Financial Advisor

lxbfYeaa - قطر - الدوحة

Position Overview:

  • Join our Financial and Consulting Advisory Company as a Corporate Financial Advisor.
  • Attract corporate clients and provide expert financial advice and consulting services.
  • Build strong relationships with potential clients and understand their financial needs.
  • Offer tailored solutions to help clients achieve their business objectives.

Responsibilities:

Business Development:

  • Actively prospect and generate leads for corporate clients.
  • Attract clients to the Financial and Consulting Advisory Company.

Client Relationship Management:

  • Build and maintain strong relationships with corporate clients.
  • Provide personalized financial advice and consulting services.

Financial Analysis:

  • Conduct comprehensive financial analyses of clients' businesses.
  • Identify opportunities, risks, and areas for improvement.

Investment Advisory:

  • Offer strategic investment advice to corporate clients.
  • Consider financial goals, risk tolerance, and market trends.

Risk Management:

  • Assess clients' financial risks.
  • Develop risk management strategies to safeguard assets and enhance profitability.

Financial Planning:

  • Collaborate with clients to create comprehensive financial plans.
  • Align plans with corporate objectives and long-term growth strategies.

Market Research:

  • Stay updated on industry trends, economic developments, and regulatory changes.
  • Inform clients of financial decisions based on market insights.

Cross-selling Services:

  • Identify opportunities to cross-sell other financial products and services.
  • Offer insurance, asset management, and mergers/acquisitions options.

Compliance and Regulations:

  • Ensure all financial advisory activities comply with relevant laws and regulations.
  • Adhere to industry standards.

Performance Tracking:

  • Monitor and evaluate the performance of clients' investments.
  • Provide periodic reports and updates to clients.

Collaborative Teamwork:

  • Collaborate with internal teams (analysts, researchers, consultants) to provide comprehensive financial solutions.

Qualifications and Skills:

  • Bachelor's degree in finance, business administration, or related field.
  • Advanced certifications such as CFA, CPA, or ACCA are preferred.
  • Proven at least two years of experience as a Financial Advisor, ideally in corporate Banking.
  • Strong knowledge of financial markets, investment products, risk management strategies, and financial planning principles.
  • Excellent communication and interpersonal skills.
  • Analytical mindset and ability to conduct in-depth financial analysis.
  • Result-oriented with a track record of meeting or exceeding targets.
  • Familiarity with relevant laws, regulations, and compliance standards.
  • Proficiency in financial software and tools.
  • Self-motivated and able to work independently and collaboratively within a team.

Salary and Benefits:

  • Monthly salary of QAR 7,500.
  • Incentive package based on performance.
  • Comprehensive medical insurance package.
  • Annual leave of 30 calendar days.
  • Professional development opportunities.

Join our dynamic team as a Corporate Financial Advisor and enjoy the benefits of a competitive salary, attractive incentive package, comprehensive medical insurance, and generous annual leave. Be part of a growing and reputable Financial and Consulting Advisory Company. Apply now!

تاريخ النشر: ١٤ يناير ٢٠٢٥
الناشر: LinkedIn
تاريخ النشر: ١٤ يناير ٢٠٢٥
الناشر: LinkedIn