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Financial Services Consultant
1 week ago
A Financial Services Consultant at our Client of Aurawoo International office in Abu Dhabi, UAE, will be responsible for providing financial planning and consulting services to clients. This role requires a deep understanding of insurance products, financial markets, and investment strategies. The ideal candidate will have excellent communication and interpersonal skills, as well as the ability to analyze complex financial data and develop effective solutions.
Key Responsibilities:
- Financial Planning: Develop comprehensive financial plans for clients, including income tax planning, retirement planning, and estate planning.
- Investment Advisory: Provide investment advice to clients, including portfolio management and wealth accumulation strategies.
- Risk Management: Identify and mitigate risks associated with clients' financial situations, including life insurance, disability insurance, and long-term care insurance.
- Compliance: Ensure compliance with regulatory requirements and industry standards, including anti-money laundering and know-your-customer regulations.
Desired Candidate Profile:
- High school diploma or equivalent
- Bachelor's degree in finance, accounting, or a related field (advantageous)
- Proven experience in a financial planning or consulting role within the finance, banking, or insurance industry
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving skills
- Familiarity with financial markets and investment strategies
- Knowledge of insurance products and risk management techniques
