Financial Planning Advisor

4 weeks ago


Sharjah, Sharjah, United Arab Emirates Petrofac Careers Sharjah Full time
Key Responsibilities:

Petrofac Careers Sharjah seeks a skilled Financial Planning Advisor to join our team. As a key member of our organization, you will be responsible for providing expert financial guidance to clients, helping them achieve their financial objectives.

Key Responsibilities:
  • Financial Planning: Develop and implement comprehensive financial plans for clients, taking into account their income, expenses, insurance coverage, financial objectives, tax status, and risk tolerance.
  • Financial Advice: Provide expert financial advice to clients, answering their questions and helping them make informed decisions about their financial plans.
  • Investment Planning: Advise clients on investment strategies, helping them achieve their financial goals and manage risk.
  • Cash Management: Help clients manage their cash flow, ensuring they have sufficient funds to meet their financial obligations.
  • Financial Analysis: Analyze financial data to identify areas for improvement and develop strategies to help clients achieve their financial objectives.
  • Client Communication: Regularly communicate with clients to understand their changing financial needs and provide tailored advice and guidance.
Requirements:

To be successful in this role, you will need:

  • Strong Financial Knowledge: A deep understanding of financial planning, investment strategies, and risk management.
  • Excellent Communication Skills: The ability to communicate complex financial information in a clear and concise manner.
  • Strong Analytical Skills: The ability to analyze financial data and develop effective strategies to help clients achieve their financial objectives.


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