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Personal Financial Advisor Assistant





Job Reference: 20524-Personal Financial Advisor Assistant
Company: RecruitArab - recruiter
Industry: Transportation and Logistics
Position: Personal Financial Advisor Assistant
Location: Dubai, UAE
Industry: Transportation and Logistics
Closing Date: 2024-09-04
Email: apply@emiratesrecruiter.com

We are seeking a highly motivated and detail-oriented Personal Financial Advisor Assistant to join our team in Dubai. The ideal candidate will have a strong background in finance, excellent organizational skills, and a passion for helping clients achieve their financial goals.

Responsibilities:
- Assist the Personal Financial Advisor in developing and implementing financial plans for clients in the transportation and logistics industry
- Conduct research and analysis on investment opportunities, insurance policies, and other financial products
- Prepare and maintain client files, ensuring all documentation is accurate and up-to-date
- Communicate with clients on a regular basis to provide updates on their financial status and address any questions or concerns
- Assist with the preparation of financial reports and presentations for client meetings
- Stay up-to-date on industry trends and regulations to ensure compliance with all relevant laws and guidelines

Qualifications:
- Bachelor's degree in Finance, Business, or related field
- [x] years of experience in a financial advisory role
- Strong knowledge of financial planning principles and investment strategies
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Proficiency in Microsoft Office Suite and financial planning software

If you are a self-motivated individual with a passion for finance and a desire to help clients achieve their financial goals, we want to hear from you. Please send your resume and cover letter to apply@emiratesrecruiter.com by 2024-09-04.


Please inculde this job reference [20524-Personal Financial Advisor Assistant] in the email when you send your application.

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