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Financial Services Professional

2 months ago

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

At Click and Connect Online Limited, we are seeking a highly skilled and experienced Independent Financial Advisor to join our team in Dubai.

About the Role:

  • 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.
  • Monitor clients' financial progress and adjust plans as necessary.
  • Stay up-to-date with industry trends and regulations to ensure compliance and provide the best possible service to clients.

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.
  • Ability to work independently and as part of a team.

What We Offer:

  • A competitive package.
  • A supportive and collaborative work environment.

We are looking for a motivated and experienced Independent Financial Advisor who is passionate about helping clients achieve their financial goals. If you meet the above requirements, we encourage you to apply for this exciting opportunity.