Financial Services Consultant role at Euromonitor in Dubai. Delivering insightful research and strategic analysis for top - tier clients in the financial sector.
About the role
- Financial Wellbeing Coach at Operation HOPE providing personalized guidance on homeownership. Helping clients navigate the process and ensuring compliance with HUD guidelines.
Responsibilities
- Conduct one-on-one counseling sessions with clients seeking homeownership assistance
- Provide information and guidance on HUD programs
- Develop personalized action plans based on individual client needs
- Deliver comprehensive financial education to clients
- Enroll clients into client management system and establish strong relationships with clients
- Monitor clients' progress towards financial goals using Dynamics software
- Connect clients with additional resources and maintain accurate records of client activities
Requirements
- Bachelor’s degree in finance, Housing, Counseling, or a related field
- 2+ years of work experience in a related field
- Proficiency in MS Word, Excel, and PowerPoint
- Currently HUD certified or must pass the HUD Certified Counselor exam within first 90 days
- Previous experience in homeownership counseling or related roles
Benefits
- Health insurance
- Flexible work arrangements
- Professional development
Job title
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