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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.
Required Skills
- Financial Analysis
- Financial Models
Job Details
- Location Amman - Jordan
- Industry Accounting & Finance
- Job Type Full-Time
- Degree Bachelor
- Experience 8 - 10
- Nationality Unspecified
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