Financial Advisor - Dubai, United Arab Emirates - Biidf Group Services

Biidf Group Services
Biidf Group Services
Verified Company
Dubai, United Arab Emirates

2 days ago

Ahmed Al-Mansouri

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Ahmed Al-Mansouri

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Description
Hiring a Financial Advisor for Dubai.


Key Responsibilities:

  • Meet with clients to assess their financial situation and identify their financial goals.
  • Develop customized financial plans for clients that incorporate investment strategies, retirement planning, tax management, and risk management.
  • Provide ongoing support and advice to clients to help them achieve their financial goals.
  • Monitor and adjust client portfolios to ensure they are aligned with their goals and objectives.
  • Stay uptodate with industry trends and changes in regulations that may impact clients' financial plans.

Key Requirements:

  • Bachelor's degree in finance, economics, or a related field.
  • Relevant certifications such as CFP, CFA, or CPA.
  • Minimum of 5 years' experience as a financial advisor.
  • Strong knowledge of financial planning, investment strategies, and risk management.
  • Excellent communication and interpersonal skills.
  • Strong attention to detail and analytical skills.
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