Financial Advisor Required


1 to 2 Years united-arab-emirates
Financial Advisory,Accounting,MS Office,Peachtree,QuickBooks 14-Dec-2019

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

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