Wealth Manager

5 days ago

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

Wealth Manager Dubai

Thisfirm is a pioneering independent financial advisory consultancyunwavering in its dedication to safeguarding the financial futuresof its clients. Established by UKqualified financial advisers thecompany distinguishes itself with its vibrant energy and innovativeapproach setting it apart in the competitive offshoremarketplace.

The firms primary aim is to equipits Wealth Managers with the essential skills and knowledge toexcel in their careers. It boasts a robust selection process toensure its team can deliver superior services compared to itscompetitors. The dedication to professional development is evidentas all team members are encouraged to acquire the knowledge andexpertise necessary for providing toptier financial planning andwealth management services to expatriates across theglobe.

Support is provided for team members toachieve all relevant qualifications including the highly recognizedLevel 4 UK financial planning requirements with encouragement forfurther educational pursuits. Preference is given to candidates whohave already attained Level 4 certification before joining theteam.

Position: Wealth Manager

Location: Dubai

Education: MastersDegree

Opportunity:

Thisopportunity targets advisors with experience as IndependentAdvisors or Wealth Managers or those ready to advance in theircareer. The selected candidate will offer exclusive internationaland local solutions to advise and serve their clientsindependently.

Engaging directly with clientsthe Wealth Manager will assess and advise on medium to longtermfinancial objectives. Advice will be tailored to the clientsnationality and location encompassing areas such as Lump SumInvesting Retirement Planning Education Fee Funding Life Insuranceand Estate & Inheritance Tax Planning.

Wealth Managers collaborate closely with marketingcoordination and paraplanning teams to facilitate daily clientinteractions.

Team members are expected touphold high standards with continuous training provided to ensurecompliance with both client and company expectations.

Wealth Managers will also gain access to a bespoke CRMsystem developed inhouse by former Wealth Managers.

Values:

A strong interest in pursuingor advancing a career in Financial Services.

Acommitment to learning with all Wealth Managers aspiring to achievea minimum of Level 4 qualification.

Exceptionalcommunication skills and professionalism.

Driven by success and targets.

Highly motivatedwith a positive outlook.

Desire to contributeto a firm renowned for its strong reputation and expanding globalpresence.

Fluency in English proven salescapabilities and an entrepreneurial spirit are musthaves.

The firm offers competitive remuneration and exceptionalearnings for top performers along with regular incentives includinginternational conventions.

There is also thepotential for involvement in the firms ambitious global expansionplans including the opportunity to open new officesworldwide.

Note: Ideal candidates will alreadypossess an established AUM/book of existingclients.

SalaryCommission

Key Skills
Business Development,Estate Law,SalesExperience,Trusts,Wealth Management,FinancialServices,Organizational skills,InvestmentExperience,Banking,Securities Law,FinancialPlanning,Wills
Employment Type : Full Time
Experience: years
Vacancy: 1
Monthly Salary Salary: AED

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