Financial Consultants – UAE
Prestige IFA
وصف الوظيفة
Role Overview
Financial Consultant at Prestige IFA in Dubai and Abu Dhabi, UAE. This position is suited exclusively to experienced financial services or insurance professionals. You will be responsible for delivering high-quality, professional financial advice while building long-term relationships within the UAE National market.
Company Overview
Prestige IFA is one of the largest independent, award-winning financial services brokers in the Gulf region, with over 22 years of established operations. The firm has built a strong reputation for delivering high-quality financial advice and insurance solutions within a professional and client-focused environment. Offices are located in West Tower, Trade Centre Towers, Abu Dhabi Mall, and headquarters in Emaar Square. The role forms part of a boutique division dedicated to providing tailored financial advice within a specialised team.
Role Purpose
To deliver high-quality, professional financial advice and tailored solutions to both new and existing clients while building long-term relationships within the UAE National market. This is a performance-driven, client-facing role focused on building relationships, delivering tailored advice, and achieving sustainable growth within a structured and professional environment.
Key Responsibilities
Client Relationship Management
- Build networks and develop client relationships within the UAE market.
- Understand client needs and objectives.
- Deliver suitable and effective financial solutions.
- Engage confidently in diverse social and professional settings.
Advisory Services
- Deliver clear, high-quality financial guidance.
- Provide tailored financial advice to clients.
- Maintain a professional approach to client engagement and advisory services.
Product & Service Delivery
- Advise on savings and investment products.
- Advise on commercial insurance solutions.
- Advise on employee benefits.
- Advise on life insurance solutions.
- Advise on personal lines insurance, including motor and home.
Qualifications & Experience
- Minimum three years' client-facing experience in wealth management or life insurance advisory.
- Proven experience in financial services, investment advisory, or insurance sales.
- Ideally currently operating within the Dubai market.
- UAE Resident.
Skills & Competencies
- Strong relationship-building and networking skills.
- Professional approach to client engagement and advisory services.
- Ability to deliver clear, high-quality financial guidance.
- Fluent in English with the ability to engage confidently in diverse social and professional settings.
Additional Information
- Structured mentorship provided by experienced Sales Managers.
- In-house Training & Development team support in achieving Chartered Insurance Institute (CII) qualifications.
- Pathway toward Sales Management and long-term career progression.
- Support from a highly experienced administrative and operational team.