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Financial Planning Specialist

2 months ago

Sharjah, Sharjah, United Arab Emirates Marsh & McLennan Companies Full time
Key Responsibilities:

As a key member of the Marsh & McLennan Companies team, you will be responsible for developing and implementing comprehensive financial plans that align with clients' long-term and short-term goals.

Key Accountabilities:
  • Conduct thorough financial assessments to identify areas for improvement and develop tailored strategies to achieve clients' objectives.
  • Provide expert advice on investment opportunities, tax planning, and retirement strategies to ensure clients' financial well-being.
  • Collaborate with clients to understand their financial goals and develop customized plans to achieve them.
  • Stay up-to-date with market trends and economic conditions to ensure clients' financial plans remain on track.
  • Build and maintain strong relationships with clients to deliver exceptional service and support.
  • Work closely with other professionals, such as accountants and attorneys, to ensure seamless communication and coordination.
Requirements:
  • Strong analytical and problem-solving skills to develop effective financial plans.
  • Excellent communication and interpersonal skills to build strong relationships with clients.
  • Ability to stay up-to-date with market trends and economic conditions.
  • Strong attention to detail and organizational skills to manage multiple client relationships.