Senior Financial Consultant

4 weeks ago


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

**Role Overview**

As a Senior Financial Consultant at Click and Connect Online Limited, you will be responsible for managing a portfolio of over 10,000 clients, providing expert financial advice and guidance to help them achieve their financial goals.

**Key Responsibilities**

  • Conduct thorough client portfolio reviews to identify areas for improvement and provide tailored recommendations.
  • Develop and implement effective financial plans to help clients achieve their objectives.
  • Build and maintain strong relationships with clients, providing exceptional customer service and support.
  • Collaborate with internal teams to ensure seamless delivery of financial services.

**Requirements**

  • Minimum Level 4 qualification in a relevant field.
  • Transferable client base and assets under management in the UAE.
  • Graduate-level education or equivalent life/work experience.
  • Excellent communication, presentation, and sales skills.
  • IT literacy and proficiency in relevant software applications.

**Benefits**

  • Competitive retainer and uncapped fee structure.
  • Company health scheme and generous bonuses for high performers.


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