Portfolio Manager
2 days ago
As a Financial Planner at our client, you will play a crucial role in helping high net worth individuals and families achieve their financial goals.
You will be responsible for building strong relationships with clients, understanding their needs, and developing tailored financial plans to meet those needs.
This is a fantastic opportunity to work with a prestigious financial service firm in the UAE and make a real impact on people's lives.
Key Responsibilities:
- Conduct in-depth financial assessments of clients to identify areas for improvement.
- Develop and implement personalized financial plans to help clients achieve their goals.
Requirements:
- Advanced qualifications in finance or a related field (e.g. DipFA).
- Proven track record of managing complex client portfolios and assets under management.
- Strong communication and interpersonal skills.
- Ability to think critically and make informed decisions.
- Self-motivated and driven individual with a passion for delivering excellent results.
What We Offer:
A competitive remuneration package, including a retainer and uncapped fee structure.
Ongoing professional development opportunities to enhance your skills and knowledge.
A dynamic and supportive work environment that fosters collaboration and innovation.
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