Life & Investments Advisor
Established in 2001, Our Client is regulated by the UAE Insurance Authority under the UAE Ministry of Economy. The company specializes in providing unbiased financial solutions to Corporate and Individual clients. With our Client's Advisors who are qualified and experienced to International standards, the company always ensure they deliver trust, commitment and outstanding service. Our Client is independent and is not influenced by any Bank, Insurance Company or Fund House, their Advisors are devoted to provide unbiased guidance. This is a truly added benefit to their clients, giving them the security of the company's approach in creating individual bespoke financial solutions.
• Scheduling appointments and regular meetings with clients in order to understand their financial goals and requirements
• Conduct regular in-depth reviews of clients’ current financial circumstances and requirements.
• Provide a financial planning service to clients offering excellent financial advice.
• Provide full advice on aspects of pensions, life and investments products.
• Prepare financial plans for clients with a mixture of long and short term requirements
• Analysing financial data from clients to develop approaches for meeting clients' financial goals.
• Inform clients and answer questions about their options and potential risks.
• Keep track of clients' accounts and establish if changes are needed to improve account performance or accommodate life changes
• Promote and sell financial products with a view to meeting specified targets, within the normal parameters of what is "best advice" for clients.
• Work closely with Administration to fully implement the plans approved by your clients.
• Conduct yourself and your business with the highest levels of professional and ethical behavior at all times.
|Job Location:||Dubai, United Arab Emirates|
|Company Industry:||Aesthetic Medicine; Insurance & TPA; Financial Services|
|Career Level:||Senior Executive|
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