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Job Description

Description

  • Assess clients' financial situations and develop customized plans to meet their goals.
  • Analyze investment opportunities and provide recommendations based on clients' risk tolerance and objectives.
  • Monitor clients' financial portfolios and make adjustments as needed to stay on track.
  • Conduct thorough research on financial products, markets, and trends to stay current and relevant.
  • Educate clients on various investment options, retirement planning, tax strategies, and estate planning.
  • Collaborate with other professionals, such as accountants and lawyers, to ensure clients' comprehensive financial health.
  • Stay informed about changes in financial regulations and compliance requirements.
  • Provide exceptional customer service and build long-lasting relationships with clients.


Skills

Requirements

  • Bachelor's degree in finance, economics, or a related field.
  • Certified Financial Planner (CFP) designation.
  • Minimum of 3 years of experience as a financial planner or advisor.
  • In-depth knowledge of financial products, investment opportunities, and market trends.
  • Proficient in financial planning software and tools.
  • Excellent analytical and problem-solving skills.
  • Strong communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Attention to detail and accuracy.
  • High ethical standards and integrity.


Job Details

Job Location
Riyadh Saudi Arabia
Company Industry
Human Resources Outsourcing
Company Type
Employer (Private Sector)
Job Role
Finance and Investment
Employment Type
Full Time Employee
Monthly Salary Range
Unspecified
Number of Vacancies
1
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Taj Holding is a diversified holding group which, through investments and joint-ventures in various sectors – including Technology, Management & Maintenance, Real Estate & Construction, Logistics & Tech-Services and Branding & Architecture, seeks opportunities with a broad market approach for sustainable growth and optimized return on investments.

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