Wealth Management Advisor

Company Description

Prosperity Services is dedicated to meeting the diverse wealth management needs of clients who seek expert financial solutions without dedicating extensive time to handling their finances. Backed by experienced professionals, we provide personalized insights and action plans to help stabilize and grow our clients wealth. Known for serving high-net-worth clients, we focus on maximizing financial freedom through efficient strategies. Our mission is to empower clients to achieve their financial goals, including protection, education, retirement, and estate planning, while ensuring their peace of mind and financial security.

Role Description

This is a full-time on-site role for a Wealth Management Advisor at our Dubai/Abudhabi location. The Wealth Management Advisor will be responsible for providing tailored financial planning services, designing and implementing investment strategies, and creating retirement and wealth management plans. The role involves building strong client relationships, researching the financial market, and offering expert advice to help clients meet their long-term financial aims. Ensuring high-quality client service and maintaining industry compliance are key responsibilities.

Qualifications

• Expertise in Financial Planning and Wealth Management Services
• Advanced knowledge of Retirement Planning and Investments
• Strong understanding of Finance systems, strategies, and regulations
• Excellent analytical, problem-solving, and communication skills
• Ability to build trust and cultivate client relationships effectively
• Proficiency in creating tailored financial strategies aligned with individual client goals
• Bachelor's degree in Finance, Economics, Business Administration, or related field (Master's degree or certifications such as CFP are a plus)
• Relevant experience in wealth management or financial advisory roles