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Financial Planning Expert
1 week ago
About the Role:
We are seeking experienced Wealth Management Professionals to join our team in Dubai. As a key member of our advisory team, you will be responsible for offering financial planning support to clients and assisting investment professionals in nurturing client relationships.
Your primary objectives will include crafting accurate financial plans, advising clients on optimal financial solutions for their medium to long-term plans, and providing exceptional customer service to meet the evolving needs of our clients.
Your Qualifications:
- 2+ years of experience in the financial services industry.
- In-depth knowledge of the investment landscape.
- Excellent interpersonal skills.
- Proficiency in English, both written and spoken.
About Us:
Client of Prestige IFA is committed to delivering exceptional financial services to our clients. Our team of experts is dedicated to providing personalized advice and support to help our clients achieve their financial goals.