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Financial Adviser

Nexus Insurance Brokers LLC

Posted on July 3, 2018

2 - 3 years Dubai - United Arab Emirates

Any Nationality

Opening 01

Job Description

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• Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
• Assess client s overall financial picture, understand their needs and develop a solid financial plan
• Guide clients towards a profitable and secure financial decision
• Cultivate client base and build win-win relationships
• Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
• Keep abreast of new industry s trends and research market to back up financial consulting
• Oversee the course of the financial plan and update it, if necessary, to ensure profits
• Comply with all industry rules and regulations
• Liaise with providers, solicitors, valuers and other professionals

Banking / Financial Services / Broking

Accounts / Taxation / Audit / Company Secretary

Desired Candidate Profile

• Proven working experience as a financial adviser, controller, planner, specialist or relevant experience
• Track record of successful financial guidance
• Ability to analyse market s financial data and to provide appropriate data-based advice
• Strong communication, negotiation and presentation skills
• Accuracy, attention to detail and the ability to explain complex information clearly and simply
• Excellent PC knowledge and ability to operate database systems
• Current certificate of qualifications (FCA, CII, DipFA, CISI or other)
• BS degree in Finance or related field


Cash Management Debt Management Project Coordinator Financial Consultancy Financial Products Financial Planning Lead Generation Mutual Funds Research Database


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Nexus Insurance Brokers LLC

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