planning advisor

Servion Global Solutions

<div>
 
 Role: Demand Management &amp; Capacity Planning Advisor
 
 
 Experience: 20+ Years
 
 
 Location: Riyadh, Saudi
 
 
 
 
 
 Job Description:
 
 
 
 
 
 Role Overview:
 
 
 We are seeking an experienced Advisor &ndash; Demand Management &amp; Capacity Planning to join our PMO team in Riyadh. This senior advisory role is designed for a seasoned professional with over 20 years of experience in banking or financial services, who can provide strategic direction and hands-on leadership in managing demand and resource capacity planning for the PMO function. The Advisor will support the PMO Head in optimizing project demand and capacity planning across the bank&rsquo;s PMO function.
 
 
 
 
 
 Key Responsibilities:
 
 <ul>
 <li>
 Lead demand management processes and ensure alignment with strategic priorities.
 </li>
 <li>
 Develop and maintain capacity planning models for PMO resource optimization.
 </li>
 <li>
 Support the PMO in establishing governance frameworks, standards, and reporting structures.
 </li>
 <li>
 Partner with business and IT leaders to maintain transparency and balance between demand and available capacity.
 </li>
 <li>
 Drive the development and implementation of demand management frameworks to prioritize projects aligned with strategic goals.
 </li>
 <li>
 Design and manage capacity planning models to forecast resource requirements and optimize utilization.
 </li>
 <li>
 Drive the development and implementation of demand management frameworks to prioritize projects aligned with strategic goals.
 </li>
 <li>
 Support the PMO in establishing performance tracking.
 </li>
 </ul>
 
 
 
 <ul>
 <li>
 Deliver insights and analytics to senior management on capacity vs. demand trends, risks, and improvement opportunities.
 </li>
 <li>
 Mentor and guide PMO professionals in best practices related to demand and capacity planning.
 </li>
 </ul>
 
 
 
 
 Qualifications &amp; Experience:
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in Business, Engineering, or IT (Master&rsquo;s preferred).
 </li>
 <li>
 20+ years of experience in banking or financial services.
 </li>
 <li>
 Proven experience in demand and capacity management, portfolio governance, and PMO advisory.
 </li>
 <li>
 Strong understanding of project management methodologies (PMI, PRINCE2,Agile).
 </li>
 <li>
 Advanced analytical and stakeholder management skills.
 </li>
 <li>
 Strong expertise in demand management, capacity planning.
 </li>
 <li>
 Demonstrated success in supporting or leading PMO operations.
 </li>
 <li>
 Excellent communication, analytical, and leadership skills with the ability to influence senior stakeholders.
 </li>
 </ul>
 
 
 
 
 Competencies:
 
 <ul>
 <li>
 Demand and capacity Planning &amp; Forecasting
 </li>
 <li>
 Portfolio &amp; Resource Management
 </li>
 <li>
 Aid in Decision-Making &amp; Influence
 </li>
 <li>
 Strategic &amp; Analytical Thinking
 </li>
 <li>
 Resource &amp; Portfolio Optimization
 </li>
 <li>
 PMO Governance &amp; Performance Management
 </li>
 <li>
 Leadership &amp; Cross-Functional Collaboration
 </li>
 </ul>
 
 
</div>

Project Management Officer

Talent Unlimited- Recruitment and Client Services

Company : EFU LIFE Assurance CompanyEducation : Minimum BachelorFinancial Advisor duties and responsibilitiesA Financial Advisor is responsible for educating clients on the products and services available to help them best utilize their available funds and achieve important monetary goals. This professional&rsquo;s job duties include:<ul><li>Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets</li><li>Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools</li><li>Securing stocks and bonds and establishing progressive savings accounts</li><li>Moving money from accounts per industry and federal regulations</li><li>Performing market research to stay current with financial trends</li><li>Preparing financial documents, such as income projections and investment reports</li><li>Maintaining compliance with all rules and regulations in the financial industry</li><li>Identifying and pursuing potential clients to maintain a strong client base.</li></ul>Job Type: Full-timePay: From Rs30,000.00 per monthAbility to commute/relocate:<ul><li>Hyderabad: Reliably commute or willing to relocate with an employer-provided relocation package (Required)</li></ul>Education:<ul><li>Bachelor's (Required)</li></ul>Work Location: On the road

Financial Advisor

Raymond James

<div>Job Description Summary
Under limited supervision uses specialized knowledge and skills obtained through experience, specialized training or certification to serve as a resource to Financial Advisors and their clients regarding overall financial planning issues which may include portfolio design, income tax consulting, retirement planning, qualified retirement plans, risk management, estate planning, education funding, and small business planning. Continuously gains knowledge of the financial industry and markets through on- going education.
Job Description
Responsibilities:
<ul><li>Partners with Financial Advisor to review clients&rsquo; current portfolio design, understand client goals, enter client data, and conduct financial analysis.
</li><li>Evaluates overall individual and employer-based retirement needs, researches various options, and recommends planning alternatives.
</li><li>Researches and provides recommendations related to risk management concerns, including insurance.
</li><li>Designs and recommends a tailored financial analysis or comprehensive financial plan for clients and prospects that meets their short and long-term financial needs and goals.
</li><li>Prepares presentations that clearly communicate the recommendations and alternatives related to the client&rsquo;s financial analysis and comprehensive plan design.
</li><li>Performs detailed document reviews; analyzes client information and situations across the financial planning spectrum to develop plan
</li><li>Researches information as necessary on a case-by-case basis and writes customized financial plan observations and recommendations for each client case
</li><li>Prepares files for meetings with existing and new clients
</li><li>Prepares, coordinates and follows through on any needed communication with new or existing clients
</li><li>Continuously monitors clients&rsquo; financial situations with detail and accuracy, with the ability to the look at their overall financial picture
</li><li>Responds to client questions by telephone, email and occasional personal visits.
</li><li>Educates client on the functions of various securities markets and the principal factors that affect them.
</li><li>Provides guidance on estate planning options and techniques.
</li><li>Responds to and directs education funding questions including 529 savings plans.
</li><li>Assists with guidance on small business planning.
</li><li>Conducts research as needed related to assigned client cases, including but not limited to basic income tax questions and other legal issues requesting guidance when appropriate.
</li><li>May participate in client presentations.
</li><li>May open, transfer, and close customer accounts and maintain appropriate account records.
</li><li>May obtain and verify the client&rsquo;s purchase and sale instructions, enter orders, and follow up on completion of transactions.
</li><li>Ensures firm and regulatory policies are followed within compliance standards
</li><li>Perform other duties and responsibilities as assigned.
</li></ul>Education/Experience:
<ul><li>Bachelor&rsquo;s degree in a related field and three years&rsquo; experience in the financial services industry with an emphasis on
financial, retirement and estate planning field or in marketing these services
~or~
</li><li>An equivalent combination of experience, education and/or training as approved by Human Resources
</li></ul>Licenses/Certifications:
<ul><li>SIE required provided that an exemption or grandfathering cannot be applied
</li><li>Series 7
</li><li>Series 63, 65 and/or 66 as required by state or ability to obtain within six months.
</li></ul>Education
Bachelor&rsquo;s: Accounting, Bachelor&rsquo;s: Business Administration, Bachelor&rsquo;s: Finance
Work Experience
General Experience - 13 months to 3 years
Certifications
s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Remote
<div>At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
 
 
We expect our associates at all levels to:
 
<ul><li>Grow professionally and inspire others to do the same
</li><li>Work with and through others to achieve desired outcomes
</li><li>Make prompt, pragmatic choices and act with the client in mind
</li><li>Take ownership and hold themselves and others accountable for delivering results that matter
</li><li>Contribute to the continuous evolution of the firm
</li></ul></div>At Raymond James &ndash; as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.</div>

Financial Planning Consultant- St. Petersburg, FL

Confidential

The purpose of the Financial Advisor position is to stay alert on all economic changes and their impact on the clients’ positions, to advise and provide clients with all the needed information regarding their positions and current market situation. As well as to execute and follow up on investments and securities products and assist in research for new investment instruments.&nbsp;Principal Accountabilities: &nbsp;Client sales&nbsp;<ul><li>Responsible for meeting his individual yearly sales budget</li><li>Execute clients’ orders</li><li>Update and keep clients informed of the major financial news</li><li>Offer clients hedging and customize solution ( option structured products) according to market conditions and clients risk appetite</li><li>Fully cooperate with Private Banking and Corporate Banking departments at the level of the proposed products</li><li>Cooperate at the level of identifying clients’ needs/issues and implementing appropriate financial planning and investment strategies</li><li>Cooperate at the level of developing and managing client relationships, including ongoing and regular client contact and visits for new and existing clients</li><li>Offer clients rebalancing strategies according to market conditions and their risk appetite &nbsp;</li></ul>Proprietary Trading&nbsp;<ul><li>Responsible for meeting his individual yearly trading budget within his allocated limits.</li><li>Observe the main drivers/factors that impact the trading positions &nbsp;</li></ul>Products and Investments Ideas&nbsp;&nbsp;<ul><li>Identify tailor-made investment solutions</li><li>Contribute to the structuring of&nbsp; the weekly &amp; new investment products</li><li>Communicate a list of investment instruments to clients and commercial division on a continuous basis</li><li>Introduce one to two investment idea per week &nbsp;</li></ul>Local and international financial institutions and banks&nbsp;<ul><li>Offer competitive pricing for financial markets instruments &nbsp;</li></ul>Analysis and Research&nbsp;<ul><li>Develop expertise in data availability, extraction and manipulation</li><li>Collect information from various sources &nbsp;</li></ul>Communication &nbsp;<ul><li>Cooperate with commercial division (sharing information, joint visits, etc.) based on the net worth of clients.</li><li>Cooperate with T&amp;CM Administrative unit, Back Office and T&amp;CM other units. &nbsp;</li></ul>Other Activities &nbsp;<ul><li>Ensure proper coverage of market hours (8:00 am to 11 pm)</li><li>Book trades into the Asset Management Unit Daily blotter</li><li>Renew expired orders</li><li>Processing personal data in compliance with applicable data protection legislation, the Data&nbsp;Protection Policy of the Bank as well as any other guidelines adopted by the bank in this regard from time to time.</li></ul>&nbsp;

Financial Advisor (Treasury & Capital Markets)

PricewaterhouseCoopers

Job Description &amp; Summary At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Those in mergers and acquisition tax at PwC will focus on providing tax advice and guidance during mergers, acquisitions, and other business transactions. Your work will involve analysing the tax implications of such transactions, developing tax structures, and assisting clients in navigating complex tax regulations to optimise tax outcomes. Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: <ul> <li>Craft and convey clear, impactful and engaging messages that tell a holistic story.</li> <li>Apply systems thinking to identify underlying problems and/or opportunities.</li> <li>Validate outcomes with clients, share alternative perspectives, and act on client feedback.</li> <li>Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations.</li> <li>Deepen and evolve your expertise with a focus on staying relevant.</li> <li>Initiate open and honest coaching conversations at all levels.</li> <li>Make difficult decisions and take action to resolve issues hindering team effectiveness.</li> <li>Model and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.</li> </ul>

Tax & Legal Services - Tax - ITS/M&A - Senior Manager

Novi Pure

Position: Tracing AdvisorDepartment: Customer Services (Backline complaint Management)Industry: Courier ServicesLocation: PECHS Block 6, Karachi<ul><li>Gathering data of daily export shipments from operational report on daily basis.</li><li>Compilation of monitoring sheets using multiple software reports.</li><li>Monitoring of all daily export shipments till delivery.</li><li>Any exceptions occur prior to delivery or in transit, timely information passed to internal &amp; external customers.</li><li>Coordination with network, shipper and consignee via phone calls, emails &amp; EBS.</li><li>Package collection request coming via email to be launched in the Oracle.</li></ul>Skills &amp; Competencies:<ul><li>Excellent communication &amp; interpersonal skills</li><li>Strong problem solving skills and analytical abilities.</li><li>Attention to detail &amp; organizational skill.</li><li>Proficiency in tracking tools &amp; systems.</li><li>Ability to work under pressure &amp; meet deadlines.</li></ul>Qualification &amp; Experience:Bachelors with 2-4 years of relevant work experienceInstructions:Interested candidates can send resume to careers@gerrys.com.pkJob Type: Full-timePay: Rs44,000.00 per monthWork Location: In person

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