Investment Strategist
15 hours ago
Company Overview:
Click and Connect Online Limited is a leading wealth management firm based in Dubai, UAE.
We are committed to providing exceptional financial services and solutions that cater to the unique needs of our esteemed clients.
Salary:
The successful candidate can expect a competitive salary package with attractive commission incentives, estimated at AED 150,000 per annum, depending on experience and performance.
Job Description:
As an Investment Strategist, you will be responsible for developing and implementing personalized investment strategies for our clients, leveraging digital tools and interactive platforms to ensure a seamless advisory experience.
Your key responsibilities will include:
- Building and maintaining strong relationships with clients, understanding their financial goals, risk tolerance, and investment preferences.
- Developing comprehensive financial plans tailored to each client's needs, including retirement planning, tax optimization, estate planning, and more.
- Creating and implementing personalized investment strategies, utilizing a wide range of financial products and services offered by the company.
- Staying updated with global financial markets, economic trends, and investment opportunities to provide informed advice.
- Digital Interaction: Utilizing interactive platforms and digital tools to communicate with clients, conduct virtual meetings, and provide real-time investment updates.
Required Skills and Qualifications:
To succeed in this role, you will need:
- Bachelor's degree in Finance, Economics, Business Administration, or a related field. A Master's degree or professional certifications (e.g., CFA, CFP) is a plus.
- Minimum 3-5 years of experience in investment advisory or wealth management, preferably within the UAE market.
- Strong analytical and quantitative skills.
- Excellent communication and interpersonal skills.
- Proficiency in using digital tools and interactive platforms.
- Ability to work independently and as part of a team.
Benefits:
We offer a comprehensive benefits package, including:
- Competitive salary with attractive commission incentives.
- Comprehensive health and wellness benefits.
- Opportunities for professional growth and development.
- A collaborative and innovative work environment.
- Access to cutting-edge digital tools and platforms.
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