Counselor
Job Reference: 29491-Counselor
Company: RecruitArab - recruiter
Industry: Financial Services
Position: Counselor (Financial Services)
Location: Dubai, UAE
Closing Date: 2024-09-18
Email Address: apply@emiratesrecruiter.com
We are seeking a qualified and experienced Counselor to join our team in Dubai within the financial services industry. The ideal candidate will have a strong background in financial counseling, with a deep understanding of investment products, financial planning, and wealth management.
Responsibilities:
- Provide financial counseling and guidance to clients on a range of financial matters, including investments, retirement planning, and estate planning
- Develop personalized financial plans based on clients' goals, risk tolerance, and financial situation
- Monitor and review clients' financial plans on a regular basis, making recommendations for adjustments as needed
- Educate clients on financial products and services, helping them make informed decisions about their finances
- Stay up to date on market trends, economic developments, and regulatory changes that may impact clients' financial goals
- Collaborate with other financial professionals, such as investment advisors and tax specialists, to provide comprehensive financial solutions to clients
Requirements:
- Bachelor's degree in finance, economics, or a related field
- [X] years of experience in financial counseling or a related field
- Strong knowledge of investment products, retirement planning strategies, and wealth management techniques
- Excellent communication and interpersonal skills
- Ability to build and maintain long-term relationships with clients
- Professional certifications such as CFP or CFA are a plus
If you have a passion for helping clients achieve their financial goals and possess the necessary skills and qualifications, we encourage you to apply for this exciting opportunity. Please send your resume and cover letter to apply@emiratesrecruiter.com by 2024-09-18.
Please inculde this job reference [29491-Counselor] in the email when you send your application.