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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.
Required Skills
- Financial Analysis
- Financial Reporting
- Financial Models
Job Details
- Location Amman - Jordan
- Industry Accounting & Finance
- Job Type Full-Time
- Degree Bachelor
- Experience 2 - 4
- Nationality Unspecified
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