Senior Financial Consultant

2 weeks ago


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

Financial Planning Opportunity

Click and Connect Online Limited is seeking a skilled Financial Planner to join our team in Dubai, UAE. As a Financial Planner, you will be responsible for evaluating the financial performance and product suitability for each retail client, articulating advice and recommendations persuasively, and cultivating new clientele and generating fresh business opportunities.

Key Responsibilities:

  • Conduct client portfolio reviews and provide recommendations where necessary.
  • Prepare client documentation based on these recommendations.
  • Cultivate new clientele and generate fresh business opportunities.

Requirements:

  • Minimum Level 4 qualification.
  • Transferable Client Base and Assets Under Management (AUM) in the UAE.
  • Graduate-level education or equivalent life/work experience.
  • Proficient presentation, communication, and sales skills.
  • IT literacy.
  • Self-starter with a drive for goal achievement.

Remuneration:

  • Competitive retainer and uncapped fee structure.
  • Company health scheme.
  • Generous bonuses for high performers.


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