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Financial Advisor - Dubai

We Do Group, Financial Services, United Arab Emirates

We Do Group, an international financial advisory firm based in Dubai, is currently seeking talented and driven Financial Advisors to join their team. Our company prides itself on providing expert financial planning and investment guidance to high-net-worth individuals, families, and corporate clients. We value establishing enduring relationships with our clients and offer personalised investment recommendations and wealth management services tailored to their unique needs.

As a Financial Advisor at We Do Group, your responsibilities will include developing new and existing client relationships, providing personalised financial planning and guidance, managing portfolios effectively, and preparing detailed reports on clients' financial performance. The ideal candidate for this role should possess a solid background in wealth management, relationship development, and a deep understanding of financial markets to create tailored solutions that secure our clients' financial future.

This position presents numerous opportunities for career progression in a dynamic market environment. At We Do Group, we are committed to supporting your professional development through continuous learning opportunities, certifications, and mentoring programs. If you are passionate about finance and eager to make a difference in the lives of our clients by helping them achieve their financial goals, we encourage you to reach out to Christopher Silk to learn more about this exciting opportunity. This role is ideal for experienced professionals looking to advance their careers in the field of wealth management.

Key Job Requirements:
  • Solid background in wealth management
  • Experience in relationship development
  • Knowledge of financial markets
  • Experience in financial planning
  • Understanding of investment guidance
  • Ability to create tailored solutions
Key Job Responsibilities:
  • Develop new and existing client relationships
  • Provide personalized financial planning & guidance
  • Manage ongoing portfolio activities
  • Prepare reports & documentation
Skills:
  • Wealth management
  • Relationship development
  • Financial markets knowledge
  • Financial planning expertise
  • Portfolio management

Seniority Level: Senior Level

Job Functions: Finance

  • Investment Planning
  • Wealth Management

Industries : Financial Services

  • Wealth Management
  • Investment Advisory

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