Senior Financial Consultant
4 weeks ago
**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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