Confidential Companyعمان - الأردنتاريخ النشر:2024/10/31 سجلي الدخول للتقدم
Responsibilities
Client Advisory and Relationship Management
Develop and maintain long-term relationships with clients, serving as a trusted advisor on financial matters.
Conduct in-depth financial needs assessments, risk tolerance analyses, and goal-setting consultations with clients.
Proactively communicate with clients about changes in financial markets, portfolio performance, and personal financial updates.
Financial Planning and Strategy Development
Design and implement comprehensive financial plans, including retirement, investment, tax, estate, and education planning.
Provide guidance on risk management and insurance strategies aligned with client goals.
Identify and recommend investment products and services that align with clients’ financial objectives.
Investment Management
Monitor client portfolios, conducting performance reviews and recommending adjustments as necessary.
Evaluate financial products, market trends, and economic data to support informed investment recommendations.
Work collaboratively with internal and external investment partners to provide optimal client solutions.
Compliance and Documentation
Ensure compliance with industry regulations, company policies, and ethical standards.
Maintain accurate, up-to-date client records and complete required documentation for transactions and client reviews.
Stay informed about regulatory changes affecting financial advisory practices and communicate impacts to clients.
Qualifications
Experience: Minimum of 10 years in financial advisory, wealth management, or a related field.
Education: Bachelor's degree in Finance, Economics, Business Administration, or related field (MBA or relevant certification such as CFP, CFA preferred).
Licensing: Active Series 7, Series 66 (or equivalent) licenses required.
Technical Skills: Proficiency in financial planning software, CRM tools, and advanced Excel skills.
Soft Skills: Exceptional interpersonal and communication skills, with the ability to explain complex financial concepts in a clear, accessible way.
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