Financial Advisor
Skills
About This Role
Company Description
Orient Insurance Company, established in 1982 as part of the Al-Futtaim Group, is a leading provider in the UAE insurance market.
With a paid-up capital of AED 500 Million—the highest in the UAE insurance industry—it offers both personal and commercial line insurance products.
Headquartered in Dubai, Orient Insurance operates through an extensive branch network in the UAE, Oman, and Bahrain.
The company has earned ISO 9001 Quality Management Certification and top ratings from AM Best (‘a+’) and Standard & Poor's (‘A Strong’), making it the only UAE insurance provider with such high combined ratings.
With a commitment to quality and growth, it serves a diverse clientele across the region.
Role Description
This is a full-time on-site role for a Financial Advisor located in Abu Dhabi.
The Financial Advisor will assess clients' financial needs, offer customized financial planning, and provide advice on investments, retirement planning, and insurance solutions.
Key responsibilities
include analyzing financial data, recommending strategies to meet short- and long-term financial goals, and maintaining strong client relationships to support their financial well-being.
Qualifications
- Proficiency in Financial Planning and Financial Advisory to guide clients effectively
- Strong expertise in Finance and Investments to develop tailored financial strategies
- Experience in Retirement Planning to assist clients with long-term financial goals
- Exceptional interpersonal and communication skills
- Ability to work independently and collaboratively in a client-focused environment
- Bachelor’s degree in Finance, Business Administration, or a related field
- Relevant certifications such as CFA, CFP, or equivalent are an advantage
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