Ambitious Wealth Manager

1 day ago


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

Click and Connect Online Limited is an independent financial advisory consultancy that prioritizes safeguarding clients' financial futures.

Founded by UK-qualified financial advisers, our firm offers a fresh approach with dynamic energy that sets us apart in the global marketplace.

We aim to equip individuals with key competencies for success in their wealth management careers.

A well-supported selection process ensures we can deliver exceptional service that surpasses competitors.

Our employees are dedicated to gaining knowledge, skills, and expertise required to provide world-class financial planning and wealth management services to expatriates worldwide.

Full support is provided to achieve relevant qualifications, including the highly recognized Level 4 UK financial planning requirements.

Role Overview:

This role is pivotal in driving business growth by sourcing and nurturing new prospects.

The ideal candidate will be a self-starter with initiative and determination to succeed.

Effective communication skills are essential, as they will be responsible for articulating the benefits of our services to potential clients.

Main Responsibilities:

Sourcing new prospects through various mediums

Contacting prospects via telephone to introduce our business and schedule appointments

Promptly following up on company-provided leads and handling them effectively

Managing calendars and diaries to arrange meetings at suitable times

Maintaining relationships with prospects throughout the sales process

Following up with third parties involved in the sales process

Meeting and exceeding company KPIs and targets

Key Requirements:

A solid interest in building or advancing a career in financial services

Willingness to learn and strive for a minimum of Level 4 qualification

High-quality professional communication skills

A success and target-driven mindset

Positive self-motivation

A desire to be part of a firm with a strong reputation and growing global brand

Prior financial services experience is not necessary, but a driven and well-motivated individual is preferred

What We Value:

Fluent English language skills

Proven sales ability and entrepreneurial mindset

Competitive remuneration with exceptional earnings potential for top achievers

Regular incentives, including international conventions

Further potential opportunities to be part of aggressive expansion plans and open new offices globally

Important Note:

Ideally, candidates will have existing Assets Under Management (AUM) or a book of existing clients



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