Financial Planner
Dubai, United Arab Emirates
Job Description
We are looking for a Financial Planner to help clients manage their finances. You will be our clients\xe2\x80\x99 trusted advisor in areas including investments, cash flow, savings and debt management.Our financial planner should be an effective communicator with experience in financial planning and business development. If you\xe2\x80\x99re analytical, meticulous and customer-oriented, we\xe2\x80\x99d like to meet you.Your goal will be to ensure clients make wise and profitable decisions to meet their financial goals.Responsibilities
- Analyze clients\xe2\x80\x99 financial statuses (e.g. income, expenses and liabilities)
- Examine and suggest financial opportunities (e.g. insurance plans, investments)
- Develop sound plans and budgets for clients
- Customize financial plans according to clients\xe2\x80\x99 changing needs
- Help clients implement their plans and carry out transactions
- Present and sell suitable financial products and services
- Find and approach prospective clients
- Build strong relationships to retain existing clients
- Maintain updated knowledge of regulations, practices and financial products
- Proven experience as a Financial Planner or similar role; experience in sales or customer service is an asset
- Ability to analyze financial information and comply with regulations
- Proficiency in MS Office and CRM systems
- Attention to detail and strong math skills
- Strong ethics, with a customer-oriented attitude
- Outstanding communication skills, with the ability to foster long-term relationships
- Valid professional license (e.g. Series 7 & 66)
- BSc/BA in accounting, finance, business administration or relevant field; professional certification (e.g. CFP) is a plus
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Job Detail
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Job IdJD1694270
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:5600 - 7000 per month
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Employment StatusPermanent
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Job LocationDubai, United Arab Emirates
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EducationNot mentioned