Investment Advisor
1 month ago
- Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed 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 necessitate 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.
- Implementing financial plans or referring clients to professionals who can help them.
- Managing and updating client portfolios.
- Contacting clients regularly to discover changes in their financial status.
- Building and maintaining your client base.
-
Client Advisor
1 month ago
Amman, Jordan Royal Investment Full timeAs a Client Advisor/Designer, you will be an ambassador of the brand, ensuring that every client is treated according to the company’s standards.You will strive to understand the needs and aspirations of our clients to bring their visions to life.You will be dedicated to pushing the boundaries of creativity and design, crafting unique solutions that...
-
Senior Investment Advisor
1 month ago
Amman, Jordan Banyan Global Full timeInterview members/clients to determine financial position, resources, and assets available to invest towards financial goalsCounsel clients on purchase or sale of securities, financial/insurance services and investment plans in or separate from a retirement planService client inquiries by effectively working with operations support personnel at vendors and...
-
Data Responsibility Advisor
1 month ago
Amman, Jordan UNOPS Full timeFunctional Responsibilities:The Data Responsibility Advisor will perform the following duties: Oversee the adoption of the OCHA Data Responsibility Guidelines by field colleagues in specific operational contexts.Represent OCHA as a subject-matter expert and facilitator in inter-agency, intergovernmental, multilateral, private sector, and non-governmental...
-
Sr Java Developer
1 month ago
Amman, Jordan Braintrust Full timeAbout the jobJob DescriptionAcross Asset & Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high...
-
Individual Giving Advisor
2 weeks ago
Amman, Jordan SOS Children's Village Association of Jordan Full timePrepare new markets for starting individual fundraising with focus on online fundraising channelsSupport countries in fostering local fundraising growth by further developing and introducing online fundraising channelsSecure individual fundraising investment into online channels by developing local in-house expertise for online fundraising (e.g....
-
Amman, Jordan Arab Bank Full timeKey roles & Accountability: Servicing new and existing HNW clients relationships in the region by providing them with the full suite of financial services products & services.Provide financial services solutions to the HNW and wealth client base.Developing a plan to acquire new client relationships as well as broadening existing client...
-
Regional Policy and Advocacy Advisor
2 weeks ago
Amman, Jordan International Rescue Committee Full timeRaise awareness and influence decision makers to invest in and adopt effective early childhood development solutions, communicating policy advocacy expertise and visionCreate, enhance, and leverage a network of relevant contacts that foster regional policy and advocacy partnerships in collaboration with country and regional stakeholders Contribute towards...
-
IT Senior Business Partner
1 month ago
Amman, Jordan AstraZeneca Full timeAccountabilities:As a member of the EUCAN IT Leadership Team, you will represent the full breadth of the team and bring in domain specialist as needed. You will build and lead engagements with Region Commercial & Medical teams, oversee projects through to delivery, launch, and successful outcomes. You will be accountable for the delivery of IT & Digital...