Personal Finance Officer
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Key skills for this role
About the Role
MISAK Commercial Brokers LLC is a financial services and consultation firm committed to empowering individuals and businesses with tailored lending, payment, and investment solutions.
Key Skills for This Role
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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.
The company focuses on integrity-driven, customer-centric services that make access to credit simpler and more transparent.
Its expertise spans credit facilitation, payment processing, and long-term financial planning, helping clients strengthen their financial stability.
Team members collaborate in a dynamic environment that values professionalism, ethical conduct, and measurable results.
Joining MISAK offers the opportunity to contribute to clients’ financial growth while developing a specialized career in financial services.
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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