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Registered with the Digital Government Authority under number :
20250616605Plan, direct and coordinate the financial brokerage activities; act as an intermediary between the buyers and sellers of financial products and services; manage the purchase or sale of the financial products and services on behalf of the clients; and establish relationships with the financial institutions.
Some or all of the following licenses, certificates or degrees may be required to work in this career.
The rules of applying mathematical and statistical techniques to determine potential or existing ris...
Consult, advise, and propose solutions with regards to financial management such as acquiring new as...
Advise on specific contracts and general insurance guidelines, such as the terms of coverage, the ri...
Assess the customer's economic goals and advise on the possible financial investments or capital inv...
Synchronize the efforts, plans, strategies, and actions carried out in departments of companies towa...
Monitor and forecast the tendencies of a financial market to move in a particular direction over tim...
Take appropriate actions in a business environment in order to maximize possible outcome from each s...
Explain technical details to non-technical customers, stakeholders, or any other interested parties ...
Assess whether the borrowers of a mortgage loan are likely to pay back the loans in a timely manner,...
The broad and continuously growing banking activities and financial products managed by banks rangin...
Establish a positive, long-term relationship between organizations and interested third parties such...
Communicate with professionals in the field of banking in order to obtain information on a specific ...
Respond to and communicate with customers in the most efficient and appropriate manner to enable the...
Compare the offers of several insurance companies in order to find the product which will best suit ...
Obtain information on the value of properties comparable to a property which is in need of valuation...
Grasp the meaning of basic financial concepts and terms used in businesses and financial institution...
Evaluate and monitor the financial health, the operations and financial movements expressed in the f...
Develop a financial plan according to financial and client regulations, including an investor profil...
Take into account the performed financial market research and the organization's objectives in order...
Create an investment portfolio for a customer that includes an insurance policy or multiple policies...
Economic principles and practices, financial and commodity markets, banking and the analysis of fina...
Examine documents from mortgage borrowers or from financial institutions, such as banks or credit un...
Financial rules and procedures applicable to a certain location, whose regulatory bodies decide on i...
The field of finance that concerns the practical process analysis and tools for designating financia...
The financial infrastructure which permits trading securities offered by companies and individuals g...
The different types of instruments that apply to the management of cash flow that are available on t...
The legal system surrounding the recovery of a loan or debt which a debtor or borrower has not compl...
Handle disputes between individuals or organizations, either public or corporate, which deal with fi...
Administer currencies, financial exchange activities, deposits as well as company and voucher paymen...
Use appropriate questions and active listening in order to identify customer expectations, desires a...
Inform customers on insurance-related matters such as current insurance offers, changes in existing ...
The trends and major driving factors in the insurance market, insurance methodologies and practices,...
The methods and tools for analysis of an investment compared to its potential return. Identification...
Keep track of and finalize all formal documents representing the financial transactions of a busines...
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...
The theory of finance that attempts to either maximize the profit of an investment equivalent to the...
The financial system of acquiring money by property owners or prospective property owners, in which ...
Stimulate your staff to achieve sales goals set by the management.
Gather information on securities, market conditions, governmental regulations and the financial situ...
Provide a broad range of financial services to clients such as assistance with financial products, f...
Work with financial instruments such as stocks, bonds, mutual funds and derivatives.
Direct and coordinate the organization's financial operations and budget activities, in order to opt...
The understanding of the principles of insurance, including third party liability, stock and facilit...
Protect the interests and needs of a client by taking necessary actions, and researching all possibi...
Give the customer or client information about financial products, the financial market, insurances, ...
Provide colleagues, clients or other parties with financial support for complex files or calculation...
The practice whereby insurers transfer portions of their risk portfolios to other parties by some fo...
Meet with clients to review or update an investment portfolio and provide financial advice on invest...
The financial instruments traded in financial markets representing both the right of property over t...
Set sales goals and objectives to be reached by a sales team within a period of time such as the tar...
The market in which shares of publicly held companies are issued and traded.
Collect, revise and put together financial information coming from different sources or departments ...
Observe, track and analyze financial transactions made in companies or in banks. Determine the valid...
Buy or sell tradable financial products such as equity and debt securities on your own account or on...
The various types of risk or loss transfer policies that exist and their characteristics, such as he...