Financial Consultant

Confidential   Amman - Jordan  Date Posted: 2023/12/20   Login to Apply


  • 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



  • 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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