FINANCIAL CONSULTANT – QATAR

Join a Leading Financial Services and Insurance Broker in Qatar

Our client is one of the largest independent, award-winning financial services and insurance brokers in the Gulf region, with over 22 years of operational experience. They have been established in Qatar since 2008 and continue to expand within this well-regulated and professionally driven market.

About The Opportunity

Based in prestigious offices in West Bay, you will provide a full suite of financial and insurance solutions to a diverse client base that reflects Qatar’s international population.

You will be part of a collaborative team of Financial Consultants, supported by experienced Sales Managers who will assist you in building networks, understanding client needs, and delivering tailored financial solutions.

Please note: This opportunity is strictly suited to experienced financial services, investment, or insurance sales professionals.

Products & Services

• Life insurance solutions
• Savings and investment products
• Commercial insurance
• Employee benefits
• Personal lines insurance (including motor and home)
  
  

All services are supported by a first-class administrative and operational infrastructure.

Candidate Profile

Experience & Qualifications

• Experienced financial services adviser or consultant
• UK CISI Level 4 qualification (or equivalent) required due to regulatory standards
• Ideally already operating within the Qatar market, though relocation support is available
• 2–3 years’ experience in an independent financial advisory or brokerage environment
• Chartered Insurance Institute (CII) qualifications are advantageous
  
  

Key Attributes

• Fluent in English with strong interpersonal and networking skills
• Confident communicator with the ability to engage in a variety of social and professional settings
• Self-motivated with the ability to work independently
• Strong business development and lead generation capability
  
  

Required Skills

• Customer-focused and relationship-driven approach
• Strong planning, negotiation, and networking abilities
• Excellent time management and organisational skills
• Problem-solving mindset with sound financial judgement
• High level of integrity and ethical standards
• Strong financial awareness and commercial insight
• Results-driven with a focus on sales performance
• Strong business development capability
• Ethical and professional approach to client advisory
  
  

Key Responsibilities

• Prospect, develop, and close new business opportunities
• Build and maintain a strong personal and professional network
• Arrange and attend client meetings to understand financial goals and objectives
• Develop tailored financial proposals aligned with client needs
• Maintain accurate and up-to-date client records
• Provide ongoing service and regular reviews for existing clients
• Stay informed on market, regulatory, and product developments
• Communicate new opportunities and regulatory changes to clients
• Liaise with head office, providers, and professional intermediaries such as accountants and solicitors
• Ensure compliance with all regulatory and company standards
  
  

Compensation & Benefits

• Unlimited earning potential with a strong commission structure
• Fully funded back-office and administrative support
• Visa sponsorship, medical cover, and life insurance
• Opportunity to obtain Chartered Insurance Institute (CII) qualifications at no cost
• Continuous training and development through a dedicated Learning & Development team
• Attractive incentives, including international conventions and rewards
  
  

Additional Requirements

To be considered, candidates should demonstrate:

• UK Level 4 CISI Investment Advisor Diploma
• Strong drive and ambition to succeed
• Proven relationship-building and networking ability
• Customer-centric mindset
• Flexible and adaptable working style
• Existing client bank is advantageous but not essential
  
  

Additional Information

Applicants should have a minimum of three (3) years’ client-facing experience in wealth management or life insurance advisory, along with recognised investment qualifications (e.g. CISI, CII, or equivalent).

This is a performance-driven, client-facing role focused on business development, relationship management, and long-term growth within a regulated international financial services environment.

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