Personal Financial Advisor Assistant

Job Reference: 25818-Personal financial advisor assistant
Company: RecruitArab - recruiter
Industry: Energy
Position: Personal Financial Advisor Assistant
Location: Dubai, UAE (Energy Sector)

Job Description:

We are seeking a motivated and detail-oriented Personal Financial Advisor Assistant to join our team in the vibrant city of Dubai. As an assistant to the Personal Financial Advisor in the Energy sector, you will play a crucial role in supporting the advisor in providing financial guidance and investment strategies to clients in the industry.

Responsibilities:
- Assist the Personal Financial Advisor in preparing and presenting financial plans and investment recommendations to clients in the Energy sector
- Conduct research on market trends, investment opportunities, and financial products relevant to the industry
- Coordinate and schedule client meetings, follow-ups, and reviews
- Prepare and maintain client files, documents, and reports
- Assist in monitoring and tracking client investment portfolios
- Provide administrative support to the Personal Financial Advisor as needed
- Stay up-to-date on industry regulations and compliance requirements

Requirements:
- Bachelor's degree in Finance, Business, Economics, or related field
- [4-7] years of experience in financial services, preferably in the Energy sector
- Strong knowledge of financial markets, investments, and wealth management
- Excellent communication and interpersonal skills
- Proficiency in MS Office and financial planning software
- Ability to work independently and as part of a team
- Attention to detail and strong organizational skills

Closing Date: 2024-09-30
To apply, please send your resume and cover letter to apply@emiratesrecruiter.com.

Join our team and be part of a dynamic and fast-paced environment where you can make a real impact on the financial well-being of our clients in the Energy sector.


Please inculde this job reference [25818-Personal financial advisor assistant] in the email when you send your application.

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