14 Accounting Management jobs in Saudi Arabia
Financial Reporting Lead
Posted 7 days ago
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Job Description
As our Financial Reporting Lead, you're the maestro behind our financial harmony. Your mission is to nail the accuracy, transparency, and compliance of our financial reporting, crafting financial reports and disclosures in compliance with international accounting standards and best practices.
We are all about collaboration here, so team up with our internal squads, analyze financial data and freely apply your strong analytical skills. A keen attention to detail, profound understanding of accounting standards, and proficiency in financial modelling are integral to this role.
You are a driven, determined, curious team player, knowing that collective strength means we all win. With a positive outlook, you are solution-oriented persevering regardless of circumstances, always finding a way through, no matter the challenges.
You will effectively find a way to work with everyone through empathy and respect. You will be driven and comfortable with responding quickly with urgency, with the ability to change course without losing momentum and energy, resulting in great success.
Your responsibilities
- Prepare accurate and timely financial reports and disclosures in compliance with international accounting standards (IFRS).
- Manage and execute consolidation process, ensuring accurate aggregation of financial data for various entities and subsidiaries.
- Prepare accurate and timely monthly management reporting packs along with key metrics.
- Collaborate with internal teams to gather financial data and ensure completeness and accuracy.
- Conduct analysis to identify and explain significant variances in Financials.
- Data Analysis and Automation
- Conduct in-depth analysis of financial data to identify trends and provide insights to the management.
- Assist in developing and implementing financial models to support decision-making processes.
- Liaison with the data team to automate financial reporting metrics / dashboards through reporting tools (Tableau / NetSuite analytics)
- Ensure the integrity and consistency of financial data used across financial and management reporting.
- Propose and implement process improvements to streamline reporting workflows.
- Audit Support
- Assist in preparing quarterly and annual financial statements in accordance with the applicable accounting standards (IFRS)
- Collaborate with external auditors during audit process, providing necessary documentation and addressing audit findings.
Your expertise
- Bachelor s degree in accounting, finance, or a related field. ACCA or equivalent certificate.
- 5+ years of experience in financial reporting preferably in a listed company
- Experience working in the financial services and banking sectors is highly desirable.
- Strong knowledge of accounting and financial reporting standards (IFRS)
- Demonstrated experience in developing financial models and dashboards.
- Proven track record in preparing monthly, quarterly, and yearly management reporting pack. Also ensuring accurate consolidation of group financial statements.
- Proficient with advanced excel and other financial reporting tools. Familiarity with SQL and Python is considered an advantage.
Company Industry
- Banking
- Broking
Department / Functional Area
- Finance
- Treasury
Keywords
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People Looking for Financial Reporting Lead Jobs also searched #J-18808-LjbffrFinancial & Reporting Manager
Posted 11 days ago
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Join to apply for the Financial & Reporting Manager role at Neweast Group .
Job Description :
Neweast Isuzu is seeking a highly skilled and experienced Financial & Reporting Manager to join our finance team. The Financial & Reporting Manager will be responsible for overseeing the company's financial reporting, ensuring accurate and timely financial data, and supporting strategic decision-making through detailed analysis and financial insights. This role requires a strong understanding of accounting principles, reporting standards, and financial management, and the successful candidate will play a critical role in improving financial processes and driving business performance.
Key Responsibilities :
- Lead the preparation, consolidation, and analysis of financial reports, ensuring accuracy and compliance with local regulations and international financial reporting standards (IFRS).
- Prepare monthly, quarterly, and annual financial statements, including profit and loss accounts, balance sheets, and cash flow statements.
- Manage financial reporting processes and ensure deadlines are met while maintaining high-quality standards.
- Analyze financial performance, identify key trends, and provide actionable insights to senior management.
- Assist in budgeting, forecasting, and financial planning, ensuring alignment with business objectives.
- Ensure compliance with tax regulations and manage corporate tax filings.
- Monitor and assess the financial performance of business units and departments, providing recommendations for improvements.
- Support the external audit process, ensuring all necessary documentation is prepared and compliant with auditing standards.
- Oversee the implementation and continuous improvement of financial systems and processes to enhance efficiency and accuracy.
- Provide support for decision-making by producing financial models, ad-hoc reports, and variance analysis.
- Liaise with internal departments, external auditors, and regulatory authorities to ensure proper financial governance.
Qualifications :
- Bachelor's degree in Accounting, Finance, or a related field.
- Professional accounting certification (CPA, ACCA, CMA, or equivalent) is highly preferred.
- 5+ years of experience in financial management and reporting, with at least 2 years in a managerial or senior role.
- Strong knowledge of financial reporting standards (IFRS), accounting principles, and tax regulations.
- Proven experience with financial analysis, budgeting, forecasting, and reporting.
- Advanced proficiency in financial software, ERP systems, and Microsoft Office Suite (Excel, Word, PowerPoint).
- Strong analytical skills with the ability to interpret complex financial data and present it in a clear and concise manner.
- Excellent organizational skills and the ability to manage multiple priorities in a fast-paced environment.
- Fluent in English; proficiency in Arabic is preferred.
Join Our Team!
If you are a qualified Financial & Reporting Manager with a strong background in financial analysis and reporting, apply today to be a key part of Neweast Isuzu's success!
Seniority level- Mid-Senior level
- Full-time
- Accounting/Auditing and Finance
- Motor Vehicle Parts Manufacturing
Financial Reporting & Control Director
Posted 10 days ago
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Job Description
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The Financial Reporting & Control Director will oversee and manage the financial accounting, reporting and control functions within the organization, ensuring compliance with accounting principles, regulations, and internal policies. The role will be responsible for maintaining the integrity of financial records, preparing accurate financial statements, and conducting internal reviews to identify risks and control deficiencies. This role will oversee financial accounting, reporting and taxation, in addition to the development and implementation of financial control procedures, policies, and systems to safeguard assets, mitigate risks, and enhance financial transparency and accountability. This role will also provide guidance and training to finance staff on financial control matters, promote a culture of accountability and ethics, and drive continuous improvement initiatives to optimize financial processes and controls
Responsibilities:
Financial Accounting & Reporting Management : Lead, manager and oversee the financial accounting and reporting processes, ensuring accurate and timely reporting of financial results. Oversee the preparation of consolidated financial statements in accordance with applicable accounting standards and regulatory requirements. Analyze and interpret financial data to provide insights and recommendations to senior management. Moreover, manage and oversee tax compliance activities and reporting.
Internal Controls Management : Develop, implement, and monitor internal control systems to safeguard assets, prevent fraud, and ensure compliance with company policies, regulatory requirements, and industry standards. Communicate financial performance, risks, and control issues to senior management, board of directors, audit committee, and other stakeholders through regular reporting, presentations, and discussions
Financial Policy Development: Develop, review, and update financial policies, procedures, and guidelines to ensure consistency, transparency, and accountability in financial operations. Communicate policies to relevant stakeholders and provide training as needed.
Budgetary Control and Monitoring : Establish budgetary controls, monitor budget performance, and analyze variances to identify areas of concern or opportunities for cost optimization. Provide guidance and support to departmental managers in budget preparation and expenditure tracking.
Financial Reporting Oversight: Oversee the preparation and dissemination of accurate and timely financial statements, including income statements, balance sheets, and cash flow statements, in compliance with accounting standards and regulatory guidelines. Ensure accurate and timely financial reporting in accordance with generally accepted accounting principles (GAAP) or International Financial Reporting Standards (IFRS).
Compliance Management: Ensure compliance with relevant laws, regulations, and reporting requirements imposed by regulatory authorities of KSA. Stay updated on changes in regulatory requirements and ensure timely filings and disclosures.
Risk Assessment and Mitigation : Identify, assess, and mitigate financial risks inherent in the business, including operational, financial, and compliance risks. Implement risk management strategies and controls to minimize exposure to risks and ensure business continuity.
Internal Audit Coordination: Coordinate internal audit activities, including risk assessments, audit planning, fieldwork, and reporting. Collaborate with internal audit teams to address audit findings, deficiencies, and recommendations for improving controls and processes.
External Audit Support: Coordinate external audit activities, including audit planning, fieldwork, and resolution of audit inquiries and requests. Ensure timely and accurate provision of information to auditors and facilitate the audit process to minimize disruptions to business operations.
Process Improvement: Identify opportunities for process improvements, efficiency gains, and automation in financial control processes. Implement best practices, tools, and technologies to enhance the effectiveness and efficiency of financial control operations.
- Bachelor's degree in Finance, Accounting, Economics, or a related field is required. An MBA or certification such as Certified Financial Controller (CFC) is preferred.
- At least 12 years of experience in finance, accounting, internal audit, or related roles. Experience in financial control, internal controls, risk management, and regulatory compliance is highly desirable. Candidates with experience in public accounting firms, corporate finance departments, or financial services organizations.
- Seniority level Director
- Employment type Full-time
- Job function Finance
- Industries Software Development
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#J-18808-LjbffrFinancial Reporting & Control Director
Posted 13 days ago
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About the job
The Financial Reporting & Control Director will oversee and manage the financial accounting, reporting and control functions within the organization, ensuring compliance with accounting principles, regulations, and internal policies. The role will be responsible for maintaining the integrity of financial records, preparing accurate financial statements, and conducting internal reviews to identify risks and control deficiencies. This role will oversee financial accounting, reporting and taxation, in addition to the development and implementation of financial control procedures, policies, and systems to safeguard assets, mitigate risks, and enhance financial transparency and accountability. This role will also provide guidance and training to finance staff on financial control matters, promote a culture of accountability and ethics, and drive continuous improvement initiatives to optimize financial processes and controls
Responsibilities:
Financial Accounting & Reporting Management : Lead, manager and oversee the financial accounting and reporting processes, ensuring accurate and timely reporting of financial results. Oversee the preparation of consolidated financial statements in accordance with applicable accounting standards and regulatory requirements. Analyze and interpret financial data to provide insights and recommendations to senior management. Moreover, manage and oversee tax compliance activities and reporting.
Internal Controls Management : Develop, implement, and monitor internal control systems to safeguard assets, prevent fraud, and ensure compliance with company policies, regulatory requirements, and industry standards. Communicate financial performance, risks, and control issues to senior management, board of directors, audit committee, and other stakeholders through regular reporting, presentations, and discussions
Financial Policy Development: Develop, review, and update financial policies, procedures, and guidelines to ensure consistency, transparency, and accountability in financial operations. Communicate policies to relevant stakeholders and provide training as needed.
Budgetary Control and Monitoring : Establish budgetary controls, monitor budget performance, and analyze variances to identify areas of concern or opportunities for cost optimization. Provide guidance and support to departmental managers in budget preparation and expenditure tracking.
Financial Reporting Oversight: Oversee the preparation and dissemination of accurate and timely financial statements, including income statements, balance sheets, and cash flow statements, in compliance with accounting standards and regulatory guidelines. Ensure accurate and timely financial reporting in accordance with generally accepted accounting principles (GAAP) or International Financial Reporting Standards (IFRS).
Compliance Management: Ensure compliance with relevant laws, regulations, and reporting requirements imposed by regulatory authorities of KSA. Stay updated on changes in regulatory requirements and ensure timely filings and disclosures.
Risk Assessment and Mitigation : Identify, assess, and mitigate financial risks inherent in the business, including operational, financial, and compliance risks. Implement risk management strategies and controls to minimize exposure to risks and ensure business continuity.
Internal Audit Coordination: Coordinate internal audit activities, including risk assessments, audit planning, fieldwork, and reporting. Collaborate with internal audit teams to address audit findings, deficiencies, and recommendations for improving controls and processes.
External Audit Support: Coordinate external audit activities, including audit planning, fieldwork, and resolution of audit inquiries and requests. Ensure timely and accurate provision of information to auditors and facilitate the audit process to minimize disruptions to business operations.
Process Improvement: Identify opportunities for process improvements, efficiency gains, and automation in financial control processes. Implement best practices, tools, and technologies to enhance the effectiveness and efficiency of financial control operations.
Minimum qualifications:
- Bachelor's degree in Finance, Accounting, Economics, or a related field is required. An MBA or certification such as Certified Financial Controller (CFC) is preferred.
- At least 12 years of experience in finance, accounting, internal audit, or related roles. Experience in financial control, internal controls, risk management, and regulatory compliance is highly desirable. Candidates with experience in public accounting firms, corporate finance departments, or financial services organizations.
Group Financial Reporting Head
Posted today
Job Viewed
Job Description
**Location**
Riyadh, Saudi Arabia
**Years of Experience**
15 - 20
**Visa Requirement**
Transferable iqama only
**Gender**
Male
**Age Range**
40 - 45
**Nationality**
Arab
**Background**
Group Level - SAP, MS Dynamics - Industrial Companies - Public Listed Companies - KSA Market
**Language**
Arabic / English
**Education Level**
Masters Degree
**Group Financial Reporting Head**
**Report to**:
GCFO
**Company Overview**:
An industrial group of companies listed on the stock market in Saudi Arabia. The group operates in various sectors and has a strong presence in the Kingdom's economy. They are committed to providing high-quality products and services while maintaining financial transparency and accountability.
**Job Overview**:
Key Responsibilities:
- Oversee the preparation and submission of all financial statements, reports, and filings to regulatory bodies, ensuring compliance with all applicable regulations and standards.
- Coordinate and manage the financial reporting process, including the review and analysis of financial data, ensuring accuracy and completeness of financial reports.
- Develop and maintain effective relationships with external auditors and other stakeholders to ensure timely and accurate financial reporting.
- Collaborate with other departments to ensure that financial reporting is integrated into business planning and decision-making processes.
- Identify areas for process improvement and implement changes to improve the efficiency and effectiveness of financial reporting activities.
**Qualifications**:
- Bachelor’s degree in accounting or finance, CPA certification preferred.
- 15+ years of experience in financial reporting, with at least 5 years in a managerial role.
- Knowledge of IFRS and Saudi Arabian accounting and financial reporting regulations.
- Experience with financial reporting software and systems, SAP and Microsoft Dynamics.
- Strong analytical and problem-solving skills, with a focus on accuracy and attention to detail.
- Excellent communication and interpersonal skills, with the ability to communicate effectively with all levels of the organization.
- Strong leadership and people management skills, with the ability to motivate and develop a high-performing team.
Specialist, Financial Planning and Reporting
Posted today
Job Viewed
Job Description
Objective
A financial reporting specialist is responsible for analyzing and interpreting financial data and producing reports for internal and external stakeholders. The reports may include financial statements, budgets, forecasts, and other financial information that helps management make informed decisions.
Key Responsibilities
• Analyze financial data and produce reports for management
• Prepare and present financial statements and disclosures
• Ensure compliance with accounting standards and regulations
• Perform variance analysis to identify trends and explain deviations
• Assist in the preparation of annual budgets and forecasts
• Collaborate with cross-functional teams to improve financial processes and systems
• Communicate financial results and insights to stakeholders
• Develop and maintain financial models and tools
Qualifications
• Education: Bachelor's degree in accounting, finance, or related field
• Experience: 1-3 years of experience in financial analysis or reporting
• Competencies and skills:
• Proficient in Microsoft Excel and other financial software
• Excellent communication and interpersonal skills
• Attention to detail and accuracy
• Knowledge of International Reporting Standards (IFRS) and regulations
Company Industry
- Automotive
- Auto Accessories
Department / Functional Area
- Finance
- Treasury
Keywords
- Specialist
- Financial Planning And Reporting
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Posted 13 days ago
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This role isresponsible for overseeing the company's financial statement reporting and SAMA/regulatory reporting functions. This role ensures the development and execution of financial reporting frameworks to comply with regulatory requirements and industry best practices. The manager also provides strategic financial reporting tools to support senior leadership decision-making and acts as a key liaison between the finance department and business units, control, and risk functions.
- Lead the preparation and consolidation of financial statements, ensuring compliance with SAMA regulations, IFRS, and local statutory requirements.
- Oversee the development and implementation of financial reporting guidelines and protocols to ensure the company meets all regulatory requirements and adheres to best financial practices.
- Deliver accurate and timely financial reports to internal and external stakeholders, including SAMA, auditors, and senior management.
- Suggests improvements as required to ensure accurate and complete financial reporting process.
- Ensure regulatory reporting is completed in accordance with SAMA regulations, accounting standards, and submitted within deadlines.
- Advise senior management on reporting changes, market trends, and compliance needs, recommending optimal reporting approaches.
- Act as the main point of contact for SAMA and other regulatory bodies, providing detailed explanations for financial movements and responding to regulatory requests.
- Collaborate with senior management on strategic financial planning, aligning financial reporting practices with long-term company goals.
- Lead the communication and reporting processes between finance and other departments to address all finance-related issues.
- Oversee external audit processes, ensuring timely and accurate communication with auditors on financial disclosures and accounting issues.
- Manage and mentor the financial reporting team, ensuring high levels of productivity and adherence to professional standards.
- Participate in the ongoing development and implementation of systems and tools to enhance reporting capabilities.
- Stay up-to-date on financial regulations, accounting practices, and industry trends through continuous learning and networking.
- ERP Oracle System.
Control Related:
- Create and maintain an ethical environment within the finance division, demonstrating integrity and leadership.
- Ensure the team understands and complies with fraud detection and prevention protocols, reporting any suspicious activity.
- Cooperate with internal audit teams to implement recommendations and maintain robust fraud prevention measures.
- Ensure full compliance with the company's Anti-Fraud Management and Detection (AFMD) policies and procedures.
- Promote adherence to the highest ethical standards as outlined in the Code of Conduct and Professional Ethics.
Operational Risk:
- Ensure company-wide compliance with the Operational Risk Management Policy, reporting incidents promptly and working to bridge internal control gaps.
Compliance:
- Ensure adherence to all applicable laws and regulations, reporting any violations or financial crimes, including money laundering or terrorist financing activities.
Qualifications & Experiences:
- Bachelor's or master's degree in accounting or finance.
- 6-10 years of experience in financial control, accounting, and regulatory reporting functions, ideally within the banking or financial services industry.
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Finance and Accounting/Auditing
- Industries Financial Services, Banking, and Insurance
Get notified about new Financial Reporting Manager jobs in Riyadh, Saudi Arabia .
Riyadh, Riyadh, Saudi Arabia 22 hours ago
Financial Controller, Multilateral Financial Institution (Role Based in GCC) Senior Manager - Finance & Business (Internal Audit) Consulting, Accounting Advisory -Senior Associate/Manager (Riyadh) Manager - Statutory Reporting & Compliance Consulting, Accounting Advisory -Senior Associate/Manager (Riyadh) Senior Project Financial Controller (H/F) - AIRBUS DEFENCE AND SPACE SAUDI LIMITEDRiyadh, Riyadh, Saudi Arabia 23 hours ago
Riyadh, Riyadh, Saudi Arabia 19 hours ago
Senior Manager - Finance Technology (CORS333) Senior Manager - Finance Transformation (CORS399) Revenue Accounting Manager - Software Industry, IFRS 15, NetSuiteWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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About the latest Accounting management Jobs in Saudi Arabia !
Financial Accounting and Regulatory Reporting Manager
Posted 13 days ago
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This role isresponsible for overseeing the company's financial statement reporting and SAMA/regulatory reporting functions. This role ensures the development and execution of financial reporting frameworks to comply with regulatory requirements and industry best practices. The manager also provides strategic financial reporting tools to support senior leadership decision-making and acts as a key liaison between the finance department and business units, control, and risk functions.
- Lead the preparation and consolidation of financial statements, ensuring compliance with SAMA regulations, IFRS, and local statutory requirements.
- Oversee the development and implementation of financial reporting guidelines and protocols to ensure the company meets all regulatory requirements and adheres to best financial practices.
- Deliver accurate and timely financial reports to internal and external stakeholders, including SAMA, auditors, and senior management.
- Suggests improvements as required to ensure accurate and complete financial reporting process.
- Ensure regulatory reporting is completed in accordance with SAMA regulations, accounting standards, and submitted within deadlines.
- Advise senior management on reporting changes, market trends, and compliance needs, recommending optimal reporting approaches.
- Act as the main point of contact for SAMA and other regulatory bodies, providing detailed explanations for financial movements and responding to regulatory requests.
- Collaborate with senior management on strategic financial planning, aligning financial reporting practices with long-term company goals.
- Lead the communication and reporting processes between finance and other departments to address all finance-related issues.
- Oversee external audit processes, ensuring timely and accurate communication with auditors on financial disclosures and accounting issues.
- Manage and mentor the financial reporting team, ensuring high levels of productivity and adherence to professional standards.
- Participate in the ongoing development and implementation of systems and tools to enhance reporting capabilities.
- Stay up-to-date on financial regulations, accounting practices, and industry trends through continuous learning and networking.
- ERP Oracle System.
Control Related:
- Create and maintain an ethical environment within the finance division, demonstrating integrity and leadership.
- Ensure the team understands and complies with fraud detection and prevention protocols, reporting any suspicious activity.
- Cooperate with internal audit teams to implement recommendations and maintain robust fraud prevention measures.
- Ensure full compliance with the company's Anti-Fraud Management and Detection (AFMD) policies and procedures.
- Promote adherence to the highest ethical standards as outlined in the Code of Conduct and Professional Ethics.
Operational Risk:
- Ensure company-wide compliance with the Operational Risk Management Policy, reporting incidents promptly and working to bridge internal control gaps.
Compliance:
- Ensure adherence to all applicable laws and regulations, reporting any violations or financial crimes, including money laundering or terrorist financing activities.
Qualifications & Experiences:
- Bachelor's or master's degree in accounting or finance.
- 6-10 years of experience in financial control, accounting, and regulatory reporting functions, ideally within the banking or financial services industry.
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Finance and Accounting/Auditing
- Industries Financial Services, Banking, and Insurance
Get notified about new Financial Reporting Manager jobs in Riyadh, Saudi Arabia .
Riyadh, Riyadh, Saudi Arabia 22 hours ago
Financial Controller, Multilateral Financial Institution (Role Based in GCC) Senior Manager - Finance & Business (Internal Audit) Consulting, Accounting Advisory -Senior Associate/Manager (Riyadh) Manager - Statutory Reporting & Compliance Consulting, Accounting Advisory -Senior Associate/Manager (Riyadh) Senior Project Financial Controller (H/F) - AIRBUS DEFENCE AND SPACE SAUDI LIMITEDRiyadh, Riyadh, Saudi Arabia 23 hours ago
Riyadh, Riyadh, Saudi Arabia 19 hours ago
Senior Manager - Finance Technology (CORS333) Senior Manager - Finance Transformation (CORS399) Revenue Accounting Manager - Software Industry, IFRS 15, NetSuiteWe're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
Senior Financial Advisor (Relationship Management)
Posted 16 days ago
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Job Description
Join to apply for the Senior Financial Advisor (Relationship Management) role at The Family Office Company BSC (c)
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Senior Financial Advisor:Welcome to The Family Office, where we've spent the last two decades dedicated to safeguarding and enriching family wealth for generations to come. Joining our team means becoming a vital part of a legacy, and as we continue to thrive, we're looking for a dynamic Senior Financial Advisor to solidify our commitment to excellence.
Job Summary:As a Senior Financial Advisor at The Family Office, you'll be integral to client relationships, spearheading client prospecting initiatives, and driving growth in assets under management. You will assess clients' investment goals and risk tolerance, proactively manage their evolving needs, and collaborate with our Investment Team to shape and optimize portfolios for the best outcomes.
Key Responsibilities: Client Relationship Management:- Introduce new High Net Worth clients to The Family Office, presenting our innovative products and services.
- Act as the primary client contact, building and nurturing enduring relationships, presenting TFO’s services and co-investment offerings compellingly.
- Continuously enhance your expertise in wealth management by understanding the international alternative offerings market.
- Stay updated on regional market trends and their impact on investor demand for international alternative investments.
- Foster a culture of continuous learning and adapt strategies to evolving market conditions.
- Lead by example in client relationship management, empowering junior RMs to expand existing client relationships.
- Contribute to the firm's development by driving change and empowering colleagues and clients.
- Bachelor’s degree from a recognized university or equivalent.
- Holding CME-1 certification.
- CFA qualification is preferred.
- Experience in selling investment products is a plus.
- Excellent communication and organizational skills.
- Outgoing, self-motivated, and a team player.
We offer more than a career; a comprehensive benefits package, work-life balance, professional growth opportunities, a vibrant culture, and unique perks to support your development.
Join us and help reshape the future of family wealth. Elevate your career with The Family Office—where legacy meets innovation.
About Us:The Family Office is an independent wealth management firm specializing in customized investment solutions across alternative asset classes, including private equity, private debt, and real estate. We serve high-net-worth individuals and families, focusing on transparency, diversification, and long-term value. With decades of expertise, we help clients preserve and grow their wealth across generations.
Additional Details:- Seniority level: Mid-Senior level
- Employment type: Full-time
- Job function: Finance and Sales
- Industries: Investment Management
Senior Financial Advisor (Relationship Management)
Posted 16 days ago
Job Viewed
Job Description
Senior Financial Advisor:
Welcome to The Family Office, where we've spent the last two decades dedicated to safeguarding and enriching family wealth for generations to come. Joining our team means becoming a vital part of a legacy, and as we continue to thrive, we're looking for a dynamic Senior Financial Advisor to solidify our commitment to excellence.
Job Summary:
As a Senior Financial Advisor at The Family Office, you'll be integral to client relationships, spearheading client prospecting initiatives, and driving growth in assets under management. Taking charge in assessing clients' investment goals and risk tolerance, and proactively managing their evolving needs, you will be collaborating with our Investment Team to shape and optimize portfolios, ensuring optimal outcomes for our clients.
Key Responsibilities:
Client Relationship Management:
- Introduce new High Net Worth clients to The Family Office, presenting our innovative products and services.
- Act as the primary client contact, building and nurturing enduring relationships, presenting TFO’s services and co-investment offerings in a compelling manner.
Professional Development:
- Continuously enhance your expertise in wealth management by developing a comprehensive understanding of the dynamic international alternative offerings market.
- Engage in ongoing research to stay abreast of regional market trends and their impact on investor demand for international alternative investments.
- Foster a culture of continuous learning as you proactively seek out opportunities to adapt strategies in response to evolving market conditions.
Collaboration:
- Lead by example in client relationship management, empowering junior RMs to expand the share of wallet for existing clients.
- Contribute to the core of the firm’s development by driving change and empowering colleagues and clients.
Education & Experience:
- Minimum of a bachelor’s degree from a recognized university or equivalent.
- Holding CME-1.
- CFA as a preferred qualification.
- Previous experience selling investment products is a plus.
- Excellent communication and organizational skills.
- Outgoing, self-motivated, and a team player.
Why The Family Office:
At The Family Office, we offer more than a career; we provide a comprehensive package of benefits, work-life balance, professional development, a vibrant company culture, and an array of unique perks and amenities to support your personal and professional growth.
Join us and be a part of reshaping the future of family wealth. Elevate your career with The Family Office – where legacy meets innovation.
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