Financial Planner
3 months ago
**Financial **Planner**:
**Job **Description**:
- Help clients achieve financial goals (e.g., retirement, education).-
- Conduct financial analysis and assessments.-
- Develop comprehensive financial plans.-
- Provide investment, tax, and estate planning guidance.-
- Manage client portfolios and assets.-
- Monitor financial market trends and regulatory changes.-
- Communicate financial strategies and recommendations.-
- Build and maintain client relationships.-
- Ensure compliance with financial regulations.-
- Stay up-to-date with industry developments.**Job **Requirements**:
- Bachelor’s degree in Finance, Economics, or related field.-
- 2-5 years of financial planning experience.- Strong knowledge of financial planning principles, laws, and regulations.- Proficiency in financial software (e.g., Financial Planning Toolkit).-
- Excellent communication, analytical, and problem-solving skills.-
- Ability to work under pressure and meet deadlines.**Job Category**:Operations**Job Type**:Full Time**Job Location**:Dubai
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