Prestige IFA jobs

Ideal candidates:You are a financial advisor and you have a client base and are able without any recourse to make immediate introductions to your network for new investment opportunitiesYour existing client base/network consists of Ultra High or High Net Worth Individuals and/or other المزيد...

What Youll Be Doing:Advising international clients on wealth management retirement planning estate strategies and crossborder tax considerationsDeveloping longterm relationships based on trust transparency and performanceRecommending both regulated and alternative investment products المزيد...

Duties & Responsibilities include:Networking at every opportunity including but not limited to; networking events social events charity sports and other business events.Conducting a full assessment and suitability report for clients in order to provide the correct solutionAchievin المزيد...

Key Responsibilities:Cultivate and manage a portfolio of wealth management clients (B2C).Cultivate enduring client relationships through personalized advisory services and consistent communication.Expand assets under management (AUM) by identifying financial needs and presenting suita المزيد...

What Theyre Looking For:Qualifications: Candidates must hold UK or US financial qualifications as these are the firms primary client demographics.Experience: Prior experience as a Financial Adviser or Paraplanner with solid expertise in UK or US pensions and invest المزيد...

My client is a boutique wealth management firm with global reach from our Head Quarters based in the United Arab Emirates regulated by the Emirates Securities & Commodities Authority. They are proud to boast a staff of certified and experienced advisors all of whom work to the exactin المزيد...