Financial Advisor

Keepers Advisory Services; Kuwait City; On-site; KWD 15,000 - 25,000; Full time

Job summary

A leading advisory service in Kuwait is seeking a Financial Advisor to manage client relationships and provide strategic financial guidance. The role involves financial analysis, budget preparation, and team management in a dynamic environment. Ideal candidates will possess strong communication skills and a background in business or finance, with a focus on client success and team collaboration.

Qualifications

• Must perform essential duties satisfactorily.
• Experience with Small-Medium Businesses is a plus.

Responsibilities

• Manage client engagements and financial strategy.
• Assist with business development and upselling services.
• Prepare financial budgets and forecasts.

Skills

Communication

Teamwork

Goal Oriented

Solution Oriented

Strategic Thinking

Project Management

Education

Bachelor in Business

Professional Qualification (CFA, CMA, CPA, CA)

Tools

MS Excel

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)

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