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WEALTH ADVISORS | WEALTH MANAGERS

Agile Consultants

5 - 6 years Dubai - United Arab Emirates

Bachelor of Commerce(Commerce), Bachelor of Business Administration(Management). Any Nationality


, Posted on May 8, 2018 1 Opening

Job Description

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Job Responsibilities
• Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
• Assess client s overall financial picture, understand their needs and develop a solid financial plan
• Guide clients towards a profitable and secure financial decision
• Cultivate client base and build win-win relationships
• Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
• Keep abreast of new industry s trends and research market to back up financial consulting
• Oversee the course of the financial plan and update it, if necessary, to ensure profits
• Comply with all industry rules and regulations
• Liaise with providers, solicitors, valuers and other professionals
Job Requirements
• Proven working experience of atleast 5 years as a financial adviser, controller, planner, specialist or relevant experience
• Track record of successful financial guidance
• Ability to analyse market s financial data and to provide appropriate data-based advice
• Strong communication, negotiation and presentation skills
• Accuracy, attention to detail and the ability to explain complex information clearly and simply
• Excellent PC knowledge and ability to operate database systems
• Current certificate of qualifications (FCA, CII, DipFA, CISI or other)
• BS degree in Finance or related field


Industry Type : Banking / Financial Services / Broking
Functional Area : Finance / Treasury

Keywords

Cash management Bonds Debt management Project Coordinator Financial consultancy Presentation skills financial products Financial planning Lead generation Mutual funds

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Agile Consultants


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