Loading...

Logo

Financial Planner

Acuma - Independent Financial Advice, Financial Services, United Arab Emirates

Acuma - Independent Financial Advice is a leading financial services firm in the United Arab Emirates, dedicated to providing top-notch independent financial advice to clients. Our mission is to empower individuals with tailored financial solutions that secure their futures and drive long-term success. At Acuma, we foster a dynamic and collaborative work culture where innovation and client satisfaction are at the core of everything we do.

We are currently seeking a skilled and motivated individual to join our team as an Insurance and Financial Advisor in Abu Dhabi. As part of our growing organization, you will have the opportunity to present cutting-edge investment offerings to clients, shape their financial futures, and pave your path to success. If you are driven, passionate about finance, and eager to make a meaningful impact, this role is perfect for you. Come join us at Acuma and together let's redefine wealth management!

Key Responsibilities:
- Deliver personalized financial solutions encompassing insurance, investments, and pensions.
- Cultivate strong client relationships to ensure long-term success.
- Stay abreast of financial markets and regulatory updates to offer exceptional advice.

Requirements:
- Expertise in financial planning, insurance, or investment advisory.
- Possess relevant qualifications.
- Demonstrated sales track record within the financial services industry.
- Proficiency in English is mandatory.
- Strong digital skills including CRM knowledge and social media marketing proficiency.

Desired Skills and Attributes:
- Motivated by targets with a client-focused approach.
- Excellent interpersonal and communication skills.
- Ability to work both independently and collaboratively within a dynamic team environment.

At Acuma - Independent Financial Advice, we offer:
- Competitive uncapped earning potential.
- Full relocation support including administration assistance.
- Access to state-of-the-art training programs, systems, and product offerings.
- Weekly pay-runs with structured career progression opportunities.
- Incentives for top performers along with avenues for professional development.

If you possess the required expertise in finance coupled with a passion for building lasting client relationships while driving results in a fast-paced environment, we encourage you to apply for this exciting opportunity as an Insurance and Financial Advisor at Acuma. This position is ideal for experienced professionals looking to excel in the field of wealth management. Join us today!

Key Job Requirements:
  • Expertise in financial planning
  • Insurance experience
  • Investment advisory background
  • Relevant qualifications in finance or related field
  • Proven sales track record in financial services
  • Proficiency in English
Key Job Responsibilities:
  • Deliver bespoke financial solutions in insurance, investments, and pensions
  • Build and maintain strong client relationships
  • Stay informed about financial markets and regulatory updates
  • Present cutting-edge investment offerings to clients
Skills:
  • Financial planning
  • Insurance knowledge
  • Investment advisory skills
  • Sales expertise
  • Proficiency in English

Seniority Level: Early Career

Job Functions: Finance

  • Insurance
  • Investments
  • Pensions

Industries : Financial Services

  • Insurance
  • Investment Advisory

CV Drop Zone

  • Drag your CV in supported formats such as pdf, doc, and docs.
  • Register for real-time updates on your application status.
  • Your CV becomes readily available for download by the employers.
  • You acknowledge and agree to OWCareers' terms, conditions, and privacy policies.
  • Optimize your application by providing comprehensive and accurate information.
  • Explore additional resources on our platform to refine your resume.

Contact Job Poster