Job Description
- Analyze financial information obtained from
clients to determine strategies for meeting clients’ financial - objectives.
- Employ financial planning strategies in all
areas including, retirement, investments, insurance, planning - and estate planning.
- Answer clients’ questions about the purposes
and details of financial plans and strategies. - Guide clients in the gathering of
information, such as bank account records, income tax returns, life and
disability insurance records, pension plans, or wills. - Meet with clients’ other advisors, such as
attorneys, accountants, trust officers, or investment bankers, to fully
understand clients’ financial goals and circumstances. - Prepare or interpret for clients information
such as investment performance reports, financial document summaries, or
income projections. - Recommend to clients strategies in cash
management, insurance coverage, investment planning, or other areas to
help them achieve their financial goals. - Implement financial planning recommendations
or refer clients to someone who can assist them with plan implementation. - Investigate available investment
opportunities to determine compatibility with client financial plans. - Manage client portfolios, keeping client
plans up-to-date. - Open accounts for clients and disburse funds
from accounts to creditors as agent for clients. - Develop, present and record financial
planning, investment reports and investment advisory recommendations to
individuals and families. - Maintain ongoing client relations by taking lead
role in communications ensuring timely responses and integrity in all
actions.
Job Requirements
- Arabic Speaking Candidates
- Candidates with transferable visa required
How To Apply
Interested candidates Can share their Resume on careers@vistasglobal.com
