Senior Financial Advisor

4 days ago


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

Company Overview

Wealth Manager - Dubai. We are a pioneering financial advisory consultancy, renowned for our unwavering dedication to safeguarding the financial futures of our clients.

Established by UK-qualified financial advisers, we distinguish ourselves with our vibrant energy and innovative approach, setting us apart in the competitive offshore marketplace.

Salary

The successful candidate can expect a salary of approximately $120,000 per annum, plus commission.

Job Description

As a Wealth Manager, you will be responsible for assessing and advising on medium to long-term financial objectives for our clients. Your advice will be tailored to their nationality and location, encompassing areas such as Lump Sum Investing, Retirement Planning, Education Fee Funding, Life Insurance, and Estate & Inheritance Tax Planning.

You will collaborate closely with our marketing, coordination, and paraplanning teams to facilitate daily client interactions.

Required Skills and Qualifications

To succeed in this role, you will need:

  • A strong interest in pursuing or advancing a career in Financial Services;
  • A commitment to learning, with all Wealth Managers aspiring to achieve a minimum of Level 4 qualification;
  • Exceptional communication skills and professionalism;
  • Driven by success and targets;
  • Highly motivated with a positive outlook;
  • Fluency in English, proven sales capabilities, and an entrepreneurial spirit.

Benefits

We offer competitive remuneration and exceptional earnings for top performers, along with regular incentives, including international conventions.

There is also the potential for involvement in our ambitious global expansion plans, including the opportunity to open new offices worldwide.



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