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Financial Services Professional

2 months ago

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

Company Overview

Click and Connect Online Limited is a leading provider of financial services, dedicated to delivering exceptional results to our clients. We are seeking a highly skilled Financial Planner to join our team and contribute to our continued success.

Job Summary

We are looking for a talented Financial Planner to join our team. As a Financial Planner, you will be responsible for evaluating the financial performance of our clients and providing recommendations for their financial well-being. You will also be expected to cultivate new business opportunities and generate fresh leads.

Key Responsibilities

  • Conduct thorough financial portfolio reviews and provide expert recommendations to clients.
  • Prepare detailed client documentation based on these recommendations.
  • Cultivate new business opportunities and generate fresh leads.
  • Develop and maintain strong relationships with existing clients.

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 presentation, communication, and sales skills.
  • Proficient in IT and technology.
  • Self-starter with a drive for goal achievement.

Benefits

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