IFA / Financial Consultant / Wealth Manager

Company Description

Nexus Insurance Brokers LLC, part of the Nexus Group, is the largest financial advisory business in the GCC region, providing a comprehensive range of insurance, savings, and investment products. Established in 2006, Nexus operates in Dubai, Abu Dhabi, Qatar, Lebanon, Bahrain, Kuwait, and Singapore. With over 400 qualified professional consultants and more than 160 dedicated support staff, Nexus delivers tailored solutions from leading international and domestic financial and insurance providers. The company emphasizes professional, quality service and is regulated for life insurance, savings plans, group medical and life programs, and various classes of commercial insurance.

Role Description

This is a full-time hybrid role as an IFA / Financial Consultant / Wealth Manager, based in Dubai with some work from home flexibility. The role involves offering financial planning services, managing investments, and providing insurance solutions to clients. Daily tasks include assessing clients’ financial needs, developing customized financial strategies, monitoring investment portfolios, and recommending appropriate insurance and investment products. The role requires maintaining up-to-date knowledge of financial markets and products to ensure clients receive optimal advice and support.

Qualifications

• Financial Planning and Finance skills
• Investment Management and Investments skills
• Insurance knowledge and experience
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Bachelor's degree in finance, Economics, Business, or a related field
• Relevant certifications such as CFP, CFA, or similar are advantageous
• Experience in the GCC region is a plus