Experienced Financial Consultant Wanted

2 weeks ago


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

Job Opportunity: We are seeking a highly skilled and experienced Financial Advisor to join our team at Click and Connect Online Limited.

About the Role: As a Financial Advisor, you will be responsible for providing expert financial guidance to clients, helping them achieve their financial goals and secure their financial futures.

Key Responsibilities:

  • Client Relationship Management: Build and maintain strong relationships with clients, providing them with personalized financial advice and guidance.
  • Financial Assessments: Conduct thorough financial assessments of clients' current financial situations and future goals.
  • Financial Planning: Develop and implement tailored financial plans for clients, including investment, retirement, and tax planning strategies.
  • Financial Monitoring: Monitor clients' financial progress and adjust plans as necessary.
  • Industry Knowledge: Stay up-to-date with industry trends and regulations to ensure compliance and provide the best possible service to clients.

Requirements:

  • Experience: A minimum of 5 years of experience as a Financial Advisor in the wealth management industry.
  • Qualifications: Industry-leading qualifications such as CFP, CFA, or other relevant certifications.
  • Client Base: A transferable client base with AUM over 5 million.
  • Skills: Excellent communication and interpersonal skills, strong analytical and problem-solving abilities, and the ability to work independently and as part of a team.

What We Offer: A competitive package and a supportive and collaborative work environment.



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