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.

More similar jobs:

Personal Financial Advisor Assistant
Personal Financial Advisor Assistant
Personal Financial Advisor Assistant
Personal Financial Advisor Assistant
Personal Financial Advisor Assistant
Personal Financial Advisor Assistant

Browse jobs in UAE by job role:

A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z