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Financial Planning Professional
1 week ago
About Us
At Click and Connect Online Limited, we pride ourselves on delivering expert financial advice and personalized investment strategies to our clients. Our team of professionals works tirelessly to create customized financial plans that meet each client's unique needs.
Job Overview
We are seeking an experienced Financial Planning Professional to join our team. The successful candidate will develop and maintain strong relationships with clients, understanding their financial goals, risk tolerance, and investment preferences.
Main Responsibilities
- Client Engagement: Develop and maintain strong relationships with clients, understanding their financial goals, risk tolerance, and investment preferences.
- Financial Planning: Create comprehensive financial plans tailored to each client's needs, including retirement planning, tax optimization, estate planning, and more.
- Investment Strategy: Develop and implement personalized investment strategies for clients, utilizing a wide range of financial products and services offered by the company.
- Market Analysis: Stay updated with global financial markets, economic trends, and investment opportunities to provide informed advice to clients.
- Digital Interaction: Utilize interactive platforms and digital tools to communicate with clients, conduct virtual meetings, and provide real-time investment updates.
- Compliance: Ensure all advisory activities comply with regulatory standards and company policies.
- Client Education: Educate clients on various financial products, market trends, and investment strategies to empower them to make informed decisions.
Requirements
- Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field. A Master's degree or professional certifications (e.g., CFA, CFP) is a plus.
- Experience: Minimum of 3-5 years of experience in investment advisory or wealth management, preferably within the UAE market.
- Skills: Strong analytical and quantitative skills, excellent communication and interpersonal skills, proficiency in using digital tools and interactive platforms, ability to work independently and as part of a team.
- Knowledge: In-depth understanding of financial markets, investment products, and regulatory requirements in the UAE.
- Language: Fluency in English is required.
What We Offer
- Competitive package with an attractive commission package.
- Comprehensive health and wellness benefits.
- Opportunities for professional growth and development.
- A collaborative and innovative work environment.
- Access to cutting-edge digital tools and platforms.
