financial solutions advisor

Client of Prestige IFA

As an International Financial Advisor, you will:
<ul>
<li>Manage and grow a portfolio of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients in Dubai and across the MENA region</li>
<li>Present exclusive alternative investment opportunities and provide clear, informed financial advice</li>
<li>Work collaboratively with a dynamic international team of brokers, CFO, COO and investment partners</li>
</ul>

International Financial Advisor

ADIB - Abu Dhabi Islamic Bank

Job Description Role : Home Finance Advisor Location : UAE Role Purpose: Responsible to accomplish the acquisition targets month on month within the approved guidelines of the bank. Key Accountabilities of the role   To source home finance applications from the eligible target segment of the bank   To ensure that individual targets are met month on month   To identify business development opportunities to increase sales   To ensure the daily submissions are complete in both documentation and cre Job Description Role : Home Finance Advisor Location : UAE Role Purpose: Responsible to accomplish the acquisition targets month on month within the approved guidelines of the bank. Key Accountabilities of the role   To source home finance applications from the eligible target segment of the bank   To ensure that individual targets are met month on month   To identify business development opportunities to increase sales   To ensure the daily submissions are complete in both documentation and credit requirements   Ensure adherence of all banks prescribed processes, standard operating procedures and central bank local requirements   To ensure appropriate KYC &amp; ID&amp;V has been completed for the customers in line with stipulated guidelines.   To ensure all correct and accurate information has been communicated to the customers. There should not be any instances of mis-sell, or incorrect information given to clients. Results required are:   To ensure monthly disbursement targets are met.   To ensure complete and correct applicants are submitted for a smooth and successful process.   To ensure new avenues are opened such as to source new business and meet monthly targets Specialist Skills / Technical Knowledge Required for this role: Sales Experience, Real Estate Market Knowledge and working experience. Banking experience preferred but not mandatory. Previous experience required: Sales Experience of 2 years or more

Home Finance Advisor(Outsource)

DiXiO Experts

We are hiring! DiXiO is on a mission to innovate financial messaging, and now, you can be part of it too! We are looking for a Financial Messaging Expert who will help us make our clients happy identifying their need, onboarding them on our platform &amp; answering any of their requests regarding Financial Messaging solutions. Things you will do: You ll be responsible for managing your own portfolio of customers. Onboard new customers Attend clients' meetings during pre-sales stage Determine customer requirements and goals of his target SWIFT infrastructure Define the scope of the project, plan timelines, set deadlines Help the customer in the technical set-up of its SWIFT platform Coordinate end-to-end tests Provide reporting to management about progress, risks &amp; mitigations Support existing customers Provide client support on their Financial Messaging / SWIFT related queries Answer to Jira tickets within given SLA Train customer staff on how to use SWIFT / our platform Help identify performance improvement opportunities for assigned clients Occasionally, travel to client locations to collaborate with their teams In parallel, you ll play a key role internally to help DiXiO grow: Participate in Brainstorming Sessions related to Strategic Initiatives at the company Participate in Continuous Improvement Process by sharing ideas for improvement Work with Sales Team &amp; IT Team to imagine future products &amp; services Provide guidance and mentoring for new employees and/or colleagues in other departments Deliver training for internal teams To be part of our team, you need to be: Ambitious Curious and Innovative Autonomous Customer focused Things that you need to succeed on this job: 3 7 years of experience in the field Strong knowledge of SWIFT connectivity solutions &amp; other SWIFT services Strong knowledge of Financial Messaging protocols: SwiftNet, API, Host to Host Strong knowledge of MT and MX (ISO20022) messages Good understanding of the financial industry ecosystem Proficient in English (any other language is a plus) 
<div></div>

Financial Messaging Expert

Carolina Canners Inc

<div><div>Financial Solutions Manager 
</div><div>ABOUT US</div>
<div></div><div>For over 50 years, Carolina Canners, Inc. has operated as an independent Pepsi bottler and production cooperative located in Cheraw, SC. Backed by over 600 employees, a strong group of subsidiaries, and three selling distribution centers, CCI proudly distributes over 28 million cases of drinks per year to the Carolinas and the Southeast. 
 
CCI is committed to celebrating diversity and is dedicated to creating an increasingly inclusive environment for individuals from all backgrounds. We actively foster a culture that supports diversity, ensuring our workplace is a safe and welcoming space where everyone can be themselves. 
 
OUR BENEFITS</div>
<div></div><div>Our team of dedicated employees are eligible to receive the following benefits:</div>
<div></div><ul><li>Medical, dental and vision plans.</li>
<li>Paid time off.</li>
<li>Health savings and flexible spending accounts.</li>
<li>Basic and voluntary life and AD&amp;D coverage plans.</li>
<li>Short and long term disability plans.</li>
<li>Employee wellness and assistance programs.</li>
<li>401k offering a company match.</li></ul> 
<div></div><div>POSITION SUMMARY</div>
<div> 
The Financial Solutions Manager will provide strategic support and daily leadership to guide business 
decisions directly related to pricing and cost functions. They will develop and support processes and procedures, create training and supporting documentation, and maintain collaborative partnerships with key stakeholders throughout the entire organization.</div> 
<div> 
 
ESSENTIAL DUTIES AND RESPONSIBILITIES</div>
<div></div><ul><li>Standardize production reporting procedures to establish clear metrics-based communication cadences in partnership with existing production analysts, plant operations and similar matrix partners.</li>
<li>Develop and maintain standard operating procedures within function including documentation, data capture, cross-training, operational efficiencies, project management, task allocations, closing functionality, process improvement, inspections, inventory, customer contacts, pricing, and contract compliance.</li>
<li>Forecast, develop budgets, and analyze financial data to guide business decisions.</li>
<li>Review and update existing documentation and training tools to facilitate a culture of continuous improvement within the entire team.</li>
<li>Develop, lead and support employees within the cost accounting function.</li>
<li>Complete other duties and tasks as assigned.</li></ul> 
<div></div><div> 
REQUIREMENTS</div>
<div></div><ul><li>Bachelor&rsquo;s degree in accounting, finance, or business required.</li>
<li>Minimum 8 years of experience in accounting or finance.</li>
<li>Attention to detail, accuracy and problem-solving skills.</li>
<li>Strong knowledge of GAAP.</li>
<li>Advanced skills in Microsoft Excel and other accounting software.</li>
<li>Excellent communication and interpersonal skills.</li>
<li>Ability to work independently and as part of a team.</li>
<li>Maintain positive and helpful working relationships with co-workers and other functional areas throughout the company.</li></ul> 
<div></div><div> 
ABILITIES</div>
<div></div><ul><li>Excellent communication skills, both verbal and written.</li>
<li>Strong analytical and organizational skills.</li>
<li>Excellent attention to detail/accuracy and multi-tasking skills.</li>
<li>Maintain a high level of professionalism and ability to maintain integrity and confidentiality.</li>
<li>Knowledge of and experience with varied human resource information systems. Strong supervisory and leadership.</li></ul> 
<div></div><div> 
PHYSICAL DEMANDS/WORK ENVIRONMENT</div>
<div></div><ul><li>Must be physically and mentally able to successfully perform the essential elements of the job with or without reasonable accommodation.</li>
<li>The ability to hear, talk, understand, and distinguish speech and other sounds.</li>
<li>Frequently required to stand, walk, and sit.</li>
<li>Vision requirements to do this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.</li>
<li>Travel is required to job sites, regional offices, and professional and community organization events.</li>
</ul>
<div> 
PLEASE NOTE: Carolina Canners, Inc. reserves the right to change, modify or add to the duties and essential functions at any time.</div>
<div></div><div>Carolina Canners, Inc. is an equal employment opportunity employer.</div></div>

Financial Solutions Manager

Galaxy Prime Mortgage Brokers LLC

The Mortgage Advisor role is a full-time on-site position for the company based in Dubai, United Arab Emirates. The Mortgage Advisor will be responsible for sourcing eligible clients and advising them on various mortgage financing options, identifying the best solutions, guiding them through the mortgage application process and ensuring closure of the case.Qualifications<ul><li>Minimum expectation is a graduate in any discipline</li><li>2 years experience as Mortgage Advisor, preferably in UAE</li><li>Strong understanding of mortgage products, financial regulations, and local market trends</li><li>Excellent communication, interpersonal and negotiation skills</li></ul>Job Type: Full-timePay: AED5,000.00 - AED8,000.00 per monthExperience:<ul><li>Mortgage Advisor: 2 years (Preferred)</li></ul>

Mortgage Advisor

Northwestern Mutual

The Field Growth & Engagement (FGE) Partner supports field leaders with the knowledge, confidence, tools, and resources to elevate the Advisor Platform within Network Offices. In addition to supporting field leaders, the FGE Partner consults directly with career advisors, serves as a value-added extension of home office resources, and helps network and district offices fully leverage existing tools and strategies to help drive consistency across the advisor experience.Primary Duties & Responsibilities <ul><li>Provides field leaders and their partners with regular performance insights to drive productivity.</li><li>Helps leaders create strong engagement cultures through advisor segmentation, cadence of connection, and touchpoint planning.</li><li>Partners with Field Leadership to optimize local investments in advisor support.</li><li>Ensure leaders integrate enterprise resources effectively.</li><li>Partners with leadership to continue making Northwestern Mutual the best place to build, grow, and transition an advisor's practice.</li><li>Identifies and addresses early warning signs of disengagement or competitive vulnerability and provides proactive recommendations.</li><li>Consults with career advisors on practice growth strategies - such as practice models and business planning</li></ul>Qualifications:<ul><li>Bachelor's degree with minimum 5 years of advanced field consulting/client management experience </li><li>Deep understanding of the financial advisor experience and value proposition at Northwestern Mutual.</li><li>Strong interpersonal communication skills with the ability to flex style based on the audience </li></ul><ul><li>Ability to influence without authority</li><li>Strong acuity for the financial advisor business</li><li>Knowledgeable about financial planning, risk and wealth solutions in financial planning </li></ul>Compensation Range: Pay Range - Start: $102,060.00 Pay Range - End:$189,540.00 Geographic Specific Pay Structure: We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. FIND YOUR FUTURE We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.<ul><li>Flexible work schedules</li><li>Concierge service</li><li>Comprehensive benefits</li><li>Employee resource groups</li></ul>PandoLogic. Category:Technology,<img src="https://www.jobg8.com/Tracking.aspx?K8u%2f7NQsWgqdilD1dmtUnt%2bWHZ1D8x6zs" width="0" height="0" />

Assistant Director, Field Growth & Engagement

Dhanguard LLC

Job description:Walk-in Interview &ndash; Banking Consultant &amp; Business Setup AdvisorDate: Wednesday, 29th OctoberTime: 10:30 AM - 1:00 PM &amp; 2:00PM - 5:00PMLocation: Dhanguard Business Center, Al Wasl Branch (Next to Wafi Mall), 12th FloorLocation Link: https://maps.app.goo.gl/ZSgrj7Qrmo6fR8VQ8?g_st=com.google.maps.preview.copyOpen Positions:Banking Consultant &ndash; Banking SalesBusiness Setup AdvisorIndustry:Banking, Financial Services &amp; Business ConsultancyExperience:Experience in banking sales from home country can be considered.Freshers with any background of Sales experience only are welcome for the Banking Consultant &amp; Business Setup Advisor role.Key Responsibilities (Banking Consultant):Develop and maintain strong relationships with corporate clients to understand their banking needs.Assist in opening corporate bank accounts and offering customized banking solutions.Promote and sell banking products such as mortgages, mutual funds, portfolio management services, and more.Provide expert financial advice tailored to client portfolios.Collaborate with internal departments to ensure excellent client service.Achieve monthly/annual sales targets through new business acquisition and upselling.Monitor and manage existing accounts for retention and satisfaction.Stay updated on market trends in corporate banking and financial products.Key Responsibilities (Business Setup Advisor):Assist clients in setting up their businesses in the UAE (Mainland, Freezone, Offshore).Guide clients through licensing, documentation, and visa processes.Promote company services and convert inquiries into successful setups.Maintain strong follow-ups and client relationship management.Stay informed on UAE business laws and regulatory changes.Requirements (For Both Roles):Bachelor's degree in any relevant field (Finance, Business Administration preferred).Proven experience in banking sales or business consulting is an advantage.Strong interpersonal, negotiation, and problem-solving skills.Target-driven with a proactive attitude.Benefits:Competitive salary: AED 4,000 &ndash; AED 6,500 per monthAttractive performance incentives.Career growth and professional development opportunities.Supportive and dynamic team environment.Important Note: Please bring a printed copy of your updated CV for the interview.Job Type: Full-timeJob Type: Full-timePay: AED4,000.00 - AED6,500.00 per month

Walk-In Interview- Banking Consultant and Business Setup Advisor

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