Corporate Finance Advisor

Corporate Finance Advisor

Job description


  • Determine client’s expenses, income, insurance coverage, financial objectives, tax status, risk tolerance to develop a financial plan.
  • Answering client questions about financial plans and strategies and giving financial advice.
  • Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
  • Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance require changes in their plan.
  • Analyzing financial data received from clients to develop strategies for meeting clients’ financial goals.
  • Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
  • Manage and regularly update clients’ portfolios.
  • Building and maintaining your client base.

    • 36 Years of prior work experience in an investment banking, consulting firmor Big 4 in an advisory role.
    • Preferably CFA or Master’s degree/Bachelor’s Degree with specialization in either of Business Administration, Finance, Economics or Accountancy
    • Strong financial modeling skills
    • Understands transaction cycle and the process and is execution oriented
    • Selfdirected, highly motivated, and able to work independently
    • Strong written and verbal communication skills
    • Impeccable communication details with the ability to effectively interact with senior professionals, clients, and key stakeholders in other line of business
      Job Types:
      Full-time, Permanent

      Ability to commute/relocate:

      • Manama: Reliably commute or planning to relocate before starting work (required)Expected Start Date: 11/12/2022

Apply for the job


    To apply for this job please visit

    Job Summery

    • Company Name: Procorp Management
    • Published on:
    • Location: Bahrain, Manama
    • Job Type: Other

    Follow the latest jobs on Telegram