The ideal Directs candidate conducts and participates in cost analyses and rate studies. Prepares statements and reports of estimated future costs and revenues. Review of accounting and administrative controls. Establishes system controls for new financial systems and develops procedures to improve existing systems
Responsibilities·Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)·Assess the firm’s overall financial picture, understand its needs, and develop a solid financial plan Guide the firm toward a profitable and secure financial decision· Cultivate the firm base and build win-win relationships· Keep abreast of new industry trends and research the market to back up financial consulting· Oversee the course of the financial plan and update it, if necessary, to ensure profits·Comply with all industry rules and regulations·Liaise with providers, solicitors, valuers, and other professionals·Assist in the development of plans for the company·Market Research & Market Analysis·Utilize the firm’s client-centered wealth management philosophy to guide your advisory services with an individual client base.·Meet with the accounts team to form a financial outlook including expenses, income, insurance coverage, objectives, tax status, risk tolerance, or other elements to build a financial plan and present it to the management.· Analyze market performance, investments, and client data to develop strategies for meeting clients' financial goals.
Qualifications• Bachelor’s Degree is a must.• Minimum of 3 yearsُ of experience in the same position.• Good communication and interpersonal skills• Fluent in Arabic and English language• Computer literacy is required. MS Office (Word, Excel).