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Financial Services Professional

2 months ago

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

Job Title: Independent Financial Advisor

About Us: Click and Connect Online Limited is a leading provider of financial services, dedicated to helping individuals and businesses achieve their financial goals.

Job Summary: We are seeking an experienced and qualified Independent Financial Advisor to join our team. As an Independent Financial Advisor, you will be responsible for providing expert financial advice to clients, helping them to achieve their financial objectives and secure their financial futures.

Key Responsibilities:

  • Build and maintain relationships with clients, providing them with expert financial guidance and advice.
  • 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.
  • Stay 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.

What We Offer: A competitive package, as well as a supportive and collaborative work environment. If you meet the above requirements and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.