Friday 06, Oct 2023

Financial Advisor

Sabry Ali Marketing Management LLC

Dubai, - United Arab Emirates - Salary Not disclosed

2 Years Morning Shift Full-Time

Expired

Job Details

Category:: Finance
Career Level:: Entry Level
Experience:: 2 Years
Required Qualification:: High School/ Equivalent
Requires Traveling:: Yes
Salary:: Salary Not disclosed
Salary Type:: Per Month
Total Vacancies:: 3
Skills: baseriskexpensesinsurancedebt managementtoolsbondsindustryregulationsmarket researchcurrentdocumentsprojectionsinvestmentcomplianceclientschoolsaleslaptop

Description

Duties and responsibilities

- Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses, and assets

- Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools

- Securing stocks and bonds and establishing progressive savings accounts.

- Moving money from accounts per industry and federal regulations.

- Performing market research to stay current with financial trends.

- Preparing financial documents, such as income projections and investment reports.

- Maintaining compliance with all rules and regulations in the financial industry.

- Identifying and pursuing potential clients to maintain a strong client base.

Requirements:

- Has 2 or more years of work experience in UAE.

- Freshers are welcome but should be well-connected.

- School records/ bachelor's degree Attested.

- Has 2 years of experience in sales.

- Experience in insurance is plus but optional.

- Have their own laptop.

Job Specification

Madeeha Kamran (Recruiter) is in search of talented and motivated individuals for the post of Financial Advisor in the field of Finance in one of their office located in Dubai - United Arab Emirates. The ideal candidate should have high school/ equivalent qualification and atleast 2 years of experience. The position require base, risk, expenses, insurance, debt management, tools, bonds, industry, regulations, market research, current, documents, projections, investment, compliance, client, school, sales, laptop mandatory skills. This is a Full-Time morning shift job.

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Financial Advisor

Sabry Ali Marketing Management LLC

Job Details

Description

Job Specification

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