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

BFA

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Job Roles

Card Job Role Description

Job Role

Financial Analyst

Job Family Code

BFA

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

BFA

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

BFA

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

BFA

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

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Portfolio Management

Investment opportunities in the financial markets allow you to choose between the shares of many companies listed in the financial markets, and they are usually exposed to different levels of risk and varying levels of returns. Given that the investment options available to the investor are many and different and may reach dozens of stocks and investment funds; This program has been designed to build and manage investment portfolios in line with the types and requirements of investors in the financial market according to the different models for managing the risks related to them to achieve the targeted returns for investors.

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Planning and Innovation Skills

Innovative thinking and planning are among the most important tasks in the business system. Innovation is an urgent necessity for continuity and growth. This program focuses on identifying the strengths, weaknesses, opportunities, and threats facing the organization. In addition to defining goals, how to formulate them and building plans according to the administrative level, identifying the elements of the planning process and integrating innovative thinking in the planning stages to ensure creative results.

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Problem Solving and Decision Making

Successful organizations rely on Critical Thinking and creative thought leaders who can generate inventive problem solving answers to the organizations issues. This training program provides participants with the knowledge and skills required to analyze problems and implement creative ideas in a practical way for the work environment, in addition to familiarity with tools and techniques that help analyze solutions, choose the most appropriate, and schedule lists to choose the best solutions.

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IPO Masterclass for Professionals

A company's IPO is one of the biggest strategic decisions it can make during its financial lifespan and is considered the best way to raise capital and expand in the future. Due to the rapid growth of the financial markets، private companies were able to obtain liquidity، expand their shareholder base، and introduce radical structural and operational changes through public offerings. This training program aims to prepare participants with the knowledge، skills، and tools necessary to originate & execute IPOs. This training program aims to prepare participants with the knowledge، skills، and tools necessary to originate & execute IPOs.

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Emotional Intelligence for Professionals

People with high intelligence and mental abilities may not necessarily be successful in life. It is essential to possess emotional intelligence, or the ability to control feelings and emotions, in order to be successful and achieve personal development. The objective of this program is to provide participants with emotional intelligence skills that will enable them to understand their feelings, regulate them, deal with them positively, master communication, possess emotional competence, and get rid of negative emotions.

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Providing Services for People with Disabilities in Financial Institutions

Having the ability to communicate and deal with people with disabilities is one of the most important skills that all frontline employees in financial institutions must possess, in a way that enhances the humanitarian role of those institutions towards their clients of people with disabilities, and contributes to facilitating ways to provide financial services to this group of society and establish fairness among all segments of society. This training program covers several topics, the most important of which is the concept of people with disabilities, and the instructions of the Central Bank related to the services provided in financial institutions for them, as well as the skills of dealing and communication and the mechanism of welcoming them.

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Professional Communication Skills for the Insurance Sector

Professional communication skills are considered an important factor in any relationship in general and in insurance specifically, and therefore, any servicing industry, including insurance, highly regard the basic principles that control the behavior and communication with others as it gives them an edge in understanding different personalities in future clients and the best ways to deal with them. This skill-based course in Professional communication skills in insurance is ideal for any candidates looking to communicate in the right way, effectively, efficiently and successfully with other people as communication in insurance is a core element in favoring one company over another. The topics we concentrate on include; principles and foundations of human relations, basic principles that govern human communication and behavior, communication process, criticism and personality types.

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Finance for Non-Financial

"Finance for Non-Finance Professionals" is an extensive 4-day program, with condensed and engaging sessions totalling 7 hours each day, specifically oriented towards degree-educated professionals from varied industries, the programme is ideal for those in non-financial positions and who seek to bolster their financial literacy. This comprehensive program is meticulously designed to demystify the world of finance for participants, fostering a proficiency that enables them to decipher and utilise financial information for strategic advantage. Over the course of these four days, participants will engage with financial principles and analysis techniques tailored to extend their expertise beyond their specific specialties, thereby equipping them with the understanding crucial for holistic and informed decision-making processes.

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Self-Management

The ability to self-knowledge, set priorities, and effectively manage your goals is vital in both personal and work life. This training program is designed to enable participants to discover and understand themselves, direct their abilities, manage their feelings and behavior to achieve the desired goals, which leads

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Investment Funds-Management and Operations

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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.

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Reading and Analyzing Financial Statements

Since the financial statements provide us with historical information and aggregate figures, the decision maker needs tools that enable him to enter into the details of this information and the indicators that show the relationship between them. This program provides the participants with basic knowledge required to analyze the financial statements and how to use the extracted indicators in evaluating the firms performance, making decisions, and drawing up future plans and policies.

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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.

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Code of Professional Conduct in the Private Sector

Every profession has ethics, and every organization has ethical standards. Ethics is the basis of business, and the employee's commitment to work ethics does not mean only following regulations and laws, but also ensuring that work is carried out within standards and rules of professional conduct, in a way that enhances job commitment and achieves credibility and transparency. This program focuses on introducing participants to the standards of work in the financial sector, the code of professional ethics, relevant regulations and legislation, knowledge of professional rights and duties and how to maintain confidentiality and information security, as well as knowledge of protocols for dealing with others in the work environment.

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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.

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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.

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Financial Planning, Analysis and Forecasting

Since the financial statements provide us with historical information and total figures, the decision maker needs tools that enable him to enter into the details of this information and the indicators that show the relationship between them. Therefore, close knowledge of the tools of planning, analysis and financial forecasting is one of the basic skills needed to manage the financial resources of the enterprise. This program provides participants with the basic knowledge to analyze financial statements and how to use the extracted indicators in evaluating the performance of the enterprise, making decisions and drawing future plans and policies for it. Additionally, it covers the forecasting model that depends on a specific set of financial criteria on which the financial plan for the facility is based.

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Debt Capital Markets

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Excellence Customer Experience

Increasing competition has forced businesses to think carefully about deepening and improving their relationship with customers. Customer experience is the driver of organizations transformation and business development. This program focuses on developing and refining the skills of employees to improve the customer experience at all stages of engagement with the customer. The program also covers how to develop a basic model for improving customer experience that ensure customer satisfaction and loyalty, which results in increasing the organization's market share and maximizing its profits, in addition to developing a positive customer experience culture within the organization at all customer touchpoints.

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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.

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Reading and Analyzing Financial Statements and Reports

Since the financial statements provide us with historical information and aggregate figures, the decision maker needs tools that enable him to enter into the details of this information and the indicators that show the relationship between them. This program provides the participants with basic knowledge required to analyze the financial statements and how to use the extracted indicators in evaluating the firms performance, making decisions, and drawing up future plans and policies .

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Introduction to Financing & Investment

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Effective Communication Skills

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Wealth Management and Financial Advice

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Early Warning Indicators of Financial Default and Credit Reassessment

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Structuring Mergers & Acquisitions

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

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Investing in Fintech Business

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Risk Oversight: The Role of the Board

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Work Ethics in Capital Market Sector

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Certified Investor Relations Officer (CIRO)

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Financial Analysis as a Tool for Financial Planning and Forecasting

Since the financial statements provide us with historical information and total figures, the decision maker needs tools that enable him to enter into the details of this information and the indicators that show the relationship between them. Therefore, close knowledge of the tools of planning, analysis and financial forecasting is one of the basic skills needed to manage the financial resources of the enterprise. This program provides participants with the basic knowledge to analyze financial statements and how to use the extracted indicators in evaluating the performance of the enterprise, making decisions and drawing future plans and policies for it.

Details

Strategic Thinking- BDI

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Investing in Stocks

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Exams Related to JobFamily

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