Personal Financial Advisor Assistant

Job Reference: 24697-Personal Financial Advisor Assistant
Company: RecruitArab - recruiter
Industry: Financial Services
Job Title: Personal Financial Advisor Assistant

Location: Dubai

Industry: Financial Services

Closing Date: 2024-09-18

Email Address: apply@emiratesrecruiter.com

We are seeking a dynamic and motivated individual to join our team as a Personal Financial Advisor Assistant in Dubai. The ideal candidate will have a strong background in financial services and a passion for helping clients achieve their financial goals.

Key Responsibilities:
- Assist Personal Financial Advisors in developing financial plans for clients
- Conduct research on investment opportunities and present findings to advisors
- Prepare financial reports and documents for client meetings
- Communicate with clients to gather necessary information for financial planning
- Monitor clients' financial accounts and provide updates to advisors
- Assist with administrative tasks, such as scheduling appointments and maintaining client records

Qualifications:
- Bachelor's degree in Finance, Economics, or related field
- [X] years of experience in financial services
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Proficiency in Microsoft Office suite
- Knowledge of financial planning software is a plus

This is an exciting opportunity to work in a fast-paced and collaborative environment, providing support to experienced Personal Financial Advisors. If you are passionate about helping clients achieve their financial goals and have a strong background in financial services, we encourage you to apply.

To apply, please send your resume and cover letter to apply@emiratesrecruiter.com. Thank you for your interest in joining our team.


Please inculde this job reference [24697-Personal Financial Advisor Assistant] in the email when you send your application.

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