Wealth Advisor
3 weeks ago
Role Overview
We are seeking a skilled Wealth Advisor to join our team at Click and Connect Online Limited. As a Wealth Advisor, you will be responsible for offering expert financial advice to our clients, helping them achieve their long-term financial goals.
Key Responsibilities
- Provide personalized financial advice to clients, taking into account their individual circumstances and objectives.
- Develop and implement tailored financial plans, ensuring clients' financial goals are met and exceeded.
- Build and maintain strong relationships with clients, providing exceptional customer service and support.
- Stay up-to-date with industry developments, regulatory changes, and market trends, ensuring your advice is informed and relevant.
- Collaborate with internal teams, including marketing and operations, to promote our services and deliver exceptional client experiences.
Requirements
- Degree in a relevant field, such as finance, economics, or business.
- Professional qualifications, such as the Level 4 RDR UK Diploma or equivalent.
- Proven track record of success in a financial advisory role, with a strong understanding of financial products and services.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Strong analytical and problem-solving skills, with the ability to interpret complex financial data and develop effective solutions.
What We Offer
- Competitive salary and bonus scheme.
- Opportunities for professional development and growth.
- A dynamic and supportive work environment.
- Access to industry-leading training and resources.
- A comprehensive benefits package, including health insurance and retirement plans.
Why Join Us
At Click and Connect Online Limited, we pride ourselves on our commitment to excellence, our passion for delivering exceptional client experiences, and our dedication to helping our clients achieve their financial goals. If you share our values and are passionate about providing top-notch financial advice, we encourage you to apply for this exciting opportunity.
-
Experienced Paraplanner for Wealth Management
4 weeks ago
Dubai, Dubai, United Arab Emirates Hoxton Wealth Full timeJob Overview:Hoxton Wealth is a global financial services firm that leverages a tech and tax-led approach to financial planning. We are seeking a skilled Partnered Paraplanner to join our team and work closely with one of our top advisors.Key Responsibilities:Develop and implement comprehensive financial plans for clients, including investment strategies,...
-
Senior Wealth Management Advisor
4 weeks ago
Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full timeJob Title: Senior Wealth Management AdvisorAbout the Role:We are seeking an experienced and ambitious Senior Wealth Management Advisor to join our team at Independent Resourcing Consultancy Ltd. As a Senior Wealth Management Advisor, you will be responsible for providing high-quality wealth management advice to our clients, building long-term relationships,...
-
Partnered Paraplanner
3 weeks ago
Dubai, Dubai, United Arab Emirates Hoxton Wealth Full timePosition: Partnered ParaplannerCompany Overview:Hoxton Wealth is a highly successful financial advisory firm that specializes in managing assets for high net worth clients.Job Overview:At Hoxton Wealth, we seek a Partnered Paraplanner to collaborate closely with one of our top advisors who has a substantial amount of assets under...
-
Senior Wealth Advisor
4 weeks ago
Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full timeAbout the Role:We are seeking a seasoned financial professional to join our team as a Senior Wealth Advisor. This is an exceptional opportunity for a dedicated and ambitious individual to enhance their career experience and develop personal and business equity in one of the world's most dynamic economies.About the Client:Our client is a prestigious member of...
-
Senior Financial Advisor
1 week ago
Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full timeWe are seeking a highly skilled Senior Financial Advisor to join our esteemed team at Wimbledon Wealth.About Us:We pride ourselves on delivering exceptional wealth management services and providing innovative solutions that meet the unique needs of our clients.Role Overview:As a Senior Financial Advisor, you will play a pivotal role in advising clients on...
-
Wealth Management Professional
1 week ago
Dubai, Dubai, United Arab Emirates Deutsche Bank Full timeJob DescriptionWe are seeking a skilled Wealth Management Professional to join our team at Deutsche Bank. As a key member of our team, you will be responsible for onboarding new clients and supporting periodic reviews of existing clients.The ideal candidate will have a Bachelor's Degree in Finance and at least 3 years of experience in client onboarding...
-
Senior Wealth Management Consultant
4 days ago
Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full timeWe are seeking a highly experienced Senior Wealth Management Consultant to join our team in Dubai. As an expert in wealth management, you will be responsible for providing tailored financial advice to our clients, helping them achieve their long-term financial objectives.With a minimum of 5 years of experience as a Financial Advisor in the wealth management...
-
Senior Financial Advisor
3 weeks ago
Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full timeAbout the Role:We are seeking an experienced Senior Financial Advisor to join our team at Independent Resourcing Consultancy Ltd. As a key member of our wealth management team, you will be responsible for providing expert financial planning and advisory services to our clients.Key Responsibilities:Assess and advise clients on medium to long-term financial...
-
Wealth Management Professional
4 weeks ago
Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full timeOur client, a leading member of the FTSE 100, is seeking a seasoned financial advisor to cater to the UAE's expatriate community. As a prestigious wealth management firm, they offer comprehensive training and development for securing local qualifications and licensing, as well as practice management and tailored marketing support.With a strong commitment to...
-
Senior Wealth Advisor
4 weeks ago
Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full timeOur client, a prestigious member of the FTSE 100, is seeking a seasoned financial adviser to cater to the UAE's large expatriate community. This presents an exceptional opportunity for dedicated and ambitious individuals to enhance their career experience and develop personal and business equity in one of the world's most dynamic economies.The client's...
-
Financial Services Advisor
4 days ago
Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full timeUnlock Your Potential in a Thriving MarketWe are seeking an experienced Financial Services Advisor to join our team in the UAE, with a focus on serving the expatriate community. As a key player in our global wealth management firm, you will have the opportunity to enhance your career and develop personal and business equity in one of the world's most dynamic...
-
Wealth Management Associate
4 weeks ago
Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full timeOur client, a prominent FTSE 100 member, is seeking a seasoned financial advisor to cater to the UAE's expatriate community. This presents an exceptional opportunity for dedicated and ambitious individuals to enhance their career experience and develop personal and business equity in a dynamic economy.The client's success is rooted in their commitment to...
-
Senior Property Advisor
4 weeks ago
Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full timeRole: Senior Property AdvisorLocation: United Arab EmiratesRoman Realty, a global property consultancy, is expanding its team. We are partnered with a leading wealth management firm, offering unparalleled opportunities for growth within the UAE and internationally.We are committed to building a diverse and inclusive team at Roman Realty. We invite...
-
Expert Financial Advisor
4 weeks ago
Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full time**Role Overview**Our client, a leading wealth management firm, is seeking an experienced Expert Financial Advisor to join their dynamic team. The successful candidate will provide expert financial advice and personalized investment strategies to clients, leveraging digital tools and interactive platforms to ensure a seamless and efficient advisory...
-
Investment Advisor
3 weeks ago
Dubai, Dubai, United Arab Emirates Deutsche Bank Full timeAt Deutsche Bank, we are seeking a skilled Investment Advisor to join our Private Bank team. As a key member of our team, you will be responsible for providing expert investment advice and portfolio management services to our high net worth clients.Key Responsibilities:Act as the central point of contact for clients' investment needs and advice, increasing...
-
High Net Worth Client Advisor
3 weeks ago
Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full timeAbout the Role:We are seeking an experienced High Net Worth Client Advisor to join our team at Independent Resourcing Consultancy Ltd. As a key member of our wealth management team, you will be responsible for managing and growing a portfolio of ultra-high-net-worth non-resident Indian (NRI) clients.Key Responsibilities:Client Relationship Management: Build...
-
Strategic Financial Advisor
3 weeks ago
Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full timePosition OverviewWe are seeking a highly motivated and qualified Strategic Financial Advisor to join our team at Click and Connect Online Limited in Dubai.About the RoleThe successful candidate will be responsible for assessing and advising clients on medium to long-term financial objectives, providing personalized solutions to meet their financial needs.Key...
-
Strategic Financial Consultant
3 weeks ago
Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full timeJob Title: Independent Financial AdvisorCompany: Click and Connect Online LimitedJob Summary:We are representing an International leading Wealth Management firm in Abu Dhabi and Dubai UAE, looking for an experienced and qualified Independent Financial Advisor to join their team.Key Responsibilities:Build and Maintain Client Relationships:Conduct thorough...
-
Chief Financial Officer
4 weeks ago
Dubai, Dubai, United Arab Emirates Jobot Full timeJob SummaryWe are seeking a highly experienced Chief Financial Officer to join our team at Jobot. The ideal candidate will have a strong understanding of investment management, financial planning, and tax strategies. As a key member of our team, you will be responsible for overseeing the financial aspects of our family office, providing strategic financial...
-
Senior Financial Consultant
1 month ago
Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full timeFinancial Advisor OpportunityWe 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...