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Job Description :
A leading company looking for an experienced Financial Advisor in UAE.
Job Details:
- Builds and deepens relationships by providing a high quality client experience in all interactions.
- Obtains and reviews clients' investment goals, time horizons and tolerance for market volatility.
- Schedules, prepares, holds and executes on follow up items for all client meetings.
- Produces, presents and reviews/updates financial plans designed to help clients achieve their goals.
- Serves as a primary liaison between client and portfolio management team.
Job Requirements:
- B.Com Graduate.
- One year experience in finance and accounting.
- Well versed in MS Office.
- Good communication skills in English.
Industry :
Accounts / Taxation / Audit / Company Secretary
Employment type :
Full time
Company Details :
Compass Insurance Brokers LLC...view more
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