International Financial Advisor

1 day ago


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

Company Overview

Wealth Manager - Dubai is a pioneering, independent financial advisory consultancy that specializes in safeguarding the financial futures of its clients. Established by UK-qualified financial advisers, this firm stands out in the competitive offshore marketplace with its vibrant energy and innovative approach.

The company's primary aim is to equip its Wealth Managers with the essential skills and knowledge to excel in their careers. It boasts a robust selection process to ensure its team can deliver superior services compared to its competitors. The dedication to professional development is evident, as all team members are encouraged to acquire the knowledge and expertise necessary for providing top-tier financial planning and wealth management services to expatriates across the globe.

Salary

The estimated salary for this role is AED 120,000 per annum, plus commission, making it an attractive opportunity for individuals looking to advance their careers in the field of wealth management.

Job Description

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

You will work closely with marketing, coordination, and paraplanning teams to facilitate daily client interactions. Team members are expected to uphold high standards, with continuous training provided to ensure compliance with both client and company expectations.

Required Skills and Qualifications

To succeed in this role, you should have:



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