4 Financial Advisor jobs in Kuwait
Financial Advisor
Posted 7 days ago
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Job Description
Bachelor of Business Administration(Management)
Nationality
Any Nationality
Vacancy
1 Vacancy
Job Description
This position will be responsible for planning, driving, and advising clients on their business financial strategy. He/ She will manage multiple client engagements and focus on client relationship management. He/She will perform financial analysis, prepare budgets, and forecasts as per requirements. The role will be assisting the business in making well informed decisions to ensure financial success. He/ She will be responsible for managing, coaching and developing team members.
This position is an excellent opportunity for individuals looking to manage/work with a great team, have autonomy and make an impact in a fast paced work environment.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Managing, identifying potential leads and growing portfolio of clients to ensure profitability
- Assisting with business development, upselling and cross selling of advisory services that will be mutually beneficial for the Client and Keepers
- Ensuring a healthy collection and receivables cycles of the portfolio
- Establishing, developing, and maintaining relationships with clients, key management personnel, and other stakeholders
- Understanding the clients short and long-term plans, assisting them in reaching their objective within the agreed upon scope, and providing strategic recommendations
- Ensuring all financial/management reporting, and delivery of the services as promised to the client
- Ensuring accuracy, and high quality in all deliverables in a timely manner
- Ensuring the manager/ partner is well informed about important client issues and ad hoc requests on a timely basis
- Providing direction, reviewing work of the team members and providing feedback in a thorough and constructive manner
- Collaborating with the team to achieve client goals, involving all members in decisions and actions
- Providing required training, and coaching to help team members learn, grow, and develop
- Liaising and coordinating with auditors for interim and annual audits
- Developing and preparing of the Standard Operating Procedures, identifying improvements and enhancements as required and providing training to all stakeholders on the same
- Preparing financial budgets, forecasts, and other analysis as per client requirements
- Analyzing financial and non-financial data, creating financial models, and providing recommendations to clients
- Developing initiatives, identifying problems, and finding solutions that will improve clients financial performance and position
QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Required Skills/Abilities:
- Excellent communication and presentation skills
- Great teamwork and management
- Goal Oriented
- Solution Oriented
- Process Improvement
- Strategic Thinking
- Project Management
- Awareness of Business Trends
- Open to new challenges and willing to respond towards change
- Performing with a high degree of professionalism, integrity and business ethics
EDUCATION and/or EXPERIENCE:
- Bachelors in Business, Management, Commerce or Finance
- Professional Qualification (CFA, CMA, CPA, CA) is a plus
- Corporate Finance, Accounting or Finance Backgrounds
- Experience with Small-Medium Businesses, tools, & systems is a plus
- Advanced MS Excel skills, including Financial Modeling
- Understanding of International Financial Reporting Standard (IFRS)
Disclaimer: Naukrigulf.com is only a platform to bring jobseekers & employers together. Applicants are advised to research the bonafides of the prospective employer independently. We do NOT endorse any requests for money payments and strictly advice against sharing personal or bank related information. We also recommend you visit Security Advice for more information. If you suspect any fraud or malpractice, email us at
People Looking for Financial Advisor Jobs also searched #J-18808-LjbffrFinancial Advisor
Posted 4 days ago
Job Viewed
Job Description
QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Required Skills/Abilities: Excellent communication and presentation skills Great teamwork and management Goal Oriented Solution Oriented Process Improvement Strategic Thinking Project Management Awareness of Business Trends Open to new challenges and willing to respond towards change Performing with a high degree of professionalism, integrity and business ethics EDUCATION and/or EXPERIENCE: Bachelors in Business, Management, Commerce or Finance Professional Qualification (CFA, CMA, CPA, CA) is a plus Corporate Finance, Accounting or Finance Backgrounds Experience with Small-Medium Businesses, tools, & systems is a plus Advanced MS Excel skills, including Financial Modeling Understanding of International Financial Reporting Standard (IFRS) Disclaimer: Naukrigulf.com is only a platform to bring jobseekers & employers together. Applicants are advised to research the bonafides of the prospective employer independently. We do NOT endorse any requests for money payments and strictly advice against sharing personal or bank related information. We also recommend you visit Security Advice for more information. If you suspect any fraud or malpractice, email us at People Looking for Financial Advisor Jobs also searched #J-18808-Ljbffr
Assistant Manager - Investment Placement & Wealth Management
Posted 2 days ago
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Job Description
On behalf of our client, a well-established investment firm in Kuwait, we are seeking an Assistant Manager to lead the development and execution of a newly created Wealth Management function. This is a strategic role for an ambitious, client-focused professional who is ready to step up and build a department from the ground up.
The ideal candidate will have a strong background in investment placement, relationship management, and a proven network of high-net-worth or institutional clients in Kuwait.
Key Responsibilities
- Establish, lead, and manage the Wealth Management department within the organization.
- Strategically market and place investment products with qualified and high-net-worth individuals.
- Drive fundraising efforts for new investment opportunities through direct client engagement.
- Build and nurture long-term client relationships, ensuring high levels of trust and performance transparency.
- Conduct continuous market research to identify trends and match them with client preferences.
- Guide clients through the end-to-end investment process—from engagement to onboarding and after-sales service.
- Create and manage a structured investor database categorized by investment profiles and risk tolerance.
- Coordinate with compliance, legal, and finance teams to ensure all placements and processes meet regulatory standards.
Skills
- Bachelor’s degree in Finance, Economics, or related field; MBA or Master’s preferred.
- Minimum of 5 years’ experience in investment placement, private banking, or wealth management.
- At least 2 years of recent experience in an investment bank or financial institution in Kuwait.
- Demonstrated success in building and managing relationships with high-net-worth clients.
- Strong understanding of investment products, financial markets, and Kuwaiti regulatory frameworks.
- Excellent communication, negotiation, and presentation skills.
Assistant Manager - Investment Placement & Wealth Management
Posted 2 days ago
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