Senior Financial Strategist

2 hours ago


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

Empowering Women in Business


We are seeking a talented and ambitious Wealth Manager to join our team at Wimbledon Wealth.


About Us:


At Wimbledon Wealth, we pride ourselves on fostering an inclusive environment where women can thrive in their financial journeys. Our firm is led by visionary CEO Sophia, who is deeply involved in women's business groups and networking.


Role Overview:


As a Senior Financial Strategist, you will play a critical role in advising and guiding our clients, with a focus on supporting women entrepreneurs and professionals. You will work closely with Sophia to create tailored financial strategies that align with our clients' unique goals and aspirations.


Key Responsibilities:



  • Craft and implement personalized financial plans for women entrepreneurs and professionals.
  • Conduct insightful portfolio reviews and offer strategic investment advice.
  • Build and nurture strong client relationships with a focus on empowerment and trust.
  • Stay updated on market trends and financial opportunities relevant to women in business.
  • Collaborate with Sophia and a team of experts to deliver exceptional client service.

What We Offer:


A competitive salary of $80,000 per year, plus performance-based incentives.


Opportunities for professional growth and leadership development.


A supportive and inclusive work environment.


Access to cutting-edge financial tools and resources.


Qualifications:


Proven experience as a Wealth Manager or a similar role in financial services.


Strong understanding of financial markets and investment strategies.


Excellent communication and interpersonal skills.


A client-focused mindset with a commitment to empowering women.


Relevant financial certifications are a plus.


How to Apply:


If you are passionate about supporting women in finance and want to be part of a team making a difference, send your CV and cover letter to us.



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