Financial Services Expert
5 days ago
Job Overview: Click And Connect Online Limited seeks a skilled Financial Services Expert to represent their international organization in the UAE. As a key member of our team, you will be responsible for providing expert financial guidance to clients, helping them achieve their financial objectives.
Responsibilities:
- Build and maintain strong relationships with clients, understanding their unique financial needs and goals.
- Conduct comprehensive financial assessments, identifying areas for improvement and developing strategies for growth.
- Develop and implement tailored financial plans, including investment, retirement, and tax planning strategies.
- Monitor clients' financial progress, adjusting plans as necessary to ensure optimal results.
Requirements:
- Minimum 5 years of experience as a Financial Advisor in the wealth management industry.
- Industry-leading qualifications such as CFP, CFA, or other relevant certifications.
- A transferable client base and AUM over 5 million AUM.
- Excellent communication and interpersonal skills.
- Strong analytical and problem-solving abilities.
- Ability to work independently and as part of a team.
About Us: Our company values collaboration, innovation, and excellence, and we strive to create a supportive work environment that fosters growth and success.
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