Wealth Management Professional

3 days ago

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

Click And Connect Online Limited is an independent financial advisory consultancy committed to safeguarding their clients' financial future. Founded by UK qualified financial advisers, they offer a fresh approach with dynamic energy that sets them apart in the offshore marketplace.

The main goal at Click And Connect Online Limited is to equip individuals with the key competencies for success in their Wealth Management careers. They operate a well-supported selection process to ensure they can deliver exceptional service surpassing competitors. Employees are dedicated to gaining the knowledge, skills, and expertise required to provide world-class financial planning and wealth management services to expatriates worldwide. Full support is provided to achieve relevant qualifications including the highly recognized Level 4 UK financial planning requirements.

Role Overview:

As a Business Development Manager with Click And Connect Online Limited, the individual will play a pivotal role in driving business growth by sourcing and nurturing new prospects. This role is best suited for self-starters with initiative and determination to succeed. Effective communication skills are essential as the individual will be responsible for articulating the benefits of the services to potential clients.

Main Responsibilities:

  1. Source new prospects through various mediums.
  2. Contact prospects via telephone to introduce the business and schedule appointments.
  3. Promptly follow up on company-provided leads and handle them effectively.
  4. Manage calendars and diaries to arrange meetings at suitable times.
  5. Maintain relationships with prospects throughout the sales process.
  6. Follow up with third parties involved in the sales process.
  7. Meet and exceed company KPIs and targets.

Key Requirements:

  1. Solid interest in building or advancing a career in Financial Services.
  2. Willingness to learn and strive for a minimum of Level 4 qualification.
  3. High-quality professional communication skills.
  4. Success and target-driven mindset.
  5. Positive self-motivation.
  6. Desire to be part of a firm with a strong reputation and growing global brand.
  7. Prior financial services experience is not necessary but a driven and well-motivated individual is preferred.

What We Value:

  1. Fluent English language skills.
  2. Proven sales ability and entrepreneurial mindset.
  3. Competitive remuneration with exceptional earnings potential for top achievers.
  4. Regular incentives including international conventions.
  5. Further potential opportunities to be part of aggressive expansion plans and open new offices globally.

We ideally seek candidates with existing Assets Under Management (AUM) or a book of existing clients.

At Click And Connect Online Limited, we invite ambitious professionals to join our journey of growth, development, and contribution where each step is carefully mapped out to support and challenge you.

  • Trainee Wealth Manager

    7 days ago

    Dubai, Dubai, United Arab Emirates Hoxton Wealth Full time

    Hoxton Wealth is a leading international financial advisory firm, providing expert financial planning services to high-net-worth individuals and families worldwide. Our Pathway Course is designed to transform ambitious individuals into top-tier financial planners through structured training, mentorship, and hands-on experience. About the role This is not...

  • Wealth Management Professional

    6 days ago

    Dubai, Dubai, United Arab Emirates Omanyp Full time

    We are seeking a Senior Wealth Manager to join our team at Omanyp, a leading provider of wealth management and investment advisory services.Job Description:Develop and refine investment strategies by assessing and improving existing plans.Monitor and analyze market trends, preparing reports to support informed decision-making.Build and maintain strong client...

  • Wealth Management Professional

    7 days ago

    Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full time

    Company OverviewDubai, UAE - A prime location for expatriate professionals seeking opportunities in the wealth management sector.Our client, a prestigious FTSE 100 member, is a prominent global wealth management firm catering to expatriates. They have established international offices in key locations worldwide.In response to the evolving needs of the...

  • Wealth Management Professional

    6 days ago

    Dubai, Dubai, United Arab Emirates Client of Prestige IFA Full time

    About Us:  At our company, we pride ourselves on fostering a dynamic, award-winning environment that encourages collaboration, learning, and innovation. As a Wealth Management Advisor, you will be part of a talented team dedicated to delivering exceptional service and value to our clients.  With a focus on continuous training and development, we empower...

  • Wealth Management Professional

    6 days ago

    Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full time

    Associate Wealth Management PartnerA prestigious member of the FTSE 100, our client is a leading global wealth management firm managing over £150 billion in Client Funds Under Management.We are expanding our operations in the UAE, aiming to tap into the growing expatriate community. As part of this initiative, we are seeking experienced investment...

  • Wealth Management Professional

    2 days ago

    Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full time

    Company Overview:We are Click and Connect Online Limited, a globally recognized wealth management firm catering to the expatriate community. Our client is a prominent member of the FTSE 100 with established international offices in Dubai, Hong Kong, and Singapore.We are seeking seasoned financial advisers to extend our reach into the UAE and cater primarily...

  • Wealth Manager

    1 week ago

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

    Wealth Manager Dubai Thisfirm is a pioneering independent financial advisory consultancyunwavering in its dedication to safeguarding the financial futuresof its clients. Established by UKqualified financial advisers thecompany distinguishes itself with its vibrant energy and innovativeapproach setting it apart in the competitive offshoremarketplace. The...

  • Wealth Manager

    19 hours ago

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

    Wealth Manager Dubai Thisfirm is a pioneering independent financial advisory consultancyunwavering in its dedication to safeguarding the financial futuresof its clients. Established by UKqualified financial advisers thecompany distinguishes itself with its vibrant energy and innovativeapproach setting it apart in the competitive offshoremarketplace. The...

  • Global Advice Manager

    3 weeks ago

    Dubai, Dubai, United Arab Emirates Hoxton Wealth Full time

    AboutUs: Hoxton Wealth established in2018 is a leading financial services firm managing approximately2.3 billion in assets under management (AUM). We are on a growthtrajectory aiming to reach 5 billion by 2027. Our operations spanmultiple jurisdictions including the UK UAE EU South AfricaAustralia and the USA. RoleOverview: As Global AdviceManager your role...

  • Wealth Manager

    3 weeks ago

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

    Empower Your Career as a WealthManager at Wimbledon Wealth Areyou a talented financial professional with a passion for empoweringwomen in business Join Wimbledon Wealth wherewe are committed to fostering an inclusive environment andsupporting women in their financial journeys.About Us:Wimbledon Wealth led by our visionary CEO and FounderSophia is a...

  • Wealth Management Professional Wanted

    3 days ago

    Dubai, Dubai, United Arab Emirates Redstone Search Group Full time

    As a seasoned Private Banker, you will be responsible for building and maintaining relationships with high-net-worth clients, identifying new business opportunities, and delivering tailored financial solutions to meet their evolving needs. This is an excellent opportunity to join a leading international wealth and advisory firm in Dubai and contribute to the...

  • Associate Wealth Manager

    2 weeks ago

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

    Join Our Team as a Wealth Manager at Wimbledon WealthAre you a financial expert with a passion for helping clients grow and manage their wealth? Wimbledon Wealth is on the hunt for a dynamic and driven Wealth Manager to join our esteemed team.About Us:Wimbledon Wealth is a leading financial advisory firm dedicated to providing exceptional wealth management...

  • Management Accountant

    3 weeks ago

    Dubai, Dubai, United Arab Emirates Hoxton Wealth Full time

    Position: Management AccountantCompany Overview: Hoxton Wealth is aglobal financial services firm with offices in key locationsincluding Cyprus the United States the United Kingdom Dubai SouthAfrica and Australia. The company leverages a tech and taxledapproach to financial planning combining innovative technologysolutions with deep expertise in taxefficient...

  • Management Accountant

    1 week ago

    Dubai, Dubai, United Arab Emirates Hoxton Wealth Full time

    Position: Management AccountantCompany Overview: Hoxton Wealth is aglobal financial services firm with offices in key locationsincluding Cyprus the United States the United Kingdom Dubai SouthAfrica and Australia. The company leverages a tech and taxledapproach to financial planning combining innovative technologysolutions with deep expertise in taxefficient...

  • Management Accountant

    3 days ago

    Dubai, Dubai, United Arab Emirates Hoxton Wealth Full time

    Position: Management Accountant Company Overview: Hoxton Wealth is aglobal financial services firm with offices in key locationsincluding Cyprus the United States the United Kingdom Dubai SouthAfrica and Australia. The company leverages a tech and taxledapproach to financial planning combining innovative technologysolutions with deep expertise in...

  • Wealth Management Director

    3 days ago

    Dubai, Dubai, United Arab Emirates Qiscus Full time

    At Qiscus, we are seeking an experienced wealth management professional to drive strategic initiatives and optimize investments. As our ideal candidate, you will have a strong background in wealth management, a proven track record in managing large portfolios, and the ability to take initiatives.The Head - Wealth Management role is critical to managing...

  • Senior Wealth Manager

    3 days ago

    Dubai, Dubai, United Arab Emirates Qiscus Full time

    We are seeking an experienced wealth management professional to drive strategic initiatives and optimize investments at Qiscus. The ideal candidate will have a strong background in wealth management, a proven track record in managing large portfolios, and the ability to take initiatives.This role is integral to managing personal investments, creating...

  • Wealth Manager

    1 week ago

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

    Experienced Wealth ManagerDubai An opportunity is availablefor a talented Experienced Wealth Manager to join a top company inthe industry in Dubai. This is an ideal chance for individualspassionate about career growth and open to relocating to a vibrantcity. The firm prides itself on beingsustainable rewarding and awardwinning with a strong dedication...

  • Wealth Manager

    5 days ago

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

    Experienced Wealth ManagerDubai An opportunity is availablefor a talented Experienced Wealth Manager to join a top company inthe industry in Dubai. This is an ideal chance for individualspassionate about career growth and open to relocating to a vibrantcity. The firm prides itself on beingsustainable rewarding and awardwinning with a strong dedication...

  • Group Head of Finance Dubai, UAE

    2 weeks ago

    Dubai, Dubai, United Arab Emirates Skybound Wealth Management Full time

    Skybound Wealth Management is seeking a driven, experienced and strategic individual to join our team as the Group Head of Finance, based in our Dubai office. This role offers a unique opportunity for the right candidate to lead our financial operations and strategies on a global scale, working closely with our CFO. The successful candidate will report...