- Company Name: Aspire World Investments
- Street: 1603, Iris Bay Tower, Business Bay
- State: Dubai
- Country: United Arab Emirates
- Email Address: [email protected]
- Contact No.: 0567865767
- Salary: 6000 - 7999
- Gender: Female
- Career Level: Mid-level
- Minimum Experience: 2-5 Years
- Minimum Education: Masters Degree
- Employment Type: Full Time
- Listed: January 2, 2017 10:46 AM
- Expires: 333 days, 14 hours
How to apply
Contact via email, or provided phone number
1. contacting clients and setting up meetings, either within an office environment or in clients’ homes or business premises.
2. conducting in-depth reviews of clients’ financial circumstances, current provision and future aims;
analysing information and preparing plans best suited to individual clients’ requirements.
3. completing risk analysis.
4. researching the marketplace and providing clients with information on new and existing products and services.
5. designing financial strategies.
6. assisting clients to make informed decisions.
7. researching information from various sources, including providers of financial products.
8. reviewing and responding to clients changing needs and financial circumstances.
9. promoting and selling financial products to meet given or negotiated sales targets.
10. negotiating with product suppliers for the best possible rates.
11. liaising with head office and financial services providers.
12. communicating with other professionals, such as estate agents, solicitors and valuers.
11. keeping up to date with financial products and legislation.
12. producing financial reports.
13. contacting clients with news of new financial products or changes to legislation that may affect their savings and investments.
14.meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.