Financial Planner

Job Reference: 32442-Financial planner
Company: RecruitArab - recruiter
Industry: Real Estate
Job Title: Financial Planner (Real Estate)
Location: Dubai, UAE
Closing Date: 2024-09-18
Application Email: apply@emiratesrecruiter.com

Job Description:

We are seeking a highly motivated and detail-oriented Financial Planner specializing in the Real Estate sector to join our dynamic team in Dubai. The ideal candidate will possess a deep understanding of financial planning, investment strategies, and market analysis within the real estate industry. This role requires a proactive approach to client management and a commitment to delivering exceptional financial solutions tailored to the unique needs of our clients.

Key Responsibilities:

1. Client Consultation:
- Conduct comprehensive financial assessments to understand clients' financial goals, risk tolerance, and investment preferences.
- Develop strong relationships with clients through effective communication and personalized service.

2. Financial Planning:
- Create and present detailed financial plans that incorporate real estate investments, including property acquisition, diversification, and portfolio management.
- Advise clients on various financial products and services, including mortgages, real estate investment trusts (REITs), and private equity.

3. Market Analysis:
- Conduct thorough research and analysis of current market trends, property values, and investment opportunities in the Dubai real estate market.
- Stay updated on local and international economic conditions that may impact real estate investments.

4. Investment Strategy Development:
- Collaborate with clients to develop tailored investment strategies that align with their financial goals and market opportunities.
- Monitor and adjust investment portfolios based on market performance and clients' evolving financial situations.

5. Compliance and Reporting:
- Ensure adherence to all regulatory requirements and ethical standards in financial planning.
- Prepare and present regular reports and updates to clients regarding their investment performance and financial strategies.

6. Networking and Business Development:
- Participate in networking events, industry conferences, and seminars to build relationships and promote financial planning services.
- Identify and pursue new business opportunities through referrals and client outreach.

Qualifications:

- Bachelor’s degree in Finance, Business Administration, Economics, or a related field.
- A minimum of 3 to 7 years of experience in financial planning, with a focus on real estate investments.
- Relevant certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are preferred.
- Strong analytical skills with the ability to interpret complex financial data and market trends.
- Excellent communication and interpersonal skills, with a client-focused approach.
- Proficient in financial planning software and Microsoft Office Suite.

What We Offer:

- Competitive salary and performance-based incentives.
- Opportunities for professional development and growth within the organization.
- A collaborative and innovative work environment that values diversity and inclusion.

If you are a driven financial professional with a passion for real estate and a desire to help clients achieve their financial goals, we invite you to apply for this exciting opportunity.

To apply, please send your CV and cover letter to apply@emiratesrecruiter.com by 2024-09-18.


Please inculde this job reference [32442-Financial planner] in the email when you send your application.

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