Financial Advisor
5 days ago
Company Description
Innovestcore is an AI-powered investment platform designed to connect visionary founders with smart investors through blockchain-verified transparency and intelligent deal-flow automation. The platform leverages cutting-edge AI and blockchain technology to make fundraising and investing more efficient, trustworthy, and data-driven. Innovestcore enables investors to discover and evaluate high-potential startups securely while facilitating seamless collaboration. Founders benefit from access to qualified capital, mentorship, and a transparent funding journey, advancing innovation and growth.
Role Description
This is a full-time, on-site role for a Financial Advisor, based in Dubai. The Financial Advisor will be responsible for assessing clients' financial needs, developing financial plans, and advising on strategic growth opportunities. Key tasks include providing guidance on investments, retirement planning, and managing financial portfolios. The role entails building relationships with clients, staying informed about market trends, and ensuring all recommendations align with clients' objectives.
Qualifications
- Expertise in Financial Planning and Retirement Planning to guide clients in securing their future
- Strong knowledge of Finance and Financial Advisory to assess, analyze, and strategize for optimal outcomes
- Comprehensive understanding of Investments and portfolio management to identify lucrative opportunities
- Excellent communication and interpersonal skills to build long-term client relationships
- Bachelor's degree in Finance, Economics, Business Administration, or related field
- Knowledge of financial regulations and compliance requirements
- Ability to analyze market trends and provide data-driven financial strategies
- Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are highly preferred
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