Financial Adviser

confidential; Dubai; On-site; AED 120,000 - 180,000; Full time

Job summary

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.

Responsibilities

• 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.

Skills

Financial Planning

Investment Knowledge

Client Relationship Management

Risk Assessment

Financial Analysis

Compliance

Education

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

Job description

A growing organization is seeking a knowledgeable and client-focused Financial Adviser to provide financial guidance, assess client needs, and recommend suitable financial solutions. Candidates with strong analytical skills, professional communication, and an understanding of financial products are encouraged to apply.

Key Responsibilities

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.

Requirements

Bachelor’s degree in Finance, Accounting, Business Administration, or a related field is preferred.

Previous experience in financial advisory, banking, insurance, or financial services is an advantage.

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.

Preferred Skills

• Financial Planning
• Investment Knowledge
• Client Relationship Management
• Risk Assessment
• Financial Analysis
• Portfolio Awareness
• Communication
• Compliance

Category: Financial Services
Industry: Banking / Finance / Investment / Financial Consultancy