Senior Wealth Management Consultant

4 weeks ago


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

We are seeking a highly experienced Senior Wealth Management Consultant to join our team in Dubai. As an expert in wealth management, you will be responsible for providing tailored financial advice to our clients, helping them achieve their long-term financial objectives.

With a minimum of 5 years of experience as a Financial Advisor in the wealth management industry, you will possess industry-leading qualifications such as CFP, CFA, or other relevant certifications.

Key Responsibilities:

  • BUILD AND MAINTAIN RELATIONSHIPS WITH CLIENTS, PROVIDING THEM WITH EXPERT FINANCIAL ADVICE AND GUIDANCE
  • CONDUCT THOROUGH FINANCIAL ASSESSMENTS OF CLIENTS' CURRENT FINANCIAL SITUATIONS AND FUTURE GOALS
  • DEVELOP AND IMPLEMENT PERSONALIZED FINANCIAL PLANS FOR CLIENTS, INCLUDING INVESTMENT, RETIREMENT, AND TAX PLANNING STRATEGIES
  • MONITOR CLIENTS' FINANCIAL PROGRESS AND ADJUST PLANS AS NECESSARY

You will also be required to stay up-to-date with industry trends and regulations to ensure compliance and provide the best possible service to clients.

In return, we offer a competitive package, including a salary of around AED 250,000 per annum, as well as a supportive and collaborative work environment.


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