Financial Planning Specialist

3 weeks ago


Dubai, Dubai, United Arab Emirates Insight Global Full time

Key Responsibilities:

  • Manage a large portfolio of clients, providing personalized financial guidance and support.
  • Work with Fidelity clients in the growth phase, helping them navigate financial processes and achieve their goals.
  • Engage in face-to-face interactions with customers, building strong relationships and understanding their unique needs.
  • Develop and implement tailored financial solutions, driving client satisfaction and loyalty.

Requirements:

  • Strong analytical and problem-solving skills, with the ability to think critically and make informed decisions.
  • Excellent communication and interpersonal skills, with a focus on empathy and understanding.
  • Ability to work in a fast-paced environment, prioritizing tasks and managing multiple projects simultaneously.
  • Proficiency in financial software and systems, with a willingness to learn and adapt to new technologies.


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