Girls for Financial Advisor/Consultant

at  CreditCare Credit Management LLC

Dubai, دبي, United Arab Emirates -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate28 Apr, 2025Not Specified29 Jan, 20252 year(s) or aboveInterpersonal Skills,FinanceNoNo
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Description:

Job Summary: We are seeking a motivated and knowledgeable Financial Advisor to join our team. The ideal candidate will be responsible for providing financial planning and investment advice to clients, helping them achieve their financial goals.

QUALIFICATIONS:

  • Bachelor’s degree in Finance, Business, or a related field or Experience of 2 years .
  • Relevant certifications (e.g., CFP, CFA) preferred but not required.
  • Strong understanding of financial products and markets.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Proven track record of meeting sales targets (preferred).

Responsibilities:

  • Assess clients’ financial needs and create tailored financial plans and negotiate with UAE Banks.
  • Provide installments plan advice and recommendations.
  • Build and maintain strong client relationships.
  • Stay up-to-date with UAE Banks Laws.
  • Conduct regular reviews of clients’ portfolios and adjust strategies as needed.
  • Educate clients on financial products and services.
  • Collaborate with other financial professionals as needed.


REQUIREMENT SUMMARY

Min:2.0Max:7.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Finance

Graduate

Finance business or a related field or experience of 2 years

Proficient

1

Dubai, United Arab Emirates