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المالية والمحاسبة · وصف وظيفي

SR. ANALYST, FINANCIAL CONTROLS

Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. In the GCC market, this role is actively hired across qatar with 2 recent postings.

إعلانات الخليج
2
الأسواق النشطة
1
الخبرة المعتادة
—
لمحة عن الراتب

كم يتقاضى SR. ANALYST, FINANCIAL CONTROLS في الإمارات

الوسيط الشهري الإجمالي بالدرهم لوظيفة SR. ANALYST, FINANCIAL CONTROLS بمستوى متوسط. اطّلع على التفصيل الكامل حسب الدولة ومستوى الخبرة.

المئوية 25
14,000
الوسيط
21,000
المئوية 75
30,500
اطّلع على نطاقات الرواتب ←
المهام الرئيسية
  • 01Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
  • 02Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
  • 03Answer clients' questions about the purposes and details of financial plans and strategies.
  • 04Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
  • 05Manage client portfolios, keeping client plans up-to-date.
  • 06Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
  • 07Recommend financial products, such as stocks, bonds, mutual funds, or insurance.
  • 08Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
  • 09Contact clients periodically to determine any changes in their financial status.
  • 10Prepare or interpret for clients information, such as investment performance reports, financial document summaries, or income projections.
  • 11Explain to clients the personal financial advisor's responsibilities and the types of services to be provided.
  • 12Investigate available investment opportunities to determine compatibility with client financial plans.
المؤهلات التعليمية
  • — Post-Baccalaureate Certificate

المهارات المطلوبة

Reading ComprehensionActive ListeningWritingSpeakingMathematicsCritical ThinkingActive LearningLearning Strategies

المهارات المفضّلة

MonitoringSocial PerceptivenessCoordinationPersuasionNegotiationInstructingService OrientationComplex Problem SolvingJudgment and Decision MakingSystems AnalysisSystems EvaluationTime Management

الأدوات والتقنيات

ACT! ACT4AdvisorsAdvent AxysAdviceAmerica AdvisorVisionAdvisory World ICEASI Client Acquisition SolutionAsset allocation softwareAutomatic Data Processing ProxyEdgeBrentmark Stock Option Risk AnalyzerCabinet NG CNG-SAFECheshire Financial Planning SuiteComplianceMAXCorel QuattroProCygnus IncomeMaxDataViz Beyond ContactsEducation planning softwareEISI NaviPlan

شركات نرى أنها توظّف

  • QatarEnergy

التوظيف حاضر في

  • qatar
اطّلع على نطاقات الرواتب ←افتح في مولّد الوصف الوظيفي ←
أدوار ذات صلة

المزيد من الأدوار في المالية والمحاسبة

أدوات مجانية · 04

أدوات مجانية إضافية

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