Financial Adviser

Click and Connect Online Limited; Dubai; On-site; AED 120,000 - 200,000; Full time

Job summary

A prominent financial advisory firm in Dubai is seeking a Financial Adviser to provide expert advice and develop tailored wealth management strategies. This role involves assessing clients' financial needs, building strong relationships, and staying updated on market trends. Ideal candidates will have proven experience in financial advisory, excellent communication skills, and relevant financial certifications. Competitive salary and commissions offered.

Benefits

Competitive salary with attractive commission structures

Ongoing professional development and training opportunities

Collaborative and supportive work environment

Access to advanced financial planning tools and resources

Qualifications

• Proven experience as a Financial Adviser or in a similar financial role.
• Strong analytical skills and financial expertise.
• Excellent communication and relationship‑building skills.
• A proactive client‑focused approach.

Responsibilities

• Conduct in-depth financial assessments for clients.
• Develop and present customized financial plans and investment strategies.
• Build strong client relationships through regular communication and review meetings.
• Stay updated on the latest financial products and market trends.

Skills

Financial Services

Financial Models

Account Management

General Ledger Accounts

ERP

Payroll

External Auditors

Customer Relationships

Financial Management

Education

Relevant financial certifications

Job description

About Our Client

Wimbledon Wealth is a prestigious financial advisory firm recognized for its personalized approach and innovative financial solutions. They are dedicated to empowering clients to achieve their financial goals.

Role Overview

As a Financial Adviser you will play a key role in providing expert financial advice and developing tailored strategies to help clients manage their wealth. You will collaborate closely with clients to understand their financial objectives and offer solutions aligned with their aspirations.

Key Responsibilities

• Conduct in-depth financial assessments for clients.
• Develop and present customized financial plans and investment strategies.
• Build strong client relationships through regular communication and review meetings.
• Stay updated on the latest financial products and market trends.
• Work alongside a team of finance professionals to ensure exceptional client service.

What Our Client Offers

• Competitive salary with attractive commission structures.
• Ongoing professional development and training opportunities.
• A collaborative and supportive work environment.
• Access to advanced financial planning tools and resources.

Qualifications

• Proven experience as a Financial Adviser or in a similar financial role.
• Strong analytical skills and financial expertise.
• Excellent communication and relationship‑building skills.
• A proactive client‑focused approach.
• Relevant financial certifications are highly desirable.

How to Apply

Ready to make a difference in the financial lives of clients? Please send your resume and a cover letter detailing your experience and passion for financial advising.

Key Skills

• Financial Services
• Financial Models
• Account Management
• General Ledger Accounts
• ERP
• Payroll
• External Auditors
• Customer Relationships
• Credit Card
• Financial Statements
• Business Units
• Annual Budget
• Income
• New Clients
• Financial Management

Employment Type

Full Time

Experience

years

Vacancy

1

Monthly Salary

Salary : 5000 - 15000