Financial Services Expert

1 day ago


Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full time

Company Overview

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Wealth management is a highly rewarding career that requires dedication, expertise and exceptional customer service skills. At Click and Connect Online Limited, we strive to provide our clients with tailored financial solutions, while fostering a collaborative and innovative work environment.

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Salary & Commission

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We offer a competitive remuneration package, including salary and commission, which provides opportunities for top performers to excel and achieve exceptional earnings.

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Job Description

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We are seeking a skilled Wealth Manager to join our team in Dubai. As a Wealth Manager, you will be responsible for assessing and advising on medium to long-term financial objectives, encompassing areas such as Lump Sum Investing, Retirement Planning, Education Fee Funding, Life Insurance, and Estate & Inheritance Tax Planning.

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You will engage directly with clients, providing tailored advice and services that cater to their individual needs and circumstances. Your ability to communicate complex financial concepts in a clear and concise manner will be essential in building strong relationships with our clients.

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Closely collaborating with our marketing, coordination, and paraplanning teams, you will facilitate daily client interactions and contribute to the success of our firm.

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Required Skills & Qualifications

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To succeed in this role, you will need:

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  • A strong interest in pursuing or advancing a career in Financial Services;">
  • A commitment to learning, with a minimum of Level 4 qualification;">
  • Exceptional communication skills and professionalism;">
  • Driven by success and targets;">
  • Highly motivated with a positive outlook;">
  • Fluency in English, proven sales capabilities, and an entrepreneurial spirit.">
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Benefits

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In addition to a competitive remuneration package, we offer:

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Others

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We value individuals who share our passion for delivering exceptional client experiences and contributing to our firm's continued growth and success.

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If you have an established AUM/book of existing clients, this opportunity may be ideal for you.



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