Financial Analyst

We’re looking for a motivated Analyst to join our growing team. This role is ideal for someone early in their career who enjoys working with data, analyzing financial information, and supporting advisors in delivering exceptional client service.

Key Responsibilities:

• Support financial advisors in preparing client financial plans, investment and insurance proposals
• Collect, organise, and analyse client financial data and documentation
• Prepare regular reports on portfolio performance and client progress
• Conduct market and product research to support investment and insurance recommendations
• Assist in preparing client presentations and business development materials
• Review financial products and policy terms to compare options for clients
• Coordinate with external partners when needed

Requirements

• Bachelor’s degree in Finance, Economics, Business, Accounting, or related field
• 1–3 years of experience in financial services, consulting, or an analytical role
• Strong analytical and Excel skills (financial modeling or reporting experience is a plus)
• Excellent attention to detail and accuracy
• Sales-oriented and support in client acquisition and relationship building
• Ability to manage multiple tasks and meet deadlines

Why Join Us

• Work with experienced financial advisors and gain exposure across wealth, insurance, real estate, and investment planning
• Professional growth in a well-established Dubai-based firm
• Convenient office location next to BurJuman Mall
• Supportive team culture with real learning opportunities and client interaction

Job Type: Full-time

Pay: From AED3,000.00 per month

Education:

• Bachelor's (Preferred)

Experience:

• Analyst : 1 year (Preferred)