Financial Services Expert

5 days ago


Abu Dhabi, Abu Dhabi, United Arab Emirates Click And Connect Online Limited Full time

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:

  1. Minimum 5 years of experience as a Financial Advisor in the wealth management industry.
  2. Industry-leading qualifications such as CFP, CFA, or other relevant certifications.
  3. A transferable client base and AUM over 5 million AUM.
  4. Excellent communication and interpersonal skills.
  5. Strong analytical and problem-solving abilities.
  6. 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.



  • Abu Dhabi, Abu Dhabi, United Arab Emirates Client of Talentmate Full time

    Job Description:The Client Advisor will provide personalized financial advice and services to clients, analyzing their goals and recommending investment strategies. They must have strong financial knowledge and excellent communication skills to build and maintain client relationships.Responsibilities:Understand clients' financial objectives and develop...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates Bayut | dubizzle Full time

    Job OverviewWe are looking for a skilled Financial Services Expert to join our team at Bayut | dubizzle. In this role, you will be responsible for maintaining relations with showrooms and dealers in the market so they can use our bank evaluations service.Main Responsibilities:Explain policy information to consumers, educating them on products that best suit...

  • Financial Expert

    5 days ago


    Abu Dhabi, Abu Dhabi, United Arab Emirates NMC Royal Khalifa City Full time

    We are seeking an experienced Financial Expert to join our team at NMC Royal Khalifa City. As a key member of our Finance Shared Services department, you will play a pivotal role in managing and optimizing our financial processes.ResponsibilitiesOversee and manage complex accounts payable and accounts receivable, General Ledger transactions, ensuring timely...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates Independent Resourcing Consultancy Ltd Full time

    Independent Resourcing Consultancy Ltd is seeking a highly skilled Financial Services Consultant to join our team in Abu Dhabi or Dubai UAE.We represent an International leading Wealth Management firm that is looking for an experienced and qualified individual to provide expert financial advice to clients.The ideal candidate will have at least 5 years of...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates The Citco Group Limited Full time

    About The Citco Group LimitedWe are the market leader in our field, providing premier asset servicing solutions since 1948. Our pioneering spirit drives innovation and expansion, shaping the future of the industry.Job Description:Key Responsibilities:Prepare periodical financial reporting for Institutional clients, including Net Asset Value determination and...

  • Financial Expert

    5 days ago


    Abu Dhabi, Abu Dhabi, United Arab Emirates CARDIFF GENERAL TRANSPORT - L.L.C Full time

    Job DescriptionWe are seeking a highly skilled Financial Expert to join our team at Cardiff General Transport - L.L.C. As a key member of our finance department, you will be responsible for overseeing financial activities, managing budgeting and reporting, ensuring compliance, and leading the finance team with strong analytical and leadership skills.The...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates Agility Full time

    Agility is seeking a highly skilled Financial Markets Expert to join our team.This role involves providing expert analysis and advice on financial markets and instruments, developing and implementing strategies to optimize returns, and managing relationships with key stakeholders.Your Responsibilities:Provide expert analysis and advice on financial markets...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates First Abu Dhabi Bank Full time

    Are you an ambitious and results-driven individual looking for a challenging role? Do you have a passion for delivering exceptional customer service and contributing to business growth? If so, we want to hear from you! As a Financial Services Advisor, you will be responsible for providing expert advice to customers on financial products and services,...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates Abroad Work Full time

    Job ResponsibilitiesMaintain accurate financial records and ensure compliance with applicable laws and regulations.Prepare financial reports that provide insightful analysis and recommendations for business growth.Analyze financial data to identify trends and opportunities for cost savings.Reconcile accounts and prepare tax returns in a timely and accurate...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates Unison Consulting Full time

    Financial Services IT ExpertWe are seeking an experienced IT professional to join our team as a Murex integration specialist.About the RoleThis is an exciting opportunity to work on high-profile projects and contribute to the success of our clients.ResponsibilitiesThe successful candidate will be responsible for:Designing, developing, and implementing Murex...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates MPH Consulting Services Full time

    We are seeking a highly skilled Budgeting and Forecasting Expert to join our team at MPH Consulting Services.About the RoleThis is an exciting opportunity for a motivated individual to work on high-profile projects in Abu Dhabi, UAE. As a Budgeting and Forecasting Expert, you will be responsible for developing and maintaining budgets and forecasts to support...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates VERA Security, Inc. Full time

    **Role Overview**We are seeking a highly skilled Business Finance Expert to join our Corporate Banking team. The ideal candidate will have expertise in financial reporting, budgeting, and forecasting.


  • Abu Dhabi, Abu Dhabi, United Arab Emirates Agility Logistics Full time

    Agility Logistics is seeking a highly experienced Financial Modeling Expert to join our finance team. In this role, you'll be responsible for developing and maintaining complex financial models to evaluate business opportunities and support valuations.Your Key Responsibilities:Financial ModellingDevelop and maintain complex financial models using advanced...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates Tadweer Group Full time

    About Tadweer GroupWe are a leading organization in the field of corporate finance, seeking a highly experienced Financial Management Expert to join our team.Job OverviewThe ideal candidate will have a strong background in financial management, including expertise in financial modeling, risk management, and M&A transactions.Key ResponsibilitiesDevelop and...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates DELTA Wealth Partners Full time

    We are seeking a highly skilled Financial Modeling Expert to join our team at DELTA Wealth Partners. As a key member of our investment team, you will be responsible for creating complex financial models that drive investment decisions.You will have the opportunity to work with a wide range of technologies, including AI, fintech, and deep tech. You will also...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates Star Services LLC Full time

    Job Title: Budget AnalystAbout Star Services LLC:We are a dynamic organization seeking a skilled Budget Analyst to join our team. The ideal candidate will have excellent analytical skills, strong communication abilities, and experience in financial planning and reporting.Responsibilities:Analyze project budget reports and identify areas for cost...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates First Abu Dhabi Bank Full time

    As a Financial Operations Expert - Wealth Management, you will play a critical role in ensuring the smooth operation of investment services. Your responsibilities will include verifying that operational activities are executed within allotted timelines and budgets, conducting regular operational reviews and audits, and providing guidance to staff in...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates Star Services LLC Full time

    Budget Analyst Job Summary:This role is responsible for providing high-level support in financial planning, budgeting, and analysis. The successful candidate will have strong analytical skills, excellent communication abilities, and experience in financial reporting and compliance.Key Accountabilities:Develop and implement effective budget strategies.Monitor...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates Century Financial Full time

    Job DescriptionOrganization Overview:Century Financial is one of the UAEs pioneering financial services company specializing in investments and trading in financial instruments like currencies, indices, shares, commodities, treasuries, and ETFs, along with exchange-traded derivatives.Role Overview:As a Relationship Manager, one needs to have an exceptional...


  • Abu Dhabi, Abu Dhabi, United Arab Emirates Illinois CPA Society Full time

    We are looking for a compliance and financial management expert to join our team at an Abu Dhabi based multi-asset investment firm. This is a unique opportunity to work with a dynamic team that invests across all sectors, focusing on Europe and the US.The successful candidate will be responsible for the preparation of financial statements, analysis of...