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Senior Wealth Management Professional

2 months ago

Riyadh, Ar Riyāḑ, Saudi Arabia Click and Connect Online Limited Full time

Job Title: Senior Wealth Management Professional

Job Summary: Click and Connect Online Limited is seeking a Senior Wealth Management Professional to join our team. As a Senior Wealth Management Professional, you will be responsible for providing expert financial advice to clients, helping them to achieve their financial goals and secure their financial futures.

Key Responsibilities:

  • Build and maintain relationships with clients, providing them with expert financial advice and guidance.
  • Conduct thorough financial assessments of clients' current financial situations and future goals.
  • Develop and implement personalized financial plans for clients, including investment, retirement, and tax planning strategies.
  • Monitor clients' financial progress and adjust plans as necessary.
  • Keep up-to-date with industry trends and regulations to ensure compliance and provide the best possible service to clients.

Requirements:

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