Wealth manager – qatar

OverviewUK-Qualified IFAs Welcome:This role is open to FCA-regulated professionals (Dip PFS, CISI Level 4, CFP) based in the United Kingdom. Most of our clients provide full visa sponsorship, some offer relocation assistance, and guidance on cross-border compliance for international placements.Our client is one of the largest independent award winning financial services and insurance brokers, with over a twenty-two-year pedigree of operations in the Gulf Region. They continue to expand in Qatar, where they have been established since 2008. Qatar is a well-regulated market lending itself to a professional approach to financial advice and service. As a well-established Insurance Brokerage, their client bank reflects Qatar’s population, as does our team of established Financial Consultants – they serve clients in every community. Operating from their prestigious offices in The Palm Tower (Al Dafna), you will offer a full range of life insurance, savings and investment products to their clients, new and existing. Further, you will be able to offer a full range of commercial insurance, employee benefits and personal lines insurance, supported by a first class administration team. Qatar is a fabulous growth market and we are looking for experienced and qualified financial services advisers. You will speak English fluently and be able mix in a variety of social settings. Qatar is a highly regulated market and you will need qualifications, equivalent to a ‘Diploma’ in the UK (a Level 4 qualification), to work there. Their Financial Consultants operate in teams, managed by experienced Sales Managers who are there to help you to network, understand client needs and find the right solutions for each customer.What we are looking forExperienced financial services advisers and consultants, ideally UK CISI level 4 qualified.Ideally already operating in the Qatar market, although we are prepared to help you to relocate to Qatar.You will speak English fluently and be able to mix in a variety of social settings.Required SkillsBe customer service centricBe people focusedBe great at planningBe good at negotiatingBe great at networkingBe a good communicatorHave good time management skillsBe a problem solverHave impeccable integrityHave excellent financial awarenessBe results drivenBe good at business DevelopmentBe focused on sales cultureBe EthicalHave good judgementHave sound financial insightResponsibilitiesProspects, develops and closes new business clientsRemain abreast of market, industry and regulatory developments and develops a personal network to increase knowledgeArrange Client meetings and attend when requiredResolve any escalated complaints and disputes that arise and manage good levels of client serviceContacting clients and arrange in depth meetings with them to best understand their financial goals and aspirations, then generating a proposal to enable them to make an informed decision as to how they can achieve their financial goalsKeep up to date files relating to dealings with customer.Identify Client’s insurance and financial needs and offer advice and how best they can achieve these needsIncrease short-and long-term persistency of the company book of policiesArranging regular meetings with existing customers to review and ensure that their insurance and financial requirements are being met. Are on target to deliver the results required in response to the customers changing needs and financial circumstances.