drjobs Wealth Advisor العربية

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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

Responsibilities:

  • Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
  • Answering client questions about financial plans and strategies and giving financial advice.
  • Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
  • Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan

Employment Type

Full Time

Company Industry

Real Estate

Department / Functional Area

Lawyers / Legal Advisors

Key Skills

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