- Developing financial plans to help clients achieve their long-term and short-term financial goals.
- Advising clients on taxes, retirement planning, investments, and insurance decisions, depending on their financial goals.
- Assessing how certain life changes and financial status changes affect clients' financial plans and adjusting such plans accordingly.
- Traveling to clients' homes and places of business to consult with them.
- Monitoring financial markets and economic conditions.
- Soliciting new clients through cold-calling, emailing, advertising, and seminar-hosting.
- Communicating with accountants, real estate agents, attorneys, and other professionals to verify the information.
- Researching suitable investment opportunities for clients.
-
Senior Analyst, Strategic Consulting
منذ يومين
JLL محافظة القاهرة, مصرJLL supports the Whole You, personally and professionally. · Job DescriptionWhat this job involves · Assist the consulting team on client assignments, key tasks include market research, financial analysis, re port writing, presentation, participation in internal and external meet ...
-
Senior Consultant
منذ يومين
Nawy Real Estate egypt Cairo, مصرThis is a full-time on-site role for a Senior Consultant with a focus on RESALE. The Senior Consultant will be responsible for providing expert advice, guiding clients in making informed buying and selling decisions. The Senior Consultant will also oversee transactions from start ...
-
Senior Consultant
منذ يوم
EY Cairo, مصرSenior Consultant - Forensic and Integrity Services - Egypt · Minimum of 4 years of experience in the Forensics domain coupled with a background in GRC, internal & external audit, risk advisory and compliance and risk assessment with a consulting firm. · Broad industry expertise ...
-
Senior Consultant
منذ 10 ساعات
Expleo egypt Cairo, مصرResponsibilities: · Managing content development. · Resolving client queries and problems. · Managing and guiding junior consultants. · Supporting business development activities. · Performing financial analyses. · Assessing computing needs, shortcomings, and requirements. · Over ...
-
Senior Consultant
منذ يوم
EY Cairo, مصرLeading the service delivery team, managing conflict, and ensuring the team's processes and tasks are carried out efficiently. · Managing finances and budgets. · Determining ways to reduce costs without sacrificing customer satisfaction. · Assessing customer feedback and using yo ...
-
Senior Consultant
منذ يوم
EY Cairo, مصرLocating, reviewing, and validating data on the company and market. · Identifying trends and areas for BI analysis. · Educating stakeholders on the role of business intelligence. · Working with data analysts to prepare reports for decision-makers. · Producing insightful presentat ...
-
Senior Consultant
منذ 10 ساعات
ey egypt Cairo, مصرResponsiblity: · Preparing business activity reports, financial statements, and forecasts. -Ensuring financial legal requirements are met. · Developing financial reporting systems. · Finding ways to reduce or maintain costs by studying financial reports and business processes. · ...
-
Senior Consultant
منذ 5 أيام
Ernst & Young Cairo, مصرResponsibilities: · across all tax disciplines to help our clients thrive in an era of · rapid change. We combine our exceptional knowledge and experience with · the people and technology platforms that make us an ideal partner for · all their tax-related needs. In Tax, we equip ...
-
cid consulting egypt Cairo, مصرEnvie de faire partie d une grande famille o le travail d quipe prend tout son sens? On parle ici d un milieu de vie professionnelle stimulant, favorisant le d veloppement des talents et o l panouissement des employ s est au c ur de l entreprise · Continue ta lecture · Notre clie ...
-
Senior Consultant
منذ يوم
EY Cairo, مصرDispatcher / Administrative Support · As a member of our dispatch and administrative support team, you will have a pivotal role in the success of We value our relationships with clients and This role is a point of contact for The successful candidate must understand the need to s ...
-
Senior Consultant
منذ 4 أيام
ey egypt Cairo, مصرResponsibilities: · Reviewing the clients' space, target audience, or website and evaluating their needs. · Using digital design software to create prototypes, drawings, and other representations to show the clients what the end product will look like. · Selecting color schemes, ...
-
Senior SAP Consultant
منذ 6 أيام
SAP egypt Cairo, مصرOur client is a Private Tertiary Education Institute. The Campus Business Development Manager oversees developing business solutions. · THE MAIN GOAL IS TO GENERATE MORE REVENUE FOR THE CAMPUS. The position will manage client accounts and develop business. This includes new sale ...
-
Senior Property Consultant
منذ يوم
Isqan Cairo, مصرJob Description · Answer and handle incoming leads any time of the day/night · Record details of incoming leads and update their status on an hourly basis. · Prospecting and qualifying leads. · Understand customer requirements. · Conducting Meetings with Potential buyers. · Prese ...
-
Senior SAP Consultant
منذ 6 أيام
SAP egypt Cairo, مصرOur client is a well established national Private Tertiary Education institution offering quality and attractive courses to professionals and school leavers alike. The ideal candidate will be experienced, dedicated, committed, professional and hungry for new business and achievin ...
-
Senior property consultant
منذ يوم
Venues Real Estate egypt Cairo, مصرResponsibilty: · Assisting clients to make sound property-purchasing decisions. · Finding clients in need of consultancy services through cold-calling, advertising, and business presentations. · Analyzing market trends and demographics to identify the most sought-after and profit ...
-
Senior Consultant for Financials
منذ يومين
SAP Cairo, مصر دوام كاملJob Summary · Digital Business Services support our customers in their digital transformation. We sustain the adoption of SAP software and ensure that our customers can successfully plan, implement, integrate and operate their software, including continuous improvement, quality m ...
-
Senior Implementation Consultant
منذ يوم
FlairsTech Egypt Cairo, مصرResponsibilty: · Conducting assessments of current project capacities and timelines. · Performing implementation planning and setup activities for projects. · Developing sound business practices and procedures for the project. · Directing team members as needed to ensure successf ...
-
Senior Property Consultant
منذ يوم
Petra Properties Cairo, مصرJob Description · Selling Real Estate Developers Products Using Comprehensive Negotiations. · Maintaining Positive Business Relationships With Customers. · Reaching Out to Customers' Leads Through Referrals. · Achieving Agreed Upon Sales Targets and Outcomes Within Deadlines. · C ...
-
Senior Consultant Logistics
منذ يوم
SAP Cairo, مصر دوام كاملJob Summary · SAP is committed to helping every customer become a best-run business. Digital Business Services support our customers in their digital transformation. We sustain the adoption of SAP software and ensure that our customers can successfully plan, implement, integrate ...
-
RPA Senior Consultant
منذ 4 أيام
GB Corp Cairo, مصرBrief Company Intro · United Health System is a well known provider for healthcare services within United States. · United Health System has always strived to be Customer-oriented, Compassionate, Candid and Compliant. We are committed for your success. You can count on us · We b ...
Senior Consultant - Cairo, مصر - ey egypt
وصف
Responsiblity: