Certified Financial Planner (CFP)

Job Reference: 31234-Certified Financial Planner (CFP)
Company: RecruitArab - recruiter
Industry: Construction
Job Title: Certified Financial Planner (CFP) - Construction Sector

Location: Dubai, UAE

Job Type: Full-time

Closing Date: 2024-09-12

Email for Applications: apply@emiratesrecruiter.com

Job Summary:

We are seeking a qualified and experienced Certified Financial Planner (CFP) to join our dynamic team in Dubai, specializing in the construction sector. The ideal candidate will have a deep understanding of financial planning principles, investment strategies, and the unique financial challenges and opportunities within the construction industry. This role requires a proactive approach to client management and a commitment to delivering exceptional financial advice tailored to the specific needs of our clients.

Key Responsibilities:

- Client Consultation: Meet with clients to understand their financial goals, investment preferences, and risk tolerance, particularly in relation to construction projects and investments.
- Financial Analysis: Conduct comprehensive financial analysis, including cash flow forecasting, budgeting, and investment performance evaluation, to provide actionable insights.
- Investment Strategy Development: Design and implement tailored investment strategies that align with clients’ financial objectives, focusing on real estate development, project finance, and other construction-related investments.
- Tax Planning: Advise clients on tax-efficient investment strategies and assist in the preparation of tax returns and documentation for construction-related financial activities.
- Risk Management: Identify potential financial risks associated with construction projects and recommend appropriate mitigation strategies, including insurance and contingency planning.
- Regulatory Compliance: Ensure compliance with relevant financial regulations and standards within the UAE, particularly those affecting the construction industry.
- Client Education: Educate clients on financial planning concepts, investment opportunities, and market trends affecting the construction sector to empower them in their decision-making processes.
- Portfolio Management: Monitor and review clients’ portfolios to ensure alignment with financial goals and make adjustments as necessary based on changing market conditions.
- Collaboration: Work closely with other financial professionals, such as accountants and lawyers, to provide comprehensive financial services to clients involved in construction projects.
- Continuous Improvement: Stay updated on industry trends, financial products, and regulatory changes that impact the construction sector to enhance service delivery and client satisfaction.

Qualifications:

- Certified Financial Planner (CFP) designation is required.
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
- A minimum of 5 years of experience in financial planning or investment advisory, with a focus on the construction sector preferred.
- Strong knowledge of financial planning software and tools.
- Excellent analytical and problem-solving skills.
- Exceptional communication and interpersonal skills, with the ability to build rapport with clients and stakeholders.
- Proficiency in both English and Arabic is an advantage.
- Strong understanding of the UAE financial market and relevant regulations.

What We Offer:

- A competitive salary and performance-based bonuses.
- Opportunities for professional development and continued education.
- A dynamic and inclusive work environment.
- Exposure to diverse projects within the construction sector.

If you possess the expertise and passion for financial planning within the construction industry, we invite you to apply for this exciting opportunity.

Please send your resume and cover letter to apply@emiratesrecruiter.com by the closing date of 2024-09-12.


Please inculde this job reference [31234-Certified Financial Planner (CFP)] in the email when you send your application.

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