Banking Advisor - Dubai, United Arab Emirates - Wilfo Turnkey Business Solution Management LLC
1 week ago
Description
*Requirements- Previous experience in banking, financial advisory, or a related role is preferred.
- Strong understanding of banking products, investment strategies, and financial planning.
- Excellent communication and interpersonal skills.
- Analytical mindset with the ability to assess clients' financial situations.
- Knowledge of banking regulations and compliance standards.
- Self motivated and active
- A good relationship with banks is mandatory
- 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
- 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
- Maintaining compliance with all rules and regulations in the financial indus
Salary:
AED15, AED20,000.00 per month
Experience:
Banking Advisor: 3 years (required)
Willingness to travel:
- 50% (required)
More jobs from Wilfo Turnkey Business Solution Management LLC
-
Business Set-up Advisor
Dubai, United Arab Emirates - 1 week ago