Financial Advisor

Oneroad Group
Dubai
AED 120,000 - 200,000
Job description

Job Summary

As a Financial Advisor, he or she is responsible for providing businesses and individuals with sound advice regarding their financial planning and investments. Their duties include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients.

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.

Educational Qualifications & Skills

  • Bachelor’s degree in related fields, such as finance, accounting, economics or business.
  • Proven experience of 5-10 years in UAE as a Financial Controller, Specialist or Planner.
  • Knowledge of financial options, including investments, loans, savings accounts and stock options.
  • Expertise in financial planning and investment strategies.
  • Familiarity with the securities, mutual fund and insurance industries.

Job Type: Full-time

Pay: AED8,000.00 - AED10,000.00 per month

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