Senior Financial Management Reporting Consultant InvestmentPortfolio - Dubai, United Arab Emirates - EDARI uae

EDARI uae Dubai, United Arab Emirates

6 days ago

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Description

Responsibilities:

Workingwith clients to identify their unique investmentgoals.
Formulating investment strategies basedon client goals.
Issuing client documents,including monthly or yearly portfolioreports.
Managing client documents for taxreporting.
Suggesting investment products basedon client needs.
Analyzing various markets andconducting research.
Making adjustments toclient investments over time, such as switching to a lower-riskinvestment as a client reaches retirementage.
Communicating openly, consistently, andhonestly with clients and always keeping them informed aboutchanges to your investmentstrategy.

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