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Financial Advisor / Financial Adviser / Financial Planner

المهارات الأساسية : Financial Advisor, Financial Adviser, Financial Planner, Financial Planning, Insurance Advisor, Insurance Agent, Sales Insurance, Life Insurance, Sales Marketing Insurance, LIC Agent

2 - 5 سنة
Posted: 2019-04-07

الوصف الوظيفي
Job Role: Financial Advisor / Financial Adviser / Financial Planner
Job Location: Dubai - UAE (Anywhere in UAE)
Job Industry: Financial Services / Insurance
Job Type: Full time permanent

Responsibilities:

• Talking to clients to determine their expenses, income, insurance coverage, financial objectives, risk tolerance, or other information needed to develop a financial plan.

• Answering client questions about financial plans and strategies and giving financial advice.

• Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.

• Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.

• Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.

• Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.

• Implementing financial plans or referring clients to professionals who can help them.

• Managing and updating client portfolios.

• Contacting clients regularly to discover changes in their financial status.

• Building and maintaining your client base. 







نبذة عن الشركة

Build Your Own Business with Nexus:

Nexus Insurance

Nexus is the largest Independent Financial Advisory service with a pedigree that goes back over twenty years in the UAE and other Gulf States.
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