Financial Advisor

Senior Financial Advisor

Corporate Legal Counsel

Senior Manager, Tax

AVP - FIG (Client CDD/KYC)

Role Description: <ul><li>As an advisor, you will have the opportunity to shape the future of financial advice and build lasting relationships with clients, leveraging our innovative, proven approach, proprietary research, and strong reputation—drivers of our significant growth in recent years.</li><li>Expanding our Advisory business is a strategic priority for our retail division, underscoring our commitment to broadening our reach and delivering even greater value to clients.</li></ul> Responsibilities: <ul><li>With general guidance, implements and may assist with developing standard advisory solutions to assigned clients and coordinates internal resources necessary to carry out solutions.</li><li>Prepares financial plans for clients within the following areas, including preretirement, retirement, insurance, tax planning, and estate planning.</li><li>Responsible for positioning discretionary management as a means for clients to implement their recommended plans and to realize the full value within the plan.</li><li>Serves as an enrollment specialist to assist qualified clients in their transition from a self-directed relationship to a managed account relationship.</li><li>Must be able to position the value of discretionary management, overcome objections, and redirect clients to other solutions when discretionary management isn’t appropriate.</li><li>Applies knowledge to ensure an up-to-date knowledge of and fluency in new capabilities related to investment advice, financial planning, and financial education.</li><li>May assist in identifying opportunities for improvement to present to managers for consideration.</li><li>Responsible for client satisfaction regarding a wide variety of basic solutions managed by advisory services for assigned clients and continues to develop and deepen client relationships using consultative skills and ongoing personalized support and recommendations.</li><li>Serves as a client-facing expert on financial planning, portfolio construction, tax-efficient investing, and other advisory matters.</li><li>Has a basic understanding of how to determine a clients appetite for risk and how that aligns with different advice solutions and how to ensure that the implemented solutions are compliant.</li><li>Escalates potential issues to more senior staff.</li></ul> Requirements: <ul><li>Bachelors degree or the equivalent combination of education and relevant experience AND&nbsp;</li><li>2+ years of total relevant work experience.&nbsp;</li><li>Previous success in building relationships, uncovering needs, and recommending solutions.&nbsp;</li><li>Demonstrated organizational skills.&nbsp;</li><li>Strong written and verbal communication skills.</li></ul>

Role Description: <ul><li>As an advisor, you will have the opportunity to shape the future of financial advice and build lasting relationships with clients, leveraging our innovative, proven approach, proprietary research, and strong reputation—drivers of our significant growth in recent years.</li><li>Expanding our Advisory business is a strategic priority for our retail division, underscoring our commitment to broadening our reach and delivering even greater value to clients.</li></ul> Responsibilities: <ul><li>Implements and develop advisory solutions for assigned clients and coordinate internal resources necessary to carry out solutions.</li><li>Prepares financial plans for pre-retirees and retirees, advising in multiple areas, including asset allocation, spending and savings plans, social security strategies, and much more.</li><li>Stays current on market events and is a Subject Matter Expert on various planning topics to advise and educate advisory clients and prospects.</li><li>Contributes suggestions for and may participate in the development of program upgrades as well as future program enhancements; may assist in rolling out new capabilities related to investment advice, financial planning, and financial education.</li><li>Identifies areas for improvement, evaluates existing policy, and partners with peers and management to offer suggestions for change.</li><li>May assist with development and implementation within the department.</li><li>Responsible for client satisfaction regarding complex solutions managed by Advisory Services for assigned clients and maintains and continues to develop and deepen client relationships using consultative skills and ongoing personalized support and recommendations.</li><li>Works directly with less experienced peers to determine the best approach in rectifying a clients dissatisfaction.</li><li>Works with clients to determine their appetite for risk and how that aligns with different advice solutions and how to ensure that the implemented solutions are compliant. May resolve standard risk or compliance issues with the assistance of more senior staff.</li><li>In some cases, they may have limited supervisory responsibilities for a small number of advisory staff, guiding their work, providing feedback, and evaluating. performance.</li></ul> Requirements:&nbsp; <ul><li>Bachelors degree or the equivalent combination of education and relevant experience.</li><li>5+ years of total relevant work experience.</li><li>Previous success in building relationships, uncovering needs, and recommending solutions.&nbsp;&nbsp;</li><li>Demonstrated organizational skills.&nbsp;</li><li>Strong written and verbal communication skills&nbsp;</li></ul>

Role Description: <ul><li>We are seeking a qualified and experienced Corporate Legal Counsel to join our Legal team in Egypt.</li><li>This middle management role supports corporate legal operations across Egypt and support MENAT region, with a focus on contract management, governance, regulatory compliance, and internal advisory.</li><li>The successful candidate will report directly to the Head of Legal and act as a legal business partner to internal stakeholders.</li></ul> Responsibilities: Corporate and Regional Support <ul><li>Assist in reviewing corporate processes and documentation within Egypt.</li><li>Support legal coordination and compliance efforts across the MENAT region.</li><li>Maintain and update corporate records and filings in accordance with internal and regulatory requirements.</li><li>Support corporate secretarial functions across the region and ensure timely documentation.</li></ul> Contract Management and Documentation <ul><li>Draft, review, and revise legal documents including but not limited to contracts, NDAs, service agreements, B2B/B2C agreements, and purchase orders.</li><li>Collaborate with internal teams and external counsel to ensure contractual terms meet legal and business objectives.</li><li>Maintain organized records of executed agreements and develop standardized templates.</li></ul> Governance and Compliance <ul><li>Assist in implementing internal governance policies and monitor compliance.</li><li>Conduct legal research and support risk assessments related to business decisions.</li><li>Identify potential legal risks and escalate issues to the Head of Legal with recommended solutions.</li></ul> Legal Advisory and Communication <ul><li>Provide clear explanations of legal terms and obligations to internal stakeholders.</li><li>Provide legal opinion and consultations to internal stakeholders.</li><li>Act as a liaison between the legal department and other business units.</li><li>Prepare legal summaries and reports for senior legal review.</li></ul> Regulatory and Governmental Affairs <ul><li>Support corporate matters including GAFI documentation and authentication processes.</li><li>Liaise with governmental authorities regarding licensing and regulatory compliance.</li><li>Ensure adherence to company HSE policies and contribute to legal compliance in risk assessments.</li><li>Handle external law firms and corporate secretariate work and have the ability to draft bilingual OGMs, EGMs and BoDs.</li></ul> Requirements: <ul><li>Bachelor of Law (LL.B.) or Juris Doctor (J.D.) with a minimum grade of “Good”.</li><li>Master of Laws (LL.M) or equivalent postgraduate qualification is a plus.</li><li>4 – 7 years of experience in corporate law within a reputable law firm or multinational organization.</li><li>Admitted to the Egyptian Bar Association.</li><li>Fluent in English and Arabic (written and spoken).</li><li>Strong knowledge of contract law, corporate governance, licensing, and regulatory frameworks.</li><li>Familiarity with GAFI procedures and governmental dealings.</li><li>Litigation experience is a plus.</li></ul> Skills and Competencies <ul><li>Legal research, drafting, and negotiation.</li><li>Strong analytical and problem-solving skills.</li><li>Excellent communication and presentation abilities.</li><li>Ability to manage multiple tasks and meet deadlines.</li><li>High attention to detail and sound judgment.</li><li>Proficiency in Microsoft Office applications (Word, Excel, PowerPoint).</li></ul>

Responsibilities: <ul><li>The overall responsibility for taxes of each individual investment generally stays with the Management and its local tax advisors.</li><li>Thus, you will act as an in-house advisor helping the various investment to manage their tax affairs.</li><li>In the beginning you can focus on a few major investments and develop and extend the scope over time</li><li>Responsibilities span the whole lifetime of the investment.</li><li>It starts with the acquisition and ends with the exit readiness of the investment. Thus, you can especially</li><li>Help to set up the tax function of new investments or improve the tax function of existing investments;&nbsp;</li><li>Implement your ideas to improve compliance or tax efficiency during the entire holding period;&nbsp;</li><li>Prepare the exit from a tax perspective.</li></ul> Specific tasks will include:&nbsp; <ul><li>Engage with the our client Deal Tax Team during the acquisition process to align on deal structure, tax risks, SPA, and other pre-closing topics&nbsp;</li><li>Align with the Portfolio Company management team on relevant Company and our client group related tax topics after completion</li><li>Support the Portfolio Company management team on engaging a local tax advisor or onboard an own tax function if necessary</li><li>Ensure that tax obligations are clearly defined, and responsibilities are allocated accordingly at the Portfolio Company</li><li>Guide the Portfolio Companies on how to ensure compliance with tax obligations (Tax returns and filings, transfer pricing, sales tax, WHT exemption certificates, CbC reporting) and address any non-compliance issues and advise portfolio management accordingly on remediation measures&nbsp;</li><li>Supporting the operational implementation of Pillar II across our client Portfolio Companies together with the our client tax team</li><li>Help on the optimisation of Portfolio Company tax processes and procedures</li><li>Evaluate the current Portfolio Company tax structure and recommend any changes or planning ideas that will optimize the structure</li><li>Assist in international tax planning initiatives across Portfolio Companies&nbsp;</li><li>Perform tax-risk assessment 12-months prior to anticipated exit&nbsp;</li><li>On occasion, assist with our client Group compliance Tax in the US</li><li>On occasion, assist with M&amp;A tax and deal structuring in regard to the US</li><li>Act as contact person for Portfolio Company management if they need further support or advice on tax related topics&nbsp;</li></ul>&nbsp;Requirements: <ul><li>A minimum of a bachelor’s degree, preferably with a major in Accounting/Finance, or any related business is required</li><li>Advanced degree or professional certifications such as MBA, Master’s in Taxation, or CPA preferred</li><li>At least 8 years relevant tax experience; ideally within the tax department of an international enterprise or in a Tax Consulting firm</li><li>Experience of a broad range of US international tax rules and provisions, including Subpart F, GILTI, FTC, PFICs, WHT, FDII, LoB, FIRPTA, PTI and BEAT</li><li>In-depth knowledge of international corporate tax law and good knowledge in at least one other tax areas (transfer pricing, sales tax CbCR, Pillar 2,….)</li><li>Analytical / strategical thinking, result-oriented personality, highly developed sense of responsibility and strong teamwork</li><li>Practical, hands-on mentality</li><li>Fluent in English, further language skills welcome.</li></ul>

Responsibilities: <ul><li>Preparation of documentation and conduct CDD in a timely manner (FIG).</li><li>To liaise with RMs on the required documentation</li><li>Ensure that ongoing CDD reviews are conducted in tandem with internal process and policies</li><li>Ensure data accuracy in systems and documentation</li><li>Extraction of data from worksheets and reports for distribution to respective Business segments for necessary follow-up actions</li><li>Assisting BUs to respond to various CDD enquiries, which may originate from the local authorities or from correspondent banks, over client’s profile</li><li>Perform screening assessment and escalate material hits, where applicable for further clearance.</li><li>Assisting the Team Leader in providing regular statistics and presentations for updating to Senior Management</li><li>Participating in ad-hoc assignments and projects, e.g., audit, user acceptance testing etc. where required</li><li>Providing advisory support to the BUs in CDD related matters, where applicable</li></ul> Requirements: <ul><li>Tertiary holder and above</li><li>Prior working experience of at least 4-6 years in KYC / CDD roles.</li><li>Detail-oriented, yet able to think flexibly and independently to resolve problems</li><li>Knowledge of MAS regulations will be an added advantage.</li><li>Maintaining a high degree of knowledge in MAS 626 regulations and associated regulatory requirements for AML/CFT and Sanctions.&nbsp;</li><li>Emotionally mature and able to communicate maturely and independently with various stakeholders within the Bank</li><li>Comfortable with data handling, and able to perform functions on Excel, such as VLOOKUP, Pivoting and generating various graphs / charts, etc.</li><li>Attentive to details with a strong sense of interest in developing a career as a KYC / CDD specialist</li><li>Good command of both written and spoken English. The ability to speak / read additional languages is an advantage</li><li>Able to raise sensitive or potentially contentious issues in a constructive manner to arrive at appropriate solutions</li><li>Self-driven and a team player with strong interpersonal skills to communicate, influence and negotiate</li><li>Certification as an AFC specialist (e.g., CAMS / Diploma in AML, Governance and Risk) with a recognized institution will be an advantage</li><li>Language required to “Mandarin / Chinese”.&nbsp;</li></ul>

Skills

Industry

Location

Jobtitle

5 advisory Jobs found

Financial Advisor

Senior Financial Advisor

Corporate Legal Counsel

Senior Manager, Tax

AVP - FIG (Client CDD/KYC)

WhiteCrow
WhiteCrow is on a mission to connect companies with the best talent across the globe.

EMPLOYER

TALENT

COMPANY

Contact Us

JOBS BY SKILLS

JOBS BY FUNCTION

JOBS BY INDUSTRY

JOBS BY LOCATIONS

MODEL JOBS

JOBS BY CITY

Skills

Industry

Location

Jobtitle

5 advisory Jobs found

Financial Advisor

Senior Financial Advisor

Corporate Legal Counsel

Senior Manager, Tax

AVP - FIG (Client CDD/KYC)

WhiteCrow WhiteCrow is on a mission to connect companies with the best talent across the globe.

EMPLOYER

TALENT

COMPANY

Contact Us

JOBS BY SKILLS

JOBS BY FUNCTION

JOBS BY INDUSTRY

JOBS BY LOCATIONS

MODEL JOBS

JOBS BY CITY

WhiteCrow
WhiteCrow is on a mission to connect companies with the best talent across the globe.