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Wealth Management Trainee Partner

2 months ago


Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full time

Company Overview

Click and Connect Online Limited is a leading provider of wealth management services, catering to the expatriate community globally. Our client is a prestigious member of the FTSE 100, managing over 150 Billion GBP in Client Funds Under Management.

Job Summary

We are seeking a seasoned financial adviser to join our team as a Trainee Wealth Management Partner. The successful candidate will be responsible for providing high-quality wealth management advice to clients, building long-term relationships, and contributing to the growth of our business.

Key Responsibilities

  • Develop and implement comprehensive wealth management strategies for clients
  • Build and maintain strong relationships with clients, understanding their financial goals and objectives
  • Provide expert advice on investment management, risk assessment, and portfolio optimization
  • Collaborate with internal teams to deliver exceptional client experiences
  • Stay up-to-date with industry trends, regulatory changes, and best practices in wealth management

Requirements

  • Degree-holder and industry-qualified in a relevant field
  • Proven track record in business networking and sales
  • Exceptional communication and interpersonal skills
  • Ability to work in a fast-paced environment and adapt to changing priorities
  • Strong analytical and problem-solving skills

What We Offer

  • Comprehensive training and development opportunities
  • Competitive compensation and benefits package
  • Opportunities for career growth and professional development
  • Collaborative and dynamic work environment

How to Apply

If you are a motivated and ambitious individual with a passion for wealth management, please submit your application.