Corporate Finance Advisor

Job description

Responsibilities:

• 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.
  Requirements:
  • 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