JOB SUMMARY

As a Financial Advisor, he or she is responsible for providing businesses and individuals with sound advice regarding their financial planning and investments. Their duties include meeting with clients to e to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients.

EDUCATIONAL QUALIFICATIONS & SKILLS

• Bachelor’s degree in related fields, such as finance, accounting, economics or business.
• Proven experience of 5-10 years in UAE as a Financial Controller, Specialist or Planner.
• Knowledge of financial options, including investments, loans, savings accounts and stock options.
• Expertise in financial planning and investment strategies.
• Familiarity with the securities, mutual fund and insurance industries.
  Job Type: Full-time
  Pay: AED8,000.00 - AED10,000.00 per mont

• Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets.
• Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools.
• Securing stocks and bonds and establishing progressive savings accounts.
• Moving money from accounts per industry and federal regulations.
• Performing market research to stay current with financial trends.
• Preparing financial documents, such as income projections and investment reports.
• Dealing with Capital Market and Money Market activities
• Maintaining compliance with all rules and regulations in the financial industry.
• Identifying and pursuing potential clients to maintain a strong client base.