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Responsibilities:
- 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.
- Positive can-do attitude.
- Strong communication and interpersonal skills.
Required Skills
- Finance
Job Details
- Location Amman - Jordan
- Industry Accounting & Finance
- Job Type Full-Time
- Experience 2 - 3 Years
- Nationality Unspecified
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