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Financial Planning Specialist

2 months ago

Sharjah, Sharjah, United Arab Emirates Marsh & McLennan Companies Full time
Key Responsibilities:
  • Developing comprehensive financial plans to help clients achieve their long-term and short-term financial objectives.
  • Providing expert advice on tax strategies, retirement planning, investment management, and insurance solutions tailored to clients' financial goals.
  • Conducting thorough assessments of clients' financial situations and adjusting their plans accordingly in response to life changes or financial status updates.
  • Engaging with clients at their homes or places of business to provide personalized consultation services.
  • Staying informed about market trends and economic conditions to make informed investment decisions.
  • Identifying new business opportunities through targeted outreach and networking with professionals in related fields.
  • Collaborating with accountants, real estate agents, attorneys, and other experts to verify information and provide comprehensive services.
  • Researching and recommending suitable investment opportunities for clients.