drjobs Senior Private Client Advisor العربية

Senior Private Client Advisor

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1 Vacancy
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Jobs by Experience drjobs

2 - 2 years

Job Location drjobs

Dubai - UAE

Monthly Salary drjobs

Not Disclosed

Nationality

Any Nationality

Gender

N/A

Vacancy

1 Vacancy

Job Description

Responsibilities:

  • Developing financial plans to help clients achieve their long-term and short-term financial goals.
  • Advising clients on taxes, retirement planning, investments, and insurance decisions, depending on their financial goals.
  • Assessing how certain life changes and financial status changes affect clients’ financial plans and adjusting such plans accordingly.
  • Traveling to clients’ homes and places of business to consult with them.

Employment Type

Full Time

Department / Functional Area

Administration

Key Skills

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