Jose Thomas Email & Phone Number

Dubai, United Arab Emirates

1. Engages in regular research and reading to stay apprised about the global economy, financial markets, and general current events2. Maintains current knowledge about financial products available to corporate and individual clients, including bonds, stocks and alternative investments3. Works closely with investment analysts to assess financial information and investment opportunities4. Presents investment opportunities and related analysis while pitching a proposed course of action in meetings with clients5. Uses complex financial models to project future earning and profit potential and uses this data to inform decisions and proposals6. Makes decisions about financial and investment opportunities on behalf of clients7. Meets with an investment team, including analysts and other managers, to stay up-to-date about market situations and company decisions that may impact one another8. Takes on high levels of responsibility on behalf of financial institutions, corporate clients, investment organisations, and insurance companies9. Helps in creating personalized financial strategies to organize and transfer assets efficiently, minimize tax implications, and ensure the seamless distribution of wealth in accordance with clients' wishes.

Dubai, United Arab Emirates

Dubai

Dubai, Uae

At Nexus, we make people aware of their current financial situation and plan what actions they need to take now and in the future to ensure that all their major financial goals and commitments are reached. 1. Family Welfare & Security - As expats in the fast-paced life of Dubai and UAE., we need to ensure that our family continues to enjoy their current standard of living even if we are not around (basically Life Insurance - making sure that we are adequately insured in case we die). Also if we are critically ill or disabled and lose our source of income, adequate critical illness cover takes care of our expenses during this time. 2. Financial Independence & Retirement Planning - Most of us outlive the current retirement ages of 60-65 years by a significant margin of 20 to 25 years which presents us with the problem of being self-sufficient after having stopped working. Retirement planning revolves around having structured savings plans to provide for our needs during retirement years. 3. Children's Future & Well-being - We help expats identify the right amount needed for their children's education and the time they have remaining to save this amount. We then recommend a structured savings plan that can meet this goal in the time available. 4. Lifetime Goals and Aspirations - We help expats identify their lifetime goals and aspirations such as buying a house, traveling across the world, etc.. and put together structured savings and investment plans to ensure that they are able to meet this goals in the time available. For corporate clients, we ensure they are getting the best deals for their insurance needs and that all the bases are covered. We also assist in setting up employee benefit plans such as group medical insurance, group life insurance, corporate pensions and provident funds etc. which can help significantly in recruiting and retaining top quality staff

Dubai

1. Providing wealth management and advisory services to retail clients.2. Resolve customer problems and act as a liaison with other departments and divisions in managing the customer's relationship with the Company3. Prepare Weekly business plan with update forecast and conduct Weekly variance analysis.4. Identifying the potential customers and follow up with them. 5. Develop and implement an effective plan for sourcing new business prospects and developing new customer relationships.6. Ensure the Company Policy on Financial Planning and ‘Know Your Client’ is strictly adhered.7. Building sound relationship with the existing clients and sourcing new to company clients.

Bengaluru Area, India

Bachelor Of Commerce (B.Com.), Marketing And Finance

Mba, Marketing And Finance