Financial Services Specialist
2 days ago
Company Overview:
Petrofac Careers Sharjah is a leading international oil and gas services provider. We are committed to delivering exceptional services that meet our clients' needs.
Job Description:
We are seeking an experienced Financial Services Specialist to join our team in Sharjah. As a key member of our team, you will be responsible for providing financial guidance and advice to our clients. You will work closely with our clients to understand their financial goals and develop tailored financial plans to help them achieve success.
Key Responsibilities:
- Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, 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 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.
Requirements:
To be successful in this role, you will need excellent communication and interpersonal skills, as well as the ability to analyze complex financial data and provide clear recommendations. A degree in finance, accounting, or a related field is required, along with relevant experience in the industry.
Benefits:
We offer a competitive salary and benefits package, including opportunities for career growth and professional development.
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