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Registered with the Digital Government Authority under number :
20250616605Plan, direct and coordinate the investment work strategy and activities, manage daily operations, and strengthen the customer relationships in order to develop the investment work.
Some or all of the following licenses, certificates or degrees may be required to work in this career.
Consult, advise, and propose solutions with regards to financial management such as acquiring new as...
Assess the customer's economic goals and advise on the possible financial investments or capital inv...
Identify and analyze risks that could impact an organization or individual financially, such as cred...
Monitor and forecast the tendencies of a financial market to move in a particular direction over tim...
Accept responsibility and accountability for one's own professional decisions and actions, or those ...
The terminology related to the design and implementation of major trends and aims which are taken by...
The customer-oriented management approach and basic principles of successful customer relations that...
Delegate responsibilities, activities and tasks to others according to the ability, level of prepara...
Create an investment portfolio for a customer that includes an insurance policy or multiple policies...
Analyze, draw conclusions and present major observations from the results of market research. Sugges...
The financial infrastructure which permits trading securities offered by companies and individuals g...
Lead and manage according to the organization's code of conduct.
The methods and tools for analysis of an investment compared to its potential return. Identification...
Lead, supervise and motivate a group of people, in order to meet the expected results within a given...
Build a lasting and meaningful relationship with customers in order to ensure satisfaction and fidel...
Determine whether to buy or sell financial products such as fonds, bonds or stocks in order to enhan...
Predict and manage financial risks, and identify procedures to avoid or minimize their impact.
Manage employes and subordinates, working in a team or individually, to maximize their performance a...
Observe and analyze the bond or debt market and its trends on a daily basis to gather up-to-date inf...
Observe and analyze the stock market and its trends on a daily basis to gather up-to-date informatio...
Provide a broad range of financial services to clients such as assistance with financial products, f...
Meet with clients to review or update an investment portfolio and provide financial advice on invest...
The market in which shares of publicly held companies are issued and traded.
Oversee the selection, training, performance and motivation of staff.
Render strategic tasks into operative level according to the planned timing to achieve planned resul...