Client Advisor
Talentmate
United Arab Emirates
28th June 2024
2406-1-9781
Job Description
The Client Advisor will be responsible for providing personalized financial advice and services to clients. They will be responsible for analyzing financial goals, recommending investment strategies, and providing exceptional customer service. The ideal candidate will have strong financial knowledge, excellent communication skills, and the ability to build and maintain client relationships.
Responsibilities
- Understanding clients' financial goals and objectives
- Analyzing clients' financial situations and proposing personalized investment strategies
- Providing advice and guidance on various financial products and services
- Executing trade orders and managing investment portfolios
- Monitoring market trends and performance of investments
- Providing exceptional customer service and resolving client inquiries
- Building and maintaining long-term relationships with clients
- Keeping up-to-date with the latest financial products and investment opportunities
- Collaborating with colleagues and specialists to meet clients' needs
- Achieving sales targets and objectives
Requirements
- Bachelor's degree in finance, economics, or a related field
- Proven experience as a client advisor or in a similar role
- Strong knowledge of financial products and investments
- Excellent communication and presentation skills
- Professional certifications (CFA, CFP) are a plus
Job Details
| Role Function: | N/A | Work Type: | Full-Time |
|---|---|---|---|
| Role Level: | Mid-Level | Country: | United Arab Emirates |
| City: | Dubai | Number of Vacancies: | 1 |
| Job Category: | Banking | Company Website: | https://www.talentmate.com/ |
| Skills & Expertise |
Good Communication Skill
Attention to detail
|
||
What We Offer
- Health Insurance
- Visa
- Paid Annual Leaves
- Maternity and Paternity Leaves
About the Company
Searching, interviewing and hiring are all part of the professional life. The TALENTMATE Portal idea is to fill and help professionals doing one of them by bringing together the requisites under One Roof. Whether you're hunting for your Next Job Opportunity or Looking for Potential Employers, we're here to lend you a Helping Hand.
Similar Jobs
Disclaimer: talentmate.com is only a platform to bring jobseekers & employers together. Applicants are advised to research the bonafides of the prospective employer independently. We do NOT endorse any requests for money payments and strictly advice against sharing personal or bank related information. We also recommend you visit Security Advice for more information. If you suspect any fraud or malpractice, email us at abuse@talentmate.com.