عربي

الصفحة الرئيسية وظائف في الامارات وظائف في دبي وظائف Finance Head في دبي تمويل رأس

رئيس قسم الاستشارات المالية

Client of Intelligent Solutions FZ LLC

نشرت على 23 أبريل 2020

10 - 11 سنوات Dubai - United Arab Emirates

بكالوريوس في إدارة الأعمال (الإدارة). أي جنسية

عدد الشواغر 01

الوصف الوظيفي

ايميل الوظيفة
تم إرسال البريد الإلكتروني بنجاح.

About the Company
A leading Insurance Broker is currently looking for an experienced Senior Financial Planner to head their Financial Services department in Dubai.
About the Role
• Has the ability to generate business and act as a Relationship Manager and achieve the Net Profit Growth for the Department.
• Has to maintain good relationship, cultivate and manage objective working relationships with a variety of stakeholders and product providers (FSD) to maintain the Company s contracts and business agreement.
• Has the ability to build rapport and work with individuals and businesses, providing guidance in making budgetary, savings and investment decisions.
• Has the knowledge to learn and study the client s financial situation in developing realistic plans by taking clients view thoroughly and reviewing financial situations.
• Understand complex legal and financial documents and are knowledgeable of financial laws and legal restrictions.
• Manage the Quarterly Investment Portfolio meetings and changes.
• Drive and Manage Client facing campaigns with an aim of at least 1 per quarter.
• Provide Accurate and Reliable Sales Statistics.
• Monitor, Control and Influence sales activities with specific aim to achieve previously determined sales targets and influence product mix and drive persistency.
• Prepare Advisors for regulatory changes and equip them to be competent by attending all power of 3, investment advisor, investment forums and whatever comes to the region.
• Portrays additional career ability in financial consulting, teaching and/or conducting workshops by providing support to internal Advisors and make sure their training is up to required level.
• Deal with client complaints and advise on any Policy related queries and potential Orphan clients.
• Explore methods of Recruitment to grow Sales Force FP Advisors team by identifying the suitable candidates for direct business development Sales Advisors for (FP) and assist in the recruitment process.
• Manage own Growth and Development to increase own competencies.
• Act as the compliance officer for the Financial Planning Department.


مالية / الخزينة

ملخص المرشح المطلوب


• Bachelor s degree in Insurance, Business Administration or equivalent
• Level 4 qualification in CII or CISI / Diploma in FP or equivalent / Chartered preferred.
• Minimum 7 10 years of experience in a similar role
• Ability to Building strong relationships with colleagues, partners and customers and work effectively
• Strong negotiation and communication skills
• Must have prior people management experience
• Strong market & technical acumen and knowledge on DHA & HAAD guidelines
Salary
Salary commensurate based on Candidates experience
Benefits
An excellent bonus scheme and other benefits

الكلمات الرئيسية

HEAD OF FINANCIAL ADVISORY

ابلاغ عن هذه الوظيفة

تنبيه: نوكري غلف فقط منصّة يجمع بين كل من الباحثين عن عمل و أصحاب العمل. ننصح المتقدمين للوظائف التحقق من شرعية أصحاب العمل المحتملين. نحن لا ندعم أي مطالبات لتحويل الأموال و ننصح بشدة ضد الإفصاح عن اي معلومات شخصية أو مالية.و ننصح أيضا زيارة تحذير أمني للمزيد من المعلومات. إذا تشك في أي غش أو احتيال اتصل بنا على abuse@naukrigulf.com

Client of Intelligent Solutions FZ LLC


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الاتصال

الاسم / التعيين:
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موقع الكتروني https://intelligentsolutionshr.com/portfolio-item/head-of-financial-advisory/


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