Financial Planner

7 days ago


Manama, Bahrain MA Group Full time

We are currently seeking highly skilled and driven Bahraini individuals to join our dynamic financial planning team as Financial Planners. In this role, you will be responsible for developing comprehensive financial strategies and solutions to help our clients achieve their financial goals and secure their financial future.

**Responsibilities**:

- Conduct thorough financial assessments and analyze clients' current financial situations, including income, expenses, assets, liabilities, and risk tolerance.
- Develop personalized financial plans that cover investment management, retirement planning, tax optimization, insurance coverage, and other financial areas.
- Provide recommendations and advice to clients on the most appropriate financial products and services to meet their unique needs and objectives.
- Monitor and regularly review clients' financial plans, making adjustments as needed to ensure they remain on track.
- Educate and collaborate with clients to help them understand financial concepts, make informed decisions, and take an active role in their financial wellness.
- Stay abreast of the latest financial regulations, market trends, and industry best practices to provide clients with the most up-to-date and relevant guidance.
- Maintain strong relationships with clients, providing exceptional customer service and regularly communicating progress and updates.
- Contribute to the development and implementation of financial planning tools, processes, and strategies.
- Assist in the training and mentoring of junior financial planning professionals.

**Requirements**:

- **MUST **Bahraini nationality with a valid MOL Profile.
- Degree in _finance_, _economics_, or a related field preferred.
- Comprehensive knowledge of financial planning principles, investment strategies, tax planning, and risk management.
- Strong analytical and problem-solving skills with the ability to translate complex financial information into actionable plans.
- Excellent communication and interpersonal skills to effectively engage with clients and build trust-based relationships.
- Proficient in using financial planning software and MS Office suite.
- Ability to work independently and as part of a team, managing multiple priorities and deadlines.
- Commitment to ongoing professional development and staying current with industry trends and regulations.
- Adherence to the highest ethical standards and a strong dedication to client-centric service.
- Passion for the financial planning profession and a desire to make a positive impact on clients' financial well-being.

Pay: BD500.000 - BD700.000 per month

Application Question(s):

- Important Note: Please ensure that you meet the job requirements (position is for Bahrainis only & active file at the Ministry of Labor). If you meet the requirements, please respond with "Yes." Thank you.


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