Financial Services Specialist
1 day ago
Company Overview
">Click and Connect Online Limited is a leading firm in Dubai, specializing in wealth management, retirement planning, business protection, life insurance, education fee plans, UK pensions & transfers, offshore investments, and mortgages. With over 15 years of experience, our team of consultants is highly experienced and follows the established structure and process by Chartered Insurance Institute (CII) and Chartered Institute of Securities and Investments (CISI) in the UK.
We keep abreast of the latest industry developments and international best practices to navigate clients through a wide range of financial products and complex regulatory environments. Our approach is traditionally conservative, maintaining a strong balance between opportunity and risk while enhancing the performance of clients' assets or investments.
Sales and Business Development
- We partner with leading global financial institutions known for their exceptional experience, first-rate market knowledge, and outstanding performance track records.
- Our dedicated administration team supports us up to PA level, ensuring seamless operations.
Job Description
As a Financial Services Specialist, you will work closely with our team to deliver top-notch service to clients. Your key responsibilities will include:
- Identifying and pursuing new business opportunities to expand our client base.
- Developing and maintaining strong relationships with existing clients to enhance our services and increase revenue.
- Collaborating with our in-house Analyst to provide active analysis and portfolio management.
Required Skills and Qualifications
- An ethical, trustworthy, financially sound professional with excellent communication and organizational skills.
- Industry-qualified with aspirations to achieve a minimum of level 4 within 12 months.
- A natural instinct to deliver top-quality service and a strong desire to make a difference in clients' lives and financial well-being.
Benefits
- A competitive salary package reflecting your experience and qualifications.
- Opportunities for career growth and development within our organization.
- A supportive team environment that values collaboration and innovation.
Others
We offer a dynamic and challenging work environment where you can leverage your skills and expertise to drive success. If you are a motivated and results-driven individual looking for a rewarding career, we encourage you to apply.
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