Financial Consultant

Confidential Company  عمان - الأردن  تاريخ النشر:2024/10/21   سجلي الدخول للتقدم

Responsibilities

  • Conduct comprehensive financial assessments for clients, evaluating income, expenses, investments, and risk exposure.
  • Develop customized financial plans and investment strategies aligned with client goals, including wealth management, retirement planning, and estate planning.
  • Provide advice on tax optimization, risk management, and insurance strategies to ensure financial protection.
  • Analyze market trends, investment portfolios, and financial products to recommend informed financial strategies.
  • Collaborate with clients to adjust financial plans in response to life changes, market fluctuations, or economic conditions.
  • Prepare detailed financial reports, forecasts, and investment plans for clients.
  • Monitor and review clients' financial progress, offering ongoing advice and adjustments to ensure continued alignment with goals.
  • Maintain compliance with financial regulations and ensure ethical financial practices in all client engagements.
  • Build and maintain strong relationships with clients to foster trust and long-term partnerships.
  • Stay updated on financial industry trends, products, and regulations to provide clients with the best advice.

Qualifications

  • Bachelor’s degree in Finance, Economics, Accounting, or a related field.
  • 3 years of experience in financial consulting, wealth management, or financial advisory services.
  • Solid knowledge of financial products, markets, investment strategies, and risk management techniques.
  • Proficiency in financial analysis tools and software, such as Excel, financial modeling, and portfolio management tools.
  • Strong understanding of tax regulations, investment products, and financial planning.
  • Excellent interpersonal and communication skills, with the ability to explain complex financial concepts clearly.
  • Client-focused mindset with strong problem-solving skills and a proactive approach to financial planning.
  • Strong ethical standards and a commitment to regulatory compliance.
  • Professional certification such as CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), or CPA (Certified Public Accountant) is a plus.
المهارات المطلوبة
  • المالية
  • تقرير مالى
  • Financial Models
تفاصيل الوظيفة
  • الموقع عمان - الأردن
  • القطاع المحاسبة والمالية
  • نوع الوظيفة دوام كامل
  • الدرجة العلمية بكالوريوس
  • الخبرات 2 - 4
  • الجنسية غير محدد
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