Orient Insurance Company

Financial Advisor

Job Description

Role Overview – Orient Insurance Company is hiring a Financial Advisor for a full-time, on-site position based in Dubai. This position is ideal for experienced financial professionals with strong advisory expertise, insurance and investment knowledge, and the ability to provide comprehensive financial guidance effectively, build client relationships, develop financial solutions, support client success, and contribute to organizational growth within a dynamic insurance and financial services organization.

Client Financial Assessment and Needs Analysis – You will assess client financial situations by conducting comprehensive interviews, analyzing financial status, understanding goals, and identifying financial needs. You will evaluate current financial position, assess risk tolerance, and develop deep understanding of client objectives. You will use financial assessments to inform advisory recommendations and solution development.

Insurance Product Knowledge and Recommendations – You will develop comprehensive knowledge of Orient Insurance products by understanding coverage options, policy features, and product benefits. You will recommend appropriate insurance solutions matching client needs and risk profiles. You should be expert in insurance products and coverage options supporting client protection.

Investment and Wealth Management Advisory – You will provide investment advisory by recommending investment strategies, discussing asset allocation, and supporting wealth management objectives. You will understand investment options, evaluate investment suitability, and support long-term wealth building. You should provide knowledgeable investment guidance aligned with client goals.

Client Relationship Building and Management – You will build strong client relationships by understanding client needs, providing excellent service, and maintaining regular contact. You will develop client trust, support client success, and identify additional financial needs. You should be relationship-focused and client-centric in all interactions.

How to Apply:

Send your updated CV to orient@alfuttaim.com. Please highlight your financial advisory experience, specific examples of successful client advisory relationships and financial plans developed, your expertise in insurance products and investment advisory, demonstrated sales and client acquisition success, relevant financial certifications or professional credentials, proficiency with financial planning tools and CRM systems.

About the Company:

Orient Insurance Company is a professional insurance and financial services organization operating in Dubai with a strong commitment to client success, financial excellence, and trusted advisory relationships. The company is seeking experienced financial professionals who bring proven financial advisory expertise and strong client track record, comprehensive knowledge of insurance products and investment solutions, demonstrated success in client relationship building and advisory services, strong communication and financial analysis capabilities, professional financial certifications and credentials, and dedication to providing comprehensive financial guidance that enables client financial success, supports informed decision-making, and builds lasting advisory relationships in the competitive Dubai insurance and financial services market.

Experience

3 Years

Required Qualification

Bachelor in Relevant field

Requires Traveling:

No

Salary

7000 - 8000 AED

Salary Type

Per Month

Total Vacancies

1

Skills

planningdevelopmentplacementpurchasepolicy issuancedocumentationpolicy implementationretirement planningretirementfundamentalsportfolio analysisperformanceoptimizationportfolioportfolio managementrisk managementregulatorycomplianceregulationsstandardsrequirementsenvironmentpresentationeducationclient supportconceptseducatorbusiness developmentclient presentationsfocusresearchfinancial marketsmonitororganizingtrackingdataprotectionlearningtrainingindustrypartnershipsproblem resolutionclient satisfactiontechnologyutilizationclient managementdigitalplatformsfinancecollaborationcustomer serviceoperationssharingservice deliveryteaminvestment advisorinvestment productsneeds assessmentrelationship managementverbalwritten communicationfinancial productsfluentenglisharabicbusinessbusiness economicsfieldreliabilityorientationinsurancecompanyhiringfinancial advisordubaiadvisoryinvestmentbuildclientsolutionssupportdynamicfinancial servicesassessmentanalysiscurrentriskinformproductoptionsbenefitsexpertwealth managementinvestment advisoryinvestment strategiesassetallocationwealthbuildingrelationship buildingmanagementprovidingservicetrustfinancial advisorysalesclient acquisitionprofessionalfinancial planningtoolsorganizationoperatingclient relationshipadvisory servicescommunicationfinancial analysismarket