Senior Financial Planning Professional

9 hours ago


Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full time
Job Title: Senior Financial Planning Professional

Location: Dubai

About the Role

We are seeking an experienced and qualified Senior Financial Planning Professional to join our team in Dubai.

Key Responsibilities:
  • Provide expert financial advice to clients, helping them achieve their financial goals and secure their financial futures.
  • Conduct thorough financial assessments of clients' current financial situations and future goals.
  • Develop and implement personalized financial plans for clients, including investment, retirement, and tax planning strategies.
  • Maintain relationships with clients, providing ongoing financial guidance and support.
Requirements:
  • A minimum of 5 years of experience as a Financial Advisor in the wealth management industry.
  • Industry leading qualifications such as CFP, CFA, or other relevant certifications.
  • Transferable client base and AUM.
  • Excellent communication and interpersonal skills.
  • Strong analytical and problem-solving abilities.
Benefits:

We offer a competitive package, including a supportive and collaborative work environment. If you meet the above requirements and are passionate about helping clients achieve their financial goals, we encourage you to apply for this opportunity.

The estimated salary for this role is approximately 120,000 - 180,000 per annum, depending on experience.



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