Executive Financial Consultant
1 day ago
Role Overview:
We are seeking a highly skilled Executive Financial Consultant to join our team at Click and Connect Online Limited. As an experienced financial professional, you will be responsible for evaluating the financial performance and product suitability for each retail client.
In this role, you will leverage your analytical acumen to provide recommendations and advice to clients, utilizing platforms such as Zoom, MS Teams, telephone, or occasional in-person meetings. Your primary objective will be to cultivate new clientele and generate fresh business opportunities.
Key Responsibilities:
- Conduct thorough client portfolio reviews and provide expert recommendations where necessary
- Prepare comprehensive client documentation based on these recommendations
Requirements:
- Minimum Level 4 qualification
- Transferable Client Base and Assets Under Management (AUM) 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
Remuneration:
This highly competitive position offers a remunerative package, including:
- A competitive retainer and uncapped fee structure
- A company health scheme
- Generous bonuses for high performers
Estimated Salary: AED 15,000 Monthly + Commission
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