Financial Planner
Dubai, United Arab Emirates
Job Description
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Assess clients\xe2\x80\x99 financial goals, risk tolerance, and investment preferences through comprehensive financial planning. Develop personalized financial plans, including retirement planning, investment strategies, tax planning, and estate planning. Provide recommendations on asset allocation, investment products, and insurance coverage. Monitor and review clients\xe2\x80\x99 financial portfolios and make adjustments as needed. Educate clients on financial matters and empower them to make informed decisions about their finances.
Job Requirements:
Bachelor\xe2\x80\x99s degree in Finance, Business, or related field. Certified Financial Planner (CFP) designation. Proven experience in financial planning or advisory roles. Strong analytical and problem-solving skills. Excellent interpersonal and communication abilities.
Assess clients\xe2\x80\x99 financial goals, risk tolerance, and investment preferences through comprehensive financial planning. Develop personalized financial plans, including retirement planning, investment strategies, tax planning, and estate planning. Provide recommendations on asset allocation, investment products, and insurance coverage. Monitor and review clients\xe2\x80\x99 financial portfolios and make adjustments as needed. Educate clients on financial matters and empower them to make informed decisions about their finances.
Job Requirements:
Bachelor\xe2\x80\x99s degree in Finance, Business, or related field. Certified Financial Planner (CFP) designation. Proven experience in financial planning or advisory roles. Strong analytical and problem-solving skills. Excellent interpersonal and communication abilities.
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Job Detail
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Job IdJD1662677
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationDubai, United Arab Emirates
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EducationNot mentioned