Senior Financial Consultant

1 week ago


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

We are seeking an experienced and qualified Financial Advisor to join our team at Click and Connect Online Limited. As a Financial Advisor, you will be responsible for providing expert financial guidance to our clients, helping them achieve their financial goals and secure their financial futures.

Key Responsibilities:
  • Build and maintain relationships with clients, providing them with expert financial advice and guidance.
  • Conduct thorough financial assessments of clients' current financial situations and future goals.
  • Develop and implement personalized 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.
Requirements:
  • A minimum of 5 years of experience as a Financial Advisor in the wealth management industry.
  • Industry leading qualifications such as CFP, CFA, or other relevant certifications.
  • Transferable client base and AUM.
  • Excellent communication and interpersonal skills.
  • Strong analytical and problem-solving abilities.
  • Ability to work independently and as part of a team.

We offer a competitive package and a supportive and collaborative work environment. If you meet the requirements and are passionate about helping clients achieve their financial goals, we encourage you to apply for this opportunity.



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