to join our growing team. This role is ideal for someone early in their career who enjoys working with data, analyzing financial information, and supporting advisors in delivering exceptional client service.
Key Responsibilities:
Support financial advisors in preparing client financial plans, investment and insurance proposals
Collect, organise, and analyse client financial data and documentation
Prepare regular reports on portfolio performance and client progress
Conduct market and product research to support investment and insurance recommendations
Assist in preparing client presentations and business development materials
Review financial products and policy terms to compare options for clients
Coordinate with external partners when needed
Requirements
Bachelor's degree in Finance, Economics, Business, Accounting, or related field
1-3 years of experience in financial services, consulting, or an analytical role
Strong analytical and Excel skills (financial modeling or reporting experience is a plus)
Excellent attention to detail and accuracy
Sales-oriented
and support in client acquisition and relationship building
Ability to manage multiple tasks and meet deadlines
Why Join Us
Work with experienced financial advisors and gain exposure across wealth, insurance, real estate, and investment planning
Professional growth in a well-established Dubai-based firm
Convenient office location next to BurJuman Mall
Supportive team culture with real learning opportunities and client interaction
Job Type: Full-time
Pay: From AED3,000.00 per month
Education:
Bachelor's (Preferred)
Experience:
* Analyst : 1 year (Preferred)
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