Senior Investment Advisor
6 days ago
Act as an unbiased and holistic business enabler for client solutions; providing technical investment advice to Relationship Managersand clients based on regulatory context BO domicile an investment strategy; Create and develop tailor-made investment proposals- create proposal in a portfolio context based on clients risk profile;- prepare bespoke investment proposals for acquiring new business as well as for existing clients;- provide proactive investment advice to sophisticated clients in accordance with clients investment guidelines and the Banks policies; Ensure compliance with predefined portfolio parameters; Monitor and analyse portfolios carrying out detailed portfolio and performance reviews; Execute and document trades cash management and create client reports; Support / assist Relationship Managers- in general investment questions and on investment-related activities;- in client acquisition and retention;- to identify profitable investment opportunities- to optimise revenue generation; Update risk profile for client where required coordinated with RM. Qualifications : Bachelors degree in Finance Economics or Business Management; Minimum 5-10 years of experience in a Wealth Management Advisory role; Understanding of asset allocation and common portfolio and investment strategies. Shows experience in equities fixed income structured products FX and commodities as well as Private Equities; Impeccable communication and presentation skills both verbal and in writing in English; any other language is an asset. Additional Information : Step into the action Family-friendly and dynamic environment; Direct impact on the business no matter your position or seniority; Work in an environment that encourages autonomy and entrepreneurship; Flexible working arrangements to help you achieve a better work-life balance; Variety of cultural and sporting activities during your free time; Inclusion and equal treatment; Various employee benefits & family friendly benefits. Remote Work : No Employment Type : Full-time #J-18808-Ljbffr
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INVESTMENT ADVISOR DUBAI
2 hours ago
Dubai, United Arab Emirates International Financial Advisor Jobs Full timeJoin to apply for the INVESTMENT ADVISOR DUBAI role at International Financial Advisor Jobs My client is a boutique wealth management firm with global reach, headquartered in the United Arab Emirates and regulated by the Emirates Securities & Commodities Authority. They employ certified and experienced advisors committed to high standards in regulated...
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Investment Advisor
6 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...
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Investment Advisor
5 days ago
Dubai, United Arab Emirates ICL Tours & Travels Full timeResponsibilities for investment advisor - Document information from conversations in with clients pertinent to business and relationship development to be referenced for follow-up calls - Sales and Services - Passion for delivering exceptional client service - Unprecedented will to strive for excellence in a performance driven environment - Assisting the...
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INDEPENDENT FINANCIAL ADVISOR DUBAI
2 hours ago
Dubai, United Arab Emirates International Financial Advisor Jobs Full timeJoin to apply for the INDEPENDENT FINANCIAL ADVISOR DUBAI role at International Financial Advisor Jobs 2 weeks ago Be among the first 25 applicants Join to apply for the INDEPENDENT FINANCIAL ADVISOR DUBAI role at International Financial Advisor Jobs Get AI-powered advice on this job and more exclusive features. Our client is looking for talented Wealth...
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Investment Advisor
2 weeks ago
Dubai, United Arab Emirates Eminence Enclave Real Estate Full timeAt Eminence Enclave Real Estate, we focus on building lifelong relationships rather than just closing transactions. Our commitment to simplifying the Dubai real estate journey ensures an enjoyable experience for our clients. With value-driven expertise and honest guidance, we help clients achieve their property goals and provide ongoing support even after...
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Investment Advisor
2 weeks ago
Dubai, United Arab Emirates BLACK SAND HOLDINGS Full time**Responsibilities**: 1. Provide investment strategies and reports for global capital markets, including the United States, United Kingdom, India, etc. 2. Analyze and research macroeconomic and market trends to identify investment opportunities. 3. Communicate with clients and address investment-related inquiries. 4. Assist clients in building investment...
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Investment Advisor
5 days ago
Dubai, United Arab Emirates Barclays Full time. **Overall purpose of role** An Investment Advisor (IA) is the conduit into investments for Private Bankers and clients. While accompanying Private Bankers on client meetings, IAs will be the technical strength assessing the needs and risk appetite for clients and translate this into proposals for overall asset allocation, specific products and investment...
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Investment Advisor
2 hours ago
Dubai, United Arab Emirates Jodoa Properties Full timeLocation: Dubai, United Arab EmiratesReports To: Head of Sales (UAE Real-Estate Investments)Employment Type: Full-Time About Jodoa Group Jodoa is a privately held real estate asset management and investment firm headquartered in Dubai, with operations in the United Kingdom. Backed by a leadership team with decades of global experience in property investment,...
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Investment Advisor
5 days ago
Dubai, United Arab Emirates High Street Resources Full timeA leading External Asset Manager in DIFC is seeking an Investment Advisor to manage and advise a portfolio of UHNW/HNW clients, delivering tailored discretionary and advisory investment solutions across global markets. Responsibilities Work with a Senior Partner to advise UHNW/HNW clients on multi‐asset portfolios (equities, fixed income, alternatives,...
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Investment Advisor
2 hours ago
Dubai, United Arab Emirates High Street Resources Full timeA leading External Asset Manager in DIFC is seeking an Investment Advisor to manage and advise a portfolio of UHNW/HNW clients, delivering tailored discretionary and advisory investment solutions across global markets. Work with a Senior Partner to advise UHNW/HNW clients on multi-asset portfolios (equities, fixed income, alternatives, structured products)....