Financial Services Consultant

3 days ago


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

Job Summary:

As a Financial Services Consultant, you will play a critical role in providing expert financial advice to our clients, helping them to make informed decisions about their financial futures.

About the Role:

The ideal candidate will have a minimum of 5 years of experience as a Financial Advisor in the wealth management industry, along with industry-leading qualifications such as CFP, CFA or other relevant certifications.

You will be responsible for conducting thorough financial assessments of clients' current financial situations and developing tailored financial plans that meet their unique needs and objectives.

You will also be responsible for building and maintaining strong relationships with clients, providing them with personalized financial guidance and support.

Key Responsibilities:
  1. Client Relationship Building: Establish and maintain strong relationships with clients, providing them with expert financial advice and guidance.
  2. Financial Planning: Conduct thorough financial assessments of clients' current financial situations and develop tailored financial plans that meet their unique needs and objectives.
  3. Investment Strategy: Develop and implement effective investment strategies for clients, ensuring alignment with their risk tolerance and financial goals.
  4. Portfolio Management: Monitor and adjust clients' portfolios as needed to ensure optimal performance and alignment with their financial objectives.
  5. Regulatory Compliance: Stay up-to-date with industry regulations and ensure compliance in all aspects of client interactions and financial planning activities.

About Us:

We are Click And Connect Online Limited, a leading International Wealth Management firm dedicated to delivering exceptional financial services to our clients. If you are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.



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