Financial Planning Expert

3 days ago


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

At Click and Connect Online Limited, we are seeking a highly skilled Financial Planning Expert to join our team in Dubai, UAE. This is an exceptional opportunity for a motivated professional to leverage their expertise and drive business growth.

Salary: AED 15,000 per month + commission, making it one of the most competitive packages in the industry.

Job Description

In this role, you will be responsible for evaluating the financial performance of over 10,000 clients, providing personalized advice and recommendations to help them achieve their financial goals. You will also be expected to cultivate new client relationships and generate fresh business opportunities through persuasive communication and sales skills.

Responsibilities:

  • Conduct thorough client portfolio reviews and provide actionable recommendations
  • Present your findings and recommendations effectively using platforms like Zoom, MS Teams, or in-person meetings
  • Cultivate new client relationships and identify potential business opportunities
Requirements

To succeed in this role, you will need:

  • A minimum Level 4 qualification
  • A transferable client base and assets under management in the UAE
  • Graduate-level education or equivalent life/work experience
  • Excellent presentation, communication, and sales skills
  • Proficiency in IT systems
  • A self-starting attitude with a drive for goal achievement
Benefits

We offer a competitive retainer and uncapped fee structure, as well as generous bonuses for high performers. Our company health scheme provides comprehensive coverage for our employees. Join us in this exciting opportunity to grow your career and make a real impact in the financial services industry.



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