Client-Centric Financial Advisor

confidential; Dubai; Sur place; AED 120 000 - 180 000; Plein temps

Résumé du poste

confidential in Dubai is seeking a knowledgeable Financial Adviser to provide financial guidance, assess client needs, and recommend suitable solutions tailored to each client. You will explain available products, prepare proposals and documentation, and build long-term relationships while staying updated on market developments and product updates to ensure compliant, informed advice.

Prerequisites include a Bachelor's degree in a related field, plus strong numerical, analytical and

Qualifications

• Bachelor's degree in Finance, Accounting, or related field.
• Experience in financial advisory, banking, insurance, or financial services.
• Strong numerical, analytical, and problem-solving skills.
• Good communication, presentation, and client relationship skills.
• Knowledge of financial products, investment principles, and risk assessment.
• Relevant professional certifications are an advantage.

Responsabilités

• Assess clients’ financial goals, needs, and circumstances.
• Explain available financial products and services.
• Recommend suitable financial solutions based on client requirements.
• Build and maintain long-term client relationships.
• Prepare financial proposals, reports, and documentation.
• Monitor financial market developments and product updates.

Connaissances

Financial Planning

Investment Knowledge

Client Relationship Management

Risk Assessment

Financial Analysis

Compliance

Formation

Bachelor’s degree in Finance, Accounting, Business Administration, or related field

Description du poste

confidential in Dubai is seeking a knowledgeable Financial Adviser to provide financial guidance, assess client needs, and recommend suitable solutions tailored to each client. You will explain available products, prepare proposals and documentation, and build long-term relationships while staying updated on market developments and product updates to ensure compliant, informed advice.

Prerequisites include a Bachelor's degree in a related field, plus strong numerical, analytical and