Job Description
As a leading organization in their sector with offices in the UK and across the globe, our client has developed a unique advice proposition which has led to a significant increase in client demand as they expand their presence in the Middle East.
As a Financial Planner in the Middle East, you will be working alongside the Director of the UAE business. Working in a face-to-face capacity with GCC-wide clients, you will be advising clients on medium to longer term financial objectives.
You will be responsible for offering areas of advice covering such areas as Lump Sum Investment, Retirement Planning, Life Insurance, and General Estate Tax Planning.
Desired Skill & Experience
- A proven track record of success within an Advisory / Relationship Management capacity, within a financial services organization such as a bank, brokerage or IFA.
- Transferable AUM and Active Client Base
- Level 4 RDR UK Diploma (or equivalent if not UK based) mini...