Financial Services Professional

1 week ago


Dubai, Dubai, United Arab Emirates Click And Connect Online Limited Full time
Job Summary

Click And Connect Online Limited is seeking a highly skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for evaluating the financial performance and product suitability for each retail client, articulating advice and recommendations persuasively, and cultivating new clientele and generating fresh business opportunities.

Key Responsibilities
  1. Client Portfolio Management: Conduct thorough reviews of client portfolios and provide recommendations where necessary.
  2. Client Documentation: Prepare client documentation based on these recommendations.
Requirements
  1. Qualifications: Minimum Level 4 qualification.
  2. Transferable Client Base: Transferable client base and assets under management in the UAE.
  3. Education and Experience: Graduate-level education or equivalent life/work experience.
  4. Communication and Sales Skills: Proficient presentation, communication, and sales skills.
  5. IT Literacy: IT literacy.
  6. Drive for Goal Achievement: Self-starter with a drive for goal achievement.
Benefits

Competitive retainer and uncapped fee structure.

Company health scheme.

Generous bonuses for high performers.



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