drjobs Associate Financial Planning العربية

Associate Financial Planning

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1 Vacancy
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Jobs by Experience drjobs

2 - 2 years

Job Location drjobs

Dubai - UAE

Monthly Salary drjobs

Not Disclosed

Nationality

Any Nationality

Gender

N/A

Vacancy

1 Vacancy

Job Description

  • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
  • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
  • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
  • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
  • Embrace the role of a structured yet coachable team player open to continued education and training from other team members

Employment Type

Full Time

Department / Functional Area

Finance / Treasury

Key Skills

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