Job Family Card - Financial Advisory

Assess clients’ financial situation. Conducts economic and financial market research. Suggest and renders financial services to clients based on their financial situation. Provide clients with financial products and services in different financial services fields. Create financial plans for clients and develop Investment strategies. Educate individuals on Financial products, investment, and general financial awareness.

Job Family Code

CFA

Career Path View

Job Roles

Card Job Role Description

Job Role

Financial Analyst

Job Family Code

CFA

Job Family

Financial Advisory

Responsibilities

    Assist in all aspects of deal execution including market and financial due diligence.

    Research the marketplace and providing clients with information on new and existing products and services.

    Determine financial status by analysing results, monitoring variances, identifying trends, recommending actions to management.

    Execute financial actions and assess options in relation to organisation goals.

    Prepare financial reports by collecting, formatting, analysing, and explaining information.

Card Job Role Description

Job Role

Financial Advisor

Job Family Code

CFA

Job Family

Financial Advisory

Responsibilities

    Define client financial situation by completing quantitative analyses.

    Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.

    Determine the risk tolerance by assess how aggressive investment ability and the amount of risk they can bear, considering the client's situation.

    Develop personally tailored investment solutions for clients by modelling and valuation of investment opportunities.

    Recommend and Advise on financial plans taking into consideration the fiduciary responsibilities.

Card Job Role Description

Job Role

Financial Advisory Manager

Job Family Code

CFA

Job Family

Financial Advisory

Responsibilities

    Design the financial strategies and comprehensive plans according to clients' situations and requirements ensuring observation of fiduciary responsibility at all times.

    Manage and update clients portfolios according to situation changes affecting the investment plans.

    Evaluate optional plans by identifying outcomes and potential returns, and educate clients regarding the range of applicable financial plans and investment options available to them.

    Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.

    Manage the financial advisory performance and ensure it is up to the professional standards and conforms with the organisation's overall policies.

Card Job Role Description

Job Role

Head of Financial Advisory

Job Family Code

CFA

Job Family

Financial Advisory

Responsibilities

    Contribute to the formulation of the overall organisation's strategy, in collaboration with others in the executive team, focusing on the organisation's financial advisory function.

    Approve and ensure implementation of financial advisory function policies and procedures and ensure its efficiency.

    Manage financial advisory function and ensures its compliance to regulatory requirements as well as market standards.

    Manage and monitor financial advisory function budget for cost efficiency.

    Manage internal and external relationships and represent the organisation in all business matters related to financial advisory function.

    Ensure clients portfolios are updated against identified situation changes to potential risks affecting the investment returns.

Programs Related to JobFamily

All Training Programs

Teamwork Skills

There is a Chinese proverb that says: Behind every capable person there are capable people. Collaboration is a vital part of personal and professional life, so learning team development and organizational culture is a great start to a better future. This training program is designed to provide participants with the concept of team work, the mechanisms for building it, the importance of developing the group spirit among the participants, and mechanisms for increasing the degree of team cohesion, rooting group values and unifying the vision among team members, which increases the effectiveness of work teams and reduces friction and conflict between teams within the organization through Unity of vision and goals and achieving more effective results.

Details

Official Correspondence and the Art of Technical Writing

Administrative correspondence is an effective means of communication between members of the work team in organizations, which ensures the effective flow of information and decisions. This training program focuses on enhancing and developing participants' skills to learn about the art of formal writing and the mechanisms and stages of administrative correspondence, which supports communication and efficient problem solving, in addition to achieving goals effectively.

Details

Effective Manager

Effective management has always been an important part of the working life of employees, as motivation, enthusiasm and productivity are closely related to how efficient and effective a manager is. The manager is not only responsible for the management’s output and reports, but also the responsibility of supporting and empowering employees by understanding their needs, motives, and guiding them in areas where they need to develop. The best leaders are those who communicate effectively with their employees and have high levels of emotional intelligence. So, what are some characteristics of an effective manager and how should he motivate and empower his employees and team members to achieve the best results? This training program focuses on effective management methods and basic skills for managers, as well as a review of the concepts and methods of guidance and how to set smart goals for employees, in addition to identifying motivation methods and its obstacles, and addressing the challenges facing managers to increase their ability to empower employees and direct them towards achieving the organization's desired goals.

Details

Change Management

Globalization, automation, digitalization and changes in workforce patterns over the past five years, and most recently due to the COVID-19 pandemic, have made rapid business transformation a necessity for organizations to change the way they think and act to keep pace with developments. In this training program, participants obtain the skills necessary to manage change by developing critical skills and familiarizing themselves with the tools to implement change accurately and smoothly, thus positively impacting the organization's growth and success, as well as its ability to remain competitive in the field of business.

Details

International Financial Reporting Standards (IFRS)

Accounting is the language of business, and it is an information system that provides a wide range of stakeholders with the financial information they need to make rational decisions in finance and investment. The accuracy of this information is important to users, so the International Accounting Standards Board IASB issued international accounting standards and international financial reporting standards to ensure the quality of this information. This course includes an explanation of the most important international accounting standards related to the preparation and presentation of financial statements and its included items matching with the IAS and IFRS requirements and meets the users’ needs

Details

Advanced Business Writing

Are you familiar with the basics of business writing? Can you simplify complex ideas? Would you like to improve your technical writing and reporting skills? Professional writing skills improve relationships and performance between employees and stakeholders, thus contributing to the credibility and professionalism of a business. Through this training program, participants will develop business writing skills that will allow them to communicate effectively with each other through learning and using various electronic methods, as well as acquiring the skills necessary to efficiently prepare formal letters and technical reports.

Details

Effective Communication Skills

Communication is the basis of success, the greater the ability to communicate effectively, the greater the chances of success in work and personal life. This training program is designed to improve and develop the verbal and nonverbal communication skills of employees, and to provide participants with communication skills to achieve the goals of the communication process, in addition to developing the skills of listening, presentation, recitation and feedback, and understanding the purposes of body language to enhance the communication process.

Details

Microsoft Excel- Basic Level

With the huge amount of data that must be handled and analyzed every day, it is imperative that you learn how to use a flexible tool to handle equations and statistics professionally, and Microsoft Excel is the most popular tool for doing so. This training program is designed to provide participants with the knowledge and skills needed to organize, analyze and present data, by learning how to perform calculations, use functions, and manage workbooks efficiently and effectively.

Details

Finance for Non-Financial

In the most complex global business environment, employees need an understanding of accounting and finance to ensure value creation and maximize growth. Therefore, to succeed at any job level, knowing basic financial principles is importance. In this training program, participants will learn the concept of accounting, its objectives, and branches. In addition to knowing the inputs and outputs of the accounting system. Familiarization with all the steps of operating the accounting system (recording, posting, balancing, preparing financial reports). As well as how to prepare financial statements (final) and the use of accounting data, accounting information, and financial statements in making

Details

Emerging Leaders Program (ELP)

Unlock your potential to lead and inspire with The Financial Academy's Emerging Leader Program (ELP), tailored for ambitious professionals ready to leave a lasting impact. ELP encapsulates the core of transformative leadership by blending interactive sessions with actionable insights, aiming to develop a growth mindset, master strategic communication, and exert powerful influence. This journey of self-discovery encompasses engaging lectures, in-depth case studies, and personalized coaching, all designed to arm you with vital leadership skills for today's ever-evolving financial sector. ELP not only boosts your confidence to lead but also encourages you to inspire others. The program developed in partnership with the Center for Creative Leadership, the program is a lighthouse for those determined to redefine norms, foster innovation, and steer teams toward unparalleled success. Embrace the future as a visionary leader who navigates with precision, energizes with actions, and turns obstacles into opportunities. Embark on your leadership journey—enroll in the Emerging Leader Program today.

Details

Artificial Intelligence for Executives (AIE)

Dive into the future of finance with our cutting-edge Artificial Intelligence in Finance program, designed specifically for today's financial leaders. This immersive training experience will equip you with the knowledge and tools to harness AI technology, transforming your approach to financial strategies, risk management, and customer service. Learn from industry experts how AI is reshaping the financial sector, from predictive analytics to automated customer interactions, and how you can lead this change within your organization. Whether you're looking to innovate your services, enhance decision-making processes, or drive a culture of digital transformation, our program offers a comprehensive roadmap to mastering AI in finance. With hands-on exercises, real-world case studies, and strategic planning workshops, you'll emerge ready to tackle the challenges and opportunities of AI integration. Perfect for finance professionals seeking to stay ahead in a rapidly evolving industry, this program will not only expand your skill set but also position you as a leader in the digital finance revolution. Join us to unlock the full potential of AI in your financial practices, setting new standards for excellence and innovation in your field.

Details

The Next CEO

In today's dynamic and competitive business landscape, leadership excellence and strategic thinking are paramount for senior executives. This course has been meticulously designed to empower CEOs and top-level executives with the knowledge, skills, and insights necessary to navigate the complexities of modern leadership successfully. Over the five intensive days, we will embark on a transformative journey, delving into the core principles of visionary leadership, strategic planning, effective decision-making, financial acumen, ethical leadership, and governance best practices. Through engaging lectures, interactive discussions, practical exercises, and real-world case studies, you will not only enhance your leadership capabilities but also gain the strategic prowess required to lead your organisation toward sustainable growth and success.

Details

GCC BDI Certified Board Directors- Module 2: The Effective Director

Corporate governance is simply about how we run our businesses to ensure they are run properly, fairly and in the interests of all key stakeholders. Boards of directors are responsible for the governance of their companies, but all employees need to be aware of their roles and responsibilities and apply the policies, procedures and guidelines which the board sets out for them. This module examines the role, authority, legal responsibilities of an effective director and the relationship between board performance and its structure, composition and membership.

Details

Future Financial Leadership Program (FFLP)

Future Financial Leadership Program (FFLP) is one of the Financial Academy’s initiatives that aim at achieving the Saudi Vision 2030, by developing a squad of competent leaders who will lead future development of financial sector, based on the objectives of the Financial Sector Development Program (FSDP).

Details

Investing in Fintech Business

The program offers a comprehensive exploration of how technology is transforming finance. Through a series of expert-led lectures and interactive workshops, participants will delve into FinTech investment strategies and gain a thorough understanding of the sector’s dynamics. The curriculum includes an in-depth immersion into Silicon Valley’s ecosystem, providing valuable opportunities to connect with leading FinTech startups, seasoned investors, and industry experts. This experience highlights the lifecycle of ventures and strategies for strategic growth. Aimed at equipping attendees with critical insights, the program emphasizes the importance of legal compliance, the strategic value of investments, and the transformative impact of partnerships in the FinTech industry.

Details

Risk Oversight: The Role of the Board

GCC BDI is the leading organization in the region for board directors, BDI has a strong values-based and ethical corporate culture. As well as focusing on employee training and development on personal and career growth and instilling corporate values and work ethics in them. This training program focuses on the board’s role in risk oversight, risk governance structures, risk appetite and balancing risk and opportunity, incorporating strategic risk thinking into strategy, effective Enterprise Risk Management and disclosure, and embedding a risk culture.

Details

Work Ethics in Capital Market Sector

This program is designed to enhance work ethics and commitment in the capital market, focusing on the importance of transparency and credibility in building a solid reputation for the financial sector. The program aims to equip participants with the tools and knowledge necessary to achieve the highest standards of professional conduct. This shall include training on how to deal with various ethical scenarios in the financial workplace to ensure sustainable growth and success in the financial sector.

Details

Strategic Thinking- BDI

GCC BDI is the leading organization in the region for board directors, BDI has a strong values-based and ethical corporate culture. As well as focusing on employee training and development on personal and career growth and instilling corporate values and work ethics in them. This workshop will explore the board’s role in setting the strategic vision and direction for the organization, the importance of strategic thinking and creating competitive advantage, innovation and the latest technological trends.

Details

Investing in Stocks

The stock market is one of the most important capital markets in which companies are financed for direct investment, and in which investors search for investment opportunities that are suitable for them. This program is designed to provide participants with a sound understanding of dealing in the stock market and gain the ability to understand the different types of stock analysis, including economic analysis, fundamental analysis and technical analysis to support making an appropriate investment decision for stock market dealers.

Details

Exams Related to JobFamily

All Exams
We value your feedback

Dear visitor, we hope that you will participate in improving and developing the services provided by the academy on the website.

Was it easy to find what you were looking for on the Academy's website?
Was the information presented on the Academy’s website sufficient and useful?
Please share with us your suggestions for developing the website
Thank you!