Personal Finance Officer
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Key skills for this role
About the Role
MISAK Commercial Brokers LLC is seeking a Personal Finance Officer for an on-site role in Abu Dhabi. The officer will assess client financial needs, recommend lending and investment options, and guide clients through applications.
Key Skills for This Role
Responsibilities
- Assess clients’ financial needs, analyze income, expenses, and liabilities
- Recommend suitable lending, payment, and investment options
- Review financial documents and statements, prepare basic financial reports
- Ensure accurate documentation for applications and approvals
- Meet with clients, explain financial products in clear language, guide them through application processes
- Maintain regular follow up to support clients' financial goals
- Coordinate with internal teams and partners
- Adhere to regulatory and company compliance standards
- Maintain updated records in the company’s systems
Requirements
- Strong foundation in finance, including knowledge of personal finance concepts and financial statements
- Proficiency in financial reporting and ability to interpret basic financial data
- Well developed analytical skills to assess client situations and evaluate risk
- Clear and professional communication skills, both written and verbal
- Bachelor's degree in Finance, Accounting, Business, Economics, or a related field
- Experience in banking, financial services, or consumer lending is preferred
- High level of integrity, attention to detail, and commitment to regulatory and ethical standards
- Ability to work with basic financial software, CRM tools, and standard office applications
- Fluency in English; additional languages commonly used in the UAE are an advantage
Full Job Posting
Company Description
- MISAK Commercial Brokers LLC is a financial services and consultation firm committed to empowering individuals and businesses with tailored lending, payment, and investment solutions.
Role Description
- The Personal Finance Officer is a full time, on site role based in the United Arab Emirates.
- The role involves assessing clients’ financial needs, analyzing income, expenses, and liabilities, and recommending suitable lending, payment, and investment options.
- The Personal Finance Officer will review financial documents and statements, prepare basic financial reports, and ensure accurate documentation for applications and approvals.
- Daily responsibilities include meeting with clients, explaining financial products in clear language, guiding them through application processes, and maintaining regular follow up to support their financial goals.
- The role also requires coordinating with internal teams and partners, adhering to regulatory and company compliance standards, and maintaining updated records in the company’s systems.
Qualifications
- Strong foundation in finance, including knowledge of personal Finance concepts and Financial Statements.
- Proficiency in Financial Reporting and the ability to interpret basic financial data for client recommendations.
- Well developed Analytical Skills to assess client situations, evaluate risk, and match solutions to needs.
- Clear and professional Communication skills, both written and verbal, to explain products and processes to clients.
- Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field (or equivalent relevant experience).
- Experience in banking, financial services, or consumer lending is preferred.
- High level of integrity, attention to detail, and commitment to regulatory and ethical standards.
- Ability to work with basic financial software, CRM tools, and standard office applications.
- Fluency in English; additional languages commonly used in the UAE are an advantage.
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