Investment Advisor

2 weeks ago


Dubai, United Arab Emirates IIQAFGROUP Full time


Responsibilities

  • Conduct thorough financialassessments for clients to identify their investment objectives,risk tolerance, and time horizon
  • Develop andimplement comprehensive investment plans based on clients'financial needs and goals
  • Monitor market trendsand economic conditions to provide timely investment advice andrecommendations
  • Research and analyze investmentopportunities, including stocks, bonds, mutual funds, and realestate
  • Prepare detailed investment reports andperformance reviews for clients
  • Collaboratewith financial analysts and portfolio managers to diversifyclients' investment portfolios
  • Buildand maintain strong relationships with clients through regularcommunication and portfolio reviews

Requirements

  • Bachelor's degree in finance,economics, or a related field
  • Minimum of 2years of experience as an investment advisor or financialconsultant
  • Strong knowledge of financialmarkets, investment products, and asset allocationstrategies
  • Excellent analytical andproblem-solving skills
  • Proven track record ofdelivering exceptional investment advice and achieving clientgoals
  • Strong understanding of regulatorycompliance and investment industrystandards
  • Excellent communication andinterpersonal skills, with the ability to build and maintain clientrelationships
  • Professional certifications suchas CFA, CFP, or Series 7 arepreferred

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