Wealth Consultant

BRICKS SOLUTIONS FINANCIAL CONSULTANCY • dubai, dubai • Posted July 10, 2026

Position Overview

            Responsibilities Acquire new clients through referrals, networking, digital marketing leads, and business development initiatives. 
Conduct detailed financial need analysis to understand clients' financial goals, risk appetite, investment horizon, and protection requirements. 
Advise clients on Mutual Funds, SIPs, Dollar Investments, Life Insurance, and Term Insurance solutions. 
Recommend suitable investment strategies for wealth creation, retirement planning, children's education, and long‑term financial goals. 
Promote Dollar Investment opportunities including global investment plans, USD‑denominated savings solutions, and international wealth accumulation strategies. 
Educate clients on the benefits of investing in global markets and diversifying portfolios through dollar‑based investments. 
Design customized financial plans that combine investment growth and financial protection. 
Conduct regular portfolio revi...
        