Provide expert advice and guidance to clients on various aspects of their financial situation, goals and needs.
Analyze client current financial status and plans, develop future financial strategies and advice, create and personalize financial plans and recommend suitable investments products and strategies.
Monitor and review the performance of client’s portfolios and adjust them as needed to ensure optimal financial performance.
Conduct financial modeling and carry out financial valuations
Qualifications:
A degree in finance and/or accounting.
2-3 years of relevant experience.
Master’s degree is a plus.
Working towards and/or planning to obtain CFA, CMA is highly desirable.
Excellent written, oral, and presentation skills in English and Arabic.
Driven, resilient, and disciplined with a desire to advance their knowledge and skills.
Excellent computer skills, demonstrating strong skills in all key packages such as Microsoft Word, Excel & PowerPoint.
High analytical skills, logical and organized thinking.
نحن نستخدم ملفات تعريف الارتباط لضمان حسن سير عمل موقعنا. للحصول على تجربة زيارة محسنة ، نستخدم منتجات التحليل. يتم استخدامها عندما توافق على "الإحصائيات".بيان الخصوصية