Wealth Management Professional

3 days ago


Abu Dhabi, Abu Dhabi, United Arab Emirates Click And Connect Online Limited Full time

Job Title: Wealth Management Professional

Company Overview:

Click And Connect Online Limited is a leading wealth management firm representing an international organization in the UAE, seeking an experienced and qualified Independent Financial Advisor to join their team.

Job Description:

As a Wealth Management Professional, you will provide expert financial advice to clients, helping them achieve their financial goals and secure their financial futures. Your responsibilities include building and maintaining relationships with clients, conducting thorough financial assessments, developing personalized financial plans, and monitoring clients' progress.

Required Skills and Qualifications:

  1. A minimum of 5 years of experience as a Financial Advisor in the wealth management industry.
  2. Industry-leading qualifications such as CFP, CFA, or other relevant certifications.
  3. A transferable client base and AUM over 5 million AUM.
  4. Excellent communication and interpersonal skills.
  5. Strong analytical and problem-solving abilities.
  6. Ability to work independently and as part of a team.

Benefits:

We offer a competitive package and a supportive, collaborative work environment. 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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