Experienced Financial Consultant for Wealth Management

1 month ago


Abu Dhabi, Abu Dhabi, United Arab Emirates Click and Connect Online Limited Full time

As a leading wealth management firm in Abu Dhabi and Dubai, UAE, we are seeking an experienced and qualified Financial Advisor to join our team.

The ideal candidate will have a minimum of 5 years of experience as a Financial Advisor in the wealth management industry, with industry-leading qualifications such as CFP, CFA, or other relevant certifications. A transferable client base and AUM over 5 million is also required.

Key Responsibilities
  • Build and maintain relationships with clients, providing expert financial advice and guidance.
  • Conduct thorough financial assessments of clients' current financial situations and future goals.
  • Develop and implement personalised 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.

We offer a competitive salary of AED 250,000 per annum, as well as a supportive and collaborative work environment. If you meet the above requirements and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.



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