuneration Package: AED salary plus commission as agreed.</p><p>· Residence Visa.</p><p>· Medical Cover.</p>
