Company Description

Chubb is a global leader in insurance, operating in 54 countries and territories. The company provides a comprehensive range of commercial and personal property and casualty insurance, reinsurance, life insurance, and supplemental health products. Known for its financial strength, responsive claims service, and insightful risk management, Chubb serves a diverse clientele with a commitment to fairness and efficiency. Headquartered in Zurich with additional executive offices in New York, London, and Paris, Chubb employs approximately 40,000 people worldwide and is listed on the New York Stock Exchange (NYSE: CB).

Role Description

This is a full-time, on-site role located in Alexandria, Egypt for a Financial Planner. The Financial Planner will meet with clients to assess financial needs, develop personalized financial plans, and provide recommendations on investments, insurance, and retirement planning. The role involves ongoing client relationship management, regular updates to financial plans, and collaboration with other financial professionals to ensure comprehensive service delivery.

Qualifications

• Expertise in Financial Planning and Personal Financial Planning
• Certified Financial Planner (CFP) credential or equivalent certification is preferred
• Proficiency in Finance, including budgeting and investment management
• Strong knowledge of Retirement Planning strategies and solutions
• Excellent interpersonal, communication, and client relationship management skills
• Ability to analyze data and provide strategic financial insights
• Bachelor’s degree in Finance, Economics, Business Administration, or a related field
• Previous experience in a financial advisory or financial planning role is a plus