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Financial Advisor / Financial Adviser / Financial Planner

Nexus Insurance
2 - 5 Years
Not Specified

Job Description

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


• 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. 

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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