Expert Financial Consultant for Abu Dhabi and Dubai
9 hours ago
Company Overview
We are Click and Connect Online Limited, a leading wealth management firm based in the UAE. Our team is passionate about helping clients achieve their financial goals.
Salary
The estimated salary for this role is AED 250,000 per annum, plus a competitive package.
Job Description
As an Independent Financial Advisor, you will be responsible for providing expert financial advice to clients, helping them to achieve their financial objectives and secure their financial futures.
You will conduct thorough financial assessments of clients' current financial situations and future goals, developing and implementing personalized financial plans that include investment, retirement, and tax planning strategies.
Required Skills and Qualifications
To succeed in this role, you will need:
- A minimum of 5 years of experience as a Financial Advisor in the wealth management industry.
- Industry-leading qualifications such as CFP, CFA, or other relevant certifications.
- Transferable client base and AUM over 5 million AUM.
- Excellent communication and interpersonal skills.
- Strong analytical and problem-solving abilities.
- Ability to work independently and as part of a team.
Benefits
In addition to the competitive package and supportive work environment, we offer:
- Ongoing training and professional development opportunities.
- Access to industry-leading tools and technology.
- A collaborative and dynamic team culture.
Others
If you meet the above requirements and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.
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