Client Financial Advisor

Client of Prestige IFA

Employer Active

Posted on 6 Apr

Experience

3 - 8 Years

Job Location

Dubai - United Arab Emirates

Education

Bachelor of Commerce(Commerce)

Nationality

Any Nationality

Gender

Not Mentioned

Vacancy

1 Vacancy

Job Description

Roles & Responsibilities

There are no expectations to generate new business. Performance is measured on client retention, satisfaction, and quality of advice.

Responsibilities

  • Deliver ongoing financial planning and advice
  • Manage and develop long-term client relationships
  • Review and optimise client strategies over time
  • Act as a trusted adviser focused on client outcomes
  • Maintain high standards of compliance and professionalism

Additional Benefits

  • Free personal financial planning support
  • Employee referral bonus scheme
  • Reward and recognition programme
  • Structured career progression pathways
  • Paternity leave (paid)

Culture & Values

  • Collaborative and team-oriented
  • Focused on long-term client outcomes
  • Committed to continuous learning and improvement
  • Driven by integrity and professionalism

Hiring Process

  • Application submission
  • Initial 30-minute interview (Teams or phone)
  • Psychometric and work-related assessments
  • 1 2 hour interview with team members and leadership
  • Final culture-fit interview with senior leadership

Desired Candidate Profile

UK-qualified (or equivalent) with Level 4+ qualifications (CII, CISI, CFP or higher)

Ideally Chartered or working towards Chartered status

Minimum 3 years client-facing experience in wealth management

Academically strong, with a structured and disciplined approach

Professional, ethical, and client-focused

Company Industry

Department / Functional Area

Keywords

  • Client Financial Advisor

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Client of Prestige IFA


https://www.ifa-jobs.com/job/client-financial-advisor-dubai-uae/