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Financial Advisor Dubai UAE
1 week ago
About Our Company:
Click And Connect Online Limited is a renowned wealth management firm based in Dubai, offering a wide range of services and products to cater to the unique needs of each client. Our mission is to provide personalized financial solutions that ensure our clients' financial wellbeing and growth.
Job Overview:
We are seeking an Alternative Investment Advisor to join our team. The successful candidate will be responsible for providing expert financial advice and personalized investment strategies to clients, leveraging digital tools and interactive platforms for a seamless advisory experience.
Key Accountabilities:
- Client Relationship Building: Build and maintain strong relationships with clients, understanding their financial goals, risk tolerance, and investment preferences.
- Financial Planning Services: Develop comprehensive financial plans tailored to each client's needs, including retirement planning, tax optimization, estate planning, and more.
- Investment Product Selection: Select and recommend suitable investment products and services from our range of offerings.
- Market Research: Conduct research on global financial markets, economic trends, and investment opportunities to stay informed.
- Digital Communication: Utilize interactive platforms and digital tools to communicate with clients, conduct virtual meetings, and provide real-time investment updates.
- Regulatory Compliance: Ensure all advisory activities comply with regulatory standards and company policies.
- Client Education: Educate clients on various financial products, market trends, and investment strategies to empower them to make informed decisions.
Requirements:
- Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field. A Master's degree or professional certifications (e.g. CFA, CFP) is a plus.
- Experience: Minimum of 3-5 years of experience in investment advisory or wealth management, preferably within the UAE market.
- Skills: Strong analytical and quantitative skills. Excellent communication and interpersonal skills. Proficiency in using digital tools and interactive platforms. Ability to work independently and as part of a team.
- Knowledge: In-depth understanding of financial markets, investment products, and regulatory requirements in the UAE.
- Language: Fluency in English is required.
