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Financial Planner

2 months ago

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

Job Summary:

Click and Connect Online Limited is seeking a highly skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for evaluating the financial performance and product suitability for each retail client, articulating advice and recommendations persuasively, and cultivating new clientele and generating fresh business opportunities.

Key Responsibilities:

  • Conduct client portfolio reviews and provide recommendations where necessary.
  • Prepare client documentation based on these recommendations.
  • Develop and implement financial plans to meet clients' goals and objectives.
  • Cultivate new clientele and generate fresh business opportunities.
  • Stay up-to-date with industry trends and developments to provide expert advice to clients.

Requirements:

  • Minimum Level 4 qualification in a relevant field.
  • Transferable client base and assets under management in the UAE.
  • Graduate-level education or equivalent life/work experience.
  • Proficient presentation, communication, and sales skills.
  • IT literacy.
  • Self-starter with a drive for goal achievement.

Benefits:

  • Competitive retainer and uncapped fee structure.
  • Company health scheme.
  • Generous bonuses for high performers.

Work Environment:

Remote work is not available for this position.