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Financial Advisor
Struxen
Dubai, UAE
Part Time
Mid
Hybrid
1 weeks ago
Financial PlanningInvestment AnalysisRetirement PlanningRisk AssessmentCash Flow ManagementPortfolio Construction
Free
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Financial PlanningInvestment AnalysisRetirement Planning
About the Role
Struxen is looking for a part-time Financial Advisor to review client challenges, provide tailored financial advice, and prepare recommendations. The role requires expertise in financial planning, investments, and retirement strategies, with a hybrid work arrangement in Dubai.
Key Skills for This Role
Financial PlanningInvestment AnalysisRetirement PlanningRisk AssessmentCash Flow ManagementPortfolio Construction
Responsibilities
- Review clients’ submitted business and personal finance challenges
- Analyze clients' financial situation and provide tailored advice on planning, investments, and retirement strategies
- Prepare concise financial recommendations, scenario analyses, and risk assessments
- Collaborate with internal stakeholders to ensure proposed solutions are clear, actionable, and easy to implement
- Stay updated on market trends, regulations, and financial products
Requirements
- Strong knowledge of core finance principles and practical experience in Finance and Financial Advisory
- Proven ability in Financial Planning, including cash flow management, budgeting, and goal based planning
- Expertise in Investments, such as portfolio construction, risk assessment, and asset allocation
- Experience in Retirement Planning, including long term savings strategies and income planning
- Bachelor’s degree in Finance, Economics, Business, or a related field
- Relevant certifications (e.g., CFA, CFP) are an advantage
- Ability to analyze complex financial information and communicate recommendations clearly
- Comfort working in a hybrid environment in Dubai, with strong time management and self organization skills
- High ethical standards, client focused mindset, and adherence to applicable financial regulations
Full Job Posting
Company Description
- Struxen is an international platform that connects specialized expertise to businesses based on specific challenges rather than ongoing retainers.
Role Description
- The Financial Advisor will review clients’ submitted business and personal finance challenges, analyze their financial situation, and provide tailored advice on planning, investments, and retirement strategies.
- The role involves preparing concise financial recommendations, scenario analyses, and risk assessments that align with client objectives and budgets.
- The Financial Advisor will collaborate with internal stakeholders to ensure that proposed solutions are clear, actionable, and easy for clients to implement.
- The advisor will also stay updated on market trends, regulations, and financial products to maintain high quality, current guidance.
Qualifications
- Strong knowledge of core finance principles and practical experience in Finance and Financial Advisory.
- Proven ability in Financial Planning, including cash flow management, budgeting, and goal based planning.
- Expertise in Investments, such as portfolio construction, risk assessment, and asset allocation.
- Experience in Retirement Planning, including long term savings strategies and income planning.
- Bachelor’s degree in Finance, Economics, Business, or a related field; relevant certifications (e.g., CFA, CFP) are an advantage.
- Ability to analyze complex financial information and communicate recommendations clearly to non specialist audiences.
- Comfort working in a hybrid environment in Dubai, with strong time management and self organization skills.
- High ethical standards, client focused mindset, and adherence to applicable financial regulations and best practices.
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