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Personal Finance Consultant

2 weeks ago

Abu Dhabi, Abu Dhabi, United Arab Emirates Click And Connect Online Limited Full time

Financial Planning Expert: Click And Connect Online Limited seeks a skilled Personal Finance Consultant to join our international organization in the UAE. As a key member of our team, you will provide expert financial guidance to clients, helping them achieve their financial objectives.

Responsibilities:

  • Develop and implement personalized financial plans, including investment, retirement, and tax planning strategies.
  • Conduct thorough financial assessments, identifying areas for improvement and developing strategies for growth.
  • Build and maintain strong relationships with clients, fostering trust and loyalty.
  • Monitor clients' financial progress, making adjustments as necessary to ensure optimal results.

Requirements:

  1. A minimum of 5 years of experience as a Financial Advisor in the wealth management industry.
  2. Industry-leading qualifications such as CFP, CFA, or other relevant certifications.
  3. A transferable client base and AUM over 5 million AUM.
  4. Excellent communication and interpersonal skills.
  5. Strong analytical and problem-solving abilities.
  6. Ability to work independently and as part of a team.

About Our Company: We value collaboration, innovation, and excellence, and we strive to create a supportive work environment that fosters growth and success.