Senior Investment Advisor

3 weeks ago


Dubai, United Arab Emirates Charterhouse UAE Full time

âCharterhouse is working with one of the fastest growing Financial Services firms who is looking to hire a Senior Investment Advisor to join their team.

About the role
The Senior Investment Advisor will be responsible for bringing new clients on board and acting as the point of contact for leads, drafting investment proposals and managing the pipeline of ongoing cases. This role will be expected to monitor market performance to develop and deliver sound investment advice and strategies and execute accurate reporting that enables sound analysis and financial recommendations.

In addition, this role will also be responsible for overseeing the marketing initiatives related to respective clients and attending network events to build potential client base and cultivate new relationships whilst maintaining and managing existing ones.

The Advisor will lead due diligence, coordinate transaction execution, fund closing as well as the finalisation signing of all security documentation for fund releases.

About you
To be considered for this role, the successful candidate should possess a minimum of eight yearsâ experience in selling financial products. Preference will be given to candidates with experience in Litigation Funding/ Finance and Loan Notes.

The ideal candidate will be Western Educated, well presented and professional, who is capable of sharing the firmâs commitment to carefully guided decision-making for portfolio management.



  • Dubai, Dubai, United Arab Emirates Charterhouse UAE Full time

    ​Charterhouse is working with one of the fastest growing Financial Services firms who is looking to hire a Senior Investment Advisor to join their team.About the roleThe Senior Investment Advisor will be responsible for bringing new clients on board and acting as the point of contact for leads, drafting investment proposals and managing the pipeline of...

  • Investment Advisor

    4 weeks ago


    Dubai, United Arab Emirates INVESTO INVESTMENT Full time

    **We are seeking someone who is talented and wants to learn to be a successful investment advisor. You must be results-oriented, think strategically, and build connections with investors and high-ticket clients.** You can earn up to AED 12,000/- and more with incentives. **Responsibilities** **Investment Solutions** - Achieve sales and business targets,...

  • Investment Advisor

    2 weeks ago


    Dubai, United Arab Emirates INVESTO INVESTMENT Full time

    **We are seeking someone who is talented and wants to learn to be a successful investment advisor. You must be results-oriented, think strategically, and build connections with investors and high-ticket clients.** You can earn up to AED 12,000/- and more with incentives. **Responsibilities** **Investment Solutions** - Achieve sales and business targets,...

  • Investment Advisor

    5 days ago


    Dubai, United Arab Emirates INVESTO INVESTMENT Full time

    **Job description** We are a leading Investment company dedicated to helping our clients achieve their financial goals. We are seeking a talented and motivated Investment Advisor to join our team. The Investment Sales Professional is responsible for generating revenue through the sale of investment products and services to clients. This role involves...


  • Dubai, United Arab Emirates CHARTERHOUSE MIDDLE EAST Full time

    The Senior Investment Advisor will be responsible for bringing new clients on board and acting as the point of contact for leads, drafting investment proposals and managing the pipeline of ongoing cases. This role will be expected to monitor market performance to develop and deliver sound investment advice and strategies and execute accurate reporting that...


  • Dubai, Dubai, United Arab Emirates CHARTERHOUSE MIDDLE EAST Full time

    The Senior Investment Advisor will be responsible for bringing new clients on board and acting as the point of contact for leads, drafting investment proposals and managing the pipeline of ongoing cases. This role will be expected to monitor market performance to develop and deliver sound investment advice and strategies and execute accurate reporting that...


  • Dubai, United Arab Emirates CHARTERHOUSE MIDDLE EAST Full time

    The Senior Investment Advisor will beresponsible for bringing new clients on board and acting as thepoint of contact for leads, drafting investment proposals andmanaging the pipeline of ongoing cases. This role will be expectedto monitor market performance to develop and deliver soundinvestment advice and strategies and execute accurate reportingthat enables...


  • dubai, United Arab Emirates Click and Connect Online Limited Full time

    Join The Team: Property Investment Advisor at dV Property InternationalProperty International stands at the forefront of the global real estate market, with a rich heritage of over 30 years in property investment. Based in the vibrant city of Dubai, our mission is to deliver unparalleled service and expertise to investors and home-seekers around the world....


  • dubai, United Arab Emirates Click and Connect Online Limited Full time

    Join The Team: Property Investment Advisor at dV Property InternationalProperty International stands at the forefront of the global real estate market, with a rich heritage of over 30 years in property investment. Based in the vibrant city of Dubai, our mission is to deliver unparalleled service and expertise to investors and home-seekers around the world....

  • Investment Advisor

    2 weeks ago


    dubai, United Arab Emirates Madison Pearl Full time

    Madison Pearl has been mandated by a distinguished regional asset manager based in DIFC, Dubai, to recruit an experienced Investment Advisor with a broad exposure to various asset classes. This position reports directly to senior management, making the successful candidate a crucial figure within the company. The role demands a deep understanding of...

  • Investment Advisor

    6 days ago


    Dubai, Dubai, United Arab Emirates Madison Pearl Full time

    Madison Pearl has been mandated by a distinguished regional asset manager based in DIFC, Dubai, to recruit an experienced Investment Advisor with a broad exposure to various asset classes. This position reports directly to senior management, making the successful candidate a crucial figure within the company. The role demands a deep understanding of...


  • Dubai, United Arab Emirates Click and Connect Online Limited Full time

    Join The Team: Property Investment Advisor at dV Property InternationalCompany dV Property International stands at the forefront of the global real estate market with a rich heritage of over 30 years in property investment. Based in the vibrant city of Dubai our mission is to deliver unparalleled service and expertise to investors and homeseekers around the...


  • Dubai, Dubai, United Arab Emirates Unicorn Advisor (HK) Limited Full time

    Senior Private Banking RM (Direct or IAM/EAM) based in Dubai covering Europe clientsSenior Private Banking RM (Direct or IAM/EAM) based in Dubai covering Europe clientsUnicorn Advisor (HK) LimitedDubai, United Arab EmiratesPosted 13 hours agoPermanenthighly competitiveMy client is looking for established Private Bankers (Direct or IAM/EAM) based in UAE Dubai...


  • Dubai, Dubai, United Arab Emirates Unicorn Advisor (HK) Limited Full time

    Senior Private Banking RM (Direct or IAM/EAM) based in Dubai covering Europe clients Senior Private Banking RM (Direct or IAM/EAM) based in Dubai covering Europe clientsUnicorn Advisor (HK) Limited Dubai, United Arab Emirates Posted 5 days ago Permanent highly competitive My client is looking for established Private Bankers (Direct or IAM/EAM) based in UAE...

  • Investment Advisor

    2 months ago


    Dubai, United Arab Emirates Robert Walters Full time

    Our client is an International Asset Manager setting up in the DIFC, looking to hire an Investment Advisor to support their RMs on a broader subject matter perspective At least 8 years as an Investment Advisor across a mix of asset classesPrior experience in a leading Private Bank also being consideredExperience with an Asset Manager preferredCertification...

  • Investment Advisor

    5 days ago


    Dubai, Dubai, United Arab Emirates Robert Walters Full time

    Our client is an International Asset Manager setting up in the DIFC, looking to hire an Investment Advisor to support their RMs on a broader subject matter perspective At least 8 years as an Investment Advisor across a mix of asset classesPrior experience in a leading Private Bank also being consideredExperience with an Asset Manager preferredCertification...

  • Investment Advisor

    3 weeks ago


    Dubai, United Arab Emirates Robert Walters Full time

    Our client is an International Asset Manager setting up in the DIFC, looking to hire an Investment Advisor to support their RMs on a broader subject matter perspective At least 8 years as an Investment Advisor across a mix of asset classesPrior experience in a leading Private Bank also being consideredExperience with an Asset Manager preferredCertification...

  • Investment Advisor

    2 months ago


    Dubai, United Arab Emirates Charterhouse UAE Full time

    ​Charterhouse is working with one of the fastest growing Financial Services firms, who is looking to hire an Investment Advisor to join their team. This role will be required to maintain relationships with existing customers as well as bring on new business through both warm and cold business development.About the roleAs the Investment Advisor, the...

  • Investment Advisor

    2 months ago


    Dubai, Dubai, United Arab Emirates Charterhouse UAE Full time

    ​Charterhouse is working with one of the fastest growing Financial Services firms, who is looking to hire an Investment Advisor to join their team. This role will be required to maintain relationships with existing customers as well as bring on new business through both warm and cold business development.About the roleAs the Investment Advisor, the main...


  • dubai, United Arab Emirates Unicorn Advisor (HK) Limited Full time

    Senior Private Banking RM (Direct or IAM/EAM) based in Dubai covering Europe clientsSenior Private Banking RM (Direct or IAM/EAM) based in Dubai covering Europe clientsUnicorn Advisor (HK) LimitedDubai, United Arab EmiratesPosted 13 hours agoPermanenthighly competitiveMy client is looking for established Private Bankers (Direct or IAM/EAM) based in UAE Dubai...