Financial Planning

1 week ago


Dubai, Dubai, United Arab Emirates GMG Dubai Full time

The job posting is outdated and position may be filled

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  • Evaluate clients' financial documents including their income, expenses, and liabilities.
  • Offer support and guidance in financial, insurance, and investment planning.
  • Create strategic financial plans and budgets for clients.
  • Monitor clients' needs and adjust their financial plans accordingly.
  • Prepare financial and business analysis reports.
  • Present and market financial products and services.
  • Find potential clients and foster long-lasting relationships.
  • Ensure you stay updated on the latest regulations, practices, and financial products.
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