Wealth Advisor
Vistas Global
Doha
منذ 5 يوم
source : ExploreJobs

DohaAnalyze financial information obtained fromclients to determine strategies for meeting clients’ financialobjectives.Employ financial planning strategies in allareas including, retirement, investments, insurance, planningand estate planning.

Answer clients’ questions about the purposesand details of financial plans and strategies.Guide clients in the gathering ofinformation, such as bank account records, income tax returns, life anddisability insurance records, pension plans, or wills.

Meet with clients’ other advisors, such asattorneys, accountants, trust officers, or investment bankers, to fullyunderstand clients’ financial goals and circumstances.

Prepare or interpret for clients informationsuch as investment performance reports, financial document summaries, orincome projections.

Recommend to clients strategies in cashmanagement, insurance coverage, investment planning, or other areas tohelp them achieve their financial goals.

Implement financial planning recommendationsor refer clients to someone who can assist them with plan implementation.Investigate available investmentopportunities to determine compatibility with client financial plans.

Manage client portfolios, keeping clientplans up-to-date.Open accounts for clients and disburse fundsfrom accounts to creditors as agent for clients.

Develop, present and record financialplanning, investment reports and investment advisory recommendations toindividuals and families.

Maintain ongoing client relations by taking leadrole in communications ensuring timely responses and integrity in allactions.

Job RequirementsArabic Speaking CandidatesCandidates with transferable visa requiredHow To ApplyInterested candidates Can share their Resume on careers vistasglobal.com

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