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Financial Advisor

2 months ago

Sharjah, Sharjah, United Arab Emirates Petrofac Careers Sharjah Full time
Key Responsibilities:
  • Client Consultations: Engage with clients to gather information on their financial objectives, risk tolerance, and current financial situation to develop tailored financial plans.
  • Financial Planning: Provide expert advice on investment strategies, insurance coverage, and cash management to help clients achieve their financial goals.
  • Account Review and Analysis: Regularly review client accounts and financial plans to identify areas for improvement and make recommendations for changes.
  • Financial Data Analysis: Analyze financial data to develop strategies for meeting clients' financial objectives and provide regular updates on their financial progress.
  • Client Communication: Maintain regular contact with clients to understand changes in their financial situation and provide guidance on how to adapt their financial plans accordingly.
  • Portfolio Management: Oversee and update client portfolios to ensure they remain aligned with their financial objectives and risk tolerance.
  • Client Relationship Management: Foster and maintain strong relationships with clients to build trust and ensure their long-term financial success.