Financial Services Professional

4 days ago


Dubai, Dubai, United Arab Emirates ClickJobs Full time
Private Client Financial Advisor

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.
Requirements:
  • 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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