Conseiller en gestion de patrimoine
Je recherche un emploi en gestion de patrimoine à Dubaï qui comprend les tâches suivantes : Construire et entretenir de solides relations avec les clients. Effectuer des évaluations financières complètes. Élaborer des plans financiers personnalisés. Gérer et surveiller les portefeuilles d'investissement des clients. Fournir des recommandations pour les ajustements du portefeuille. Assurer le respect des exigences réglementaires.
Wealth Management Advisor
I'm looking for a job in Wealth Management in Dubai which includes the following tasks :
- Build and maintain strong client relationships.
- Conduct comprehensive financial assessments.
- Develop customized financial plans.
- Manage and monitor client investment portfolios.
- Provide recommendations for portfolio adjustments.
- Ensure compliance with regulatory requirements.
Client Discovery / Wealth Analysis
In-depth Knowledge in Taxation, Economics, Real Estate, and Accounting Management
Development of Wealth Management Strategies
Team Spirit, Interpersonal Skills, Responsible
Adaptability, Diligent, Good Listener
French Baccalaureate in Economics and Social Sciences, 2017/2018
Bachelor's Degree in Economics and Management, First Year, 2018/2019
Higher National Diploma in Accounting and Management, 2019/2021
Bachelor's Degree in Negotiation and Wealth Management in Real Estate and Finance, 2021/2022
Master's Degree in Wealth Management, Second Year, 2022/2024
Français (Langue maternelle)
Arabe (Notions)
Anglais (Intermédiaire)
