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Mondial (Dubai) LLC
Suite 110, Pinnacle Building
Al Barsha 1, Sheikh Zayed Road
Po Box 50060, UAE
Landmark - IBIS Hotel Al Barsha 1
Phone: +971 4 399 6601
Fax: +971 4 399 6721
Email: info@mondialdubai.com

Financial Adviser

Advisers are trained to follow the PRISD formula, of advising clients on:
P- Protection issues.
R- Retirement Planning issues
I- Investment issues
S- Savings issues.
D- Debt issues.

Advisers are expected to pass the following internal exams from the “Mondial Academy”:

  • An Introduction to Products
  • The sales process
  • Managing Client Expectations
  • The Financial Calculator
  • The Investment Blue Book
  • Advisers will be expected to pass the following external modules: TO BE ANNOUNCED, LOCAL REGULATORY CHANGES EXPECTED SOON.
 

Helicon plus

This is a service designed for discerning investors. The service is based on providing three levels of investor assistance.


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