Wealth Advisor

Private Company

Al Najada - Doha (City)

Date Posted:
2019/10/09

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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 an 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 a lead role in communications ensuring timely responses and integrity in all actions.


Job Details

Country
Qatar
Job Location
Al Najada - Doha (City)
Company Industry
Accounting
Employment Type
Full Time Employee .
Monthly Salary Range
5000
Number of Vacancies
1

Preferred Candidate

Language
Arabic
English

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Date Posted: 2019/10/09

Wealth Advisor

Private Company

Al Najada - Doha (City)

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 an 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 a lead role in communications ensuring timely responses and integrity in all actions.

Job Details

Country
Qatar
Job Location
Al Najada - Doha (City)
Company Industry
Accounting
Employment Type
Full Time Employee
Monthly Salary Range
5000
Number of Vacancies
1

Preferred Candidate

Language
Arabic
English

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No Related Jobs Found

See More

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