Financial Services Professional
4 days ago
At ClickJobs, we're seeking a skilled Private Client Financial Advisor to join our team. As a trusted advisor, you'll work closely with affluent clients to understand their investment and lending needs, providing comprehensive financial planning and guidance to help them achieve their goals.
Key Responsibilities:- Develop and maintain strong relationships with clients, understanding their objectives and goals, and monitoring progress throughout the financial lifecycle.
- Broaden and deepen client relationships in investment, deposit, and lending, identifying opportunities to grow existing relationships and expand our network.
- Partner with colleagues to implement solutions, leveraging our discovery-based planning tools to uncover new opportunities and develop tailored financial plans.
- Evaluate and analyze client financial information, using your expertise to identify potential risks and opportunities, and develop strategies to mitigate risks and maximize returns.
- Engage with prospects to promote and sell investment products and services, leveraging your knowledge of consumer lending and banking solutions to provide value-added advice.
- Series 7 and 66 (65 and 63), Life Accident & Health licenses.
- CFP or CRC preferred.
- Bachelor's degree or equivalent work experience.
- 5+ years of industry-related experience, with a proven track record of building internal partnerships and driving business growth.
- Excellent oral and written communication skills, with the ability to work effectively in a team-oriented environment.
- Digital literacy and experience with financial planning tools, consumer lending, and banking solutions.
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Financial Services Professional
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Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full timeUnlock Your Potential as a Wealth ManagerWe are seeking a highly motivated and experienced Wealth Manager to join our team at Click and Connect Online Limited. As a Wealth Manager, you will play a crucial role in helping our clients achieve their financial goals and objectives.About the RoleThis is an exciting opportunity for a seasoned financial...
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Financial Services Professional
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Financial Services Professional
3 days ago
Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full time{"h1": "Independent Financial Advisor Opportunity", "p": "We are seeking an experienced and qualified Independent Financial Advisor to join our team at Independent Resourcing Consultancy Ltd. As an Independent Financial Advisor, you will be responsible for providing expert financial advice to clients, helping them to achieve their financial goals and secure...
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Financial Services Professional
3 days ago
Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full time{"h1": "Independent Financial Advisor Opportunity", "p": "We are seeking an experienced and qualified Independent Financial Advisor to join our team at Independent Resourcing Consultancy Ltd. As an Independent Financial Advisor, you will be responsible for providing expert financial advice to clients, helping them to achieve their financial goals and secure...
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Financial Services Professional
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Female Financial Professional
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Financial Services Professional
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