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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.
BFA20
BFA30
BFA40
BFA50
Financial Analyst
BFA20
Financial Advisory
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.
Financial Advisor
BFA30
Financial Advisory
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.
Research
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Knowledge of the Economy
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Investment Analysis
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Portfolio Management
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Investment Advisory
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Customer Focus
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Wealth Planning Administration
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Financial Planning & Advisory
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Corporate Finance
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Asset Management
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Financial Advisory Manager
BFA40
Financial Advisory
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.
Relationship Management
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Knowledge of the Economy
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Planning
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Portfolio Management
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Investment Advisory
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Customer Focus
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Wealth Planning Administration
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Financial Planning & Advisory
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Corporate Finance
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Asset Management
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Head of Financial Advisory
BFA50
Financial Advisory
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.
Relationship Management
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Knowledge of the Economy
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Planning
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Stakeholder Management
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Strategy Formulation
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Portfolio Management
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Investment Advisory
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Wealth Planning Administration
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Financial Planning & Advisory
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Corporate Finance
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Business Management
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Business Acumen
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Asset Management
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Competency Framework
Individual
Accounting and Finance
