Client Advisor
6 days ago
The Client Advisor will be responsible for providing personalized financial advice and services to clients. They will be responsible for analyzing financial goals, recommending investment strategies, and providing exceptional customer service. The ideal candidate will have strong financial knowledge, excellent communication skills, and the ability to build and maintain client relationships.
Responsibilities
- Understanding clients' financial goals and objectives
- Analyzing clients' financial situations and proposing personalized investment strategies
- Providing advice and guidance on various financial products and services
- Executing trade orders and managing investment portfolios
- Monitoring market trends and performance of investments
- Providing exceptional customer service and resolving client inquiries
- Building and maintaining long-term relationships with clients
- Keeping up-to-date with the latest financial products and investment opportunities
- Collaborating with colleagues and specialists to meet clients' needs
- Achieving sales targets and objectives
Minimum Requirements
- Bachelor's degree in finance, economics, or a related field
- Proven experience as a client advisor or in a similar role
- Strong knowledge of financial products and investments
- Excellent communication and presentation skills
- Professional certifications (CFA, CFP) are a plus
Role Function: N/A
Work Type: Full-Time
Role Level: Mid-Level
Country: United Arab Emirates
City: Abu Dhabi
Number of Vacancies: 1
Job Category: Banking
Company Website:
#J-18808-Ljbffr-
Commercial Property Advisor
6 days ago
Abu Dhabi, Abu Dhabi, United Arab Emirates Client of Talentmate Full timeJob Title: Commercial Property AdvisorJob Summary: We are seeking a highly skilled Commercial Property Advisor to join our team at Client of Talentmate. As a Commercial Property Advisor, you will be responsible for providing expert guidance and advice to clients in buying, selling, or leasing commercial properties.About the Role:Assess clients' needs and...
-
Client Service Advisor
2 weeks ago
Abu Dhabi, Abu Dhabi, United Arab Emirates ADIB - Abu Dhabi Islamic Bank Full timeClient Service AdvisorADIB - Abu Dhabi Islamic Bank Abu Dhabi, United Arab EmiratesJob DescriptionRole : Client Services AdvisorLocation : Abu DhabiRole Purpose:To deliver exceptional client service by managing the onboarding process for new clients, ensuring a seamless and efficient experience. The role involves addressing client inquiries, resolving issues...
-
Independent Financial Advisor
2 weeks ago
Abu Dhabi, Abu Dhabi, United Arab Emirates Independent Resourcing Consultancy Full timeJob Advertisement :Independent Financial Advisor for Leading Wealth Management Firm in Abu Dhabi, UAEWe are representing an International leading Wealth Management firm in Abu Dhabi, UAE, looking for an experienced and qualified Independent Financial Advisor to join their team. As an Independent Financial Advisor, you will be responsible for providing expert...
-
Client Advisor
1 week ago
Abu Dhabi, Abu Dhabi, United Arab Emirates Prada Group Full timeJOB PURPOSETo be the ambassador who conveys and promotes the Brand philosophy and Values to the final Clients, guiding them into the world of the Brands. As such, to be responsible for maximizing individual and team sales, providing an extraordinary and memorable luxury customer experience, placing the Client above all, discovering their needs and...
-
Client Advisor
2 weeks ago
Abu Dhabi, Abu Dhabi, United Arab Emirates Fendi Full timePositionAs a Fendi Ambassador you will be responsible to provide an elevate and luxurious customer journey to each client through Brand DNA Discovery, building loyalty and recruit new clients to achieve and exceed individual and store sales goals.Job ResponsibilitiesLead individual sales and achieve performance targets and KPIs.Engage in upselling, cross...
-
Independent Financial Advisor
3 days ago
Abu Dhabi, Abu Dhabi, United Arab Emirates Click And Connect Online Limited Full timeJob Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Abu Dhabi or Dubai UAEWe are representing an International leading Wealth Management firm in Abu Dhabi and Dubai UAE looking for an experienced and qualified Independent Financial Advisor to join their team.As an Independent Financial Advisor you will be responsible for...
-
Independent Financial Advisor
4 days ago
Abu Dhabi, Abu Dhabi, United Arab Emirates Click and Connect Online Limited Full timeJob Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Abu Dhabi or Dubai UAE We are representing an International leading Wealth Management firm in Abu Dhabi and Dubai UAE looking for an experienced and qualified Independent Financial Advisor to join their team. As an Independent Financial Advisor you will be responsible...
-
Fund Raiser cum Financial Advisor
3 days ago
Abu Dhabi, Abu Dhabi, United Arab Emirates Client of Alliance Recruitment Agency Full timeJob Title: Fund Raiser cum Financial AdvisorJob Summary: We are seeking a highly skilled and motivated Fund Raiser cum Financial Advisor to join our team. The ideal candidate will have extensive experience in fundraising activities, developing financial strategies, managing investor relationships, and ensuring the financial health of our organization. This...
-
Mortgage Advisor
1 week ago
Abu Dhabi, Abu Dhabi, United Arab Emirates First Abu Dhabi Bank Full timeWe are seeking a dynamic and results-driven Mortgage Advisor for our Direct Sales team in Abu Dhabi, United Arab Emirates. As a key member of our financial services team, you will play a crucial role in helping clients achieve their homeownership goals while contributing to the growth of our mortgage portfolio. Responsibilities: Proactively identify and...
-
Mortgage Advisor
4 days ago
Abu Dhabi, Abu Dhabi, United Arab Emirates First Abu Dhabi Bank Full timeWe are seeking a dynamic and resultsdriven Mortgage Advisor for our Direct Sales team in Abu Dhabi United Arab Emirates. As a key member of our financial services team you will play a crucial role in helping clients achieve their homeownership goals while contributing to the growth of our mortgage portfolio. Proactively identify and pursue new business...
-
Client Support Officer
2 weeks ago
Abu Dhabi, Abu Dhabi, United Arab Emirates Vault Full timeAbout usVault is a pioneering wealth management firm dedicated to transforming the financial well-being of our clients in the GCC region. Our mission is to empower individuals and families to achieve their long-term financial aspirations through personalized financial planning and innovative wealth management solutions. We leverage cutting-edge technology to...
-
Executive Wellbeing Advisor
1 day ago
Abu Dhabi, Abu Dhabi, United Arab Emirates Hoopfull LLC Full timeCompany OverviewHoopfull LLC is a dynamic organization dedicated to providing top-notch services to our clients. We are seeking an exceptional individual to join our team as an Executive Wellbeing Advisor.Job DescriptionWe are looking for a highly skilled and compassionate professional to provide wellbeing advising services to our employees. As an Executive...
-
Technology Advisor for Legal Services
6 days ago
Abu Dhabi, Abu Dhabi, United Arab Emirates Teneo Full timeTechnology Advisor for Legal ServicesWe are seeking a highly skilled Technology Advisor for Legal Services to join our team. As a key member of our team, you will be responsible for advising clients on data management and preservation strategies, as well as performing eDiscovery tasks.ResponsibilitiesClient-facing experience with a focus on data management...
-
Mortgage Advisor
4 days ago
Abu Dhabi, Abu Dhabi, United Arab Emirates First Abu Dhabi Bank FAB Full timeJob Title: Mortgage Advisor (Islamic Financing) Location: Abu Dhabi, United Arab Emirates Vacancy: 1 Vacancy Job Description We are seeking a highly skilled and customer-focused Mortgage Advisor specializing in Islamic Financing to join our team. In this role, you will provide expert guidance on Sharia-compliant mortgage products to our diverse...
-
Mortgage Advisor
7 hours ago
Abu Dhabi, Abu Dhabi, United Arab Emirates First Abu Dhabi Bank FAB Full timeJob Title: Mortgage Advisor (Islamic Financing)Location: Abu Dhabi, United Arab EmiratesVacancy: 1 VacancyJob DescriptionWe are seeking a highly skilled and customer-focused Mortgage Advisor specializing in Islamic Financing to join our team. In this role, you will provide expert guidance on Sharia-compliant mortgage products to our diverse clientele,...
-
FTI Capital Advisors
2 weeks ago
Abu Dhabi, Abu Dhabi, United Arab Emirates FTI Consulting Full timeWho We AreFTI Capital Advisors ("FTICA") is a global boutique investment bank with offices across 5 continents. We specialize in Mergers & Acquisitions (M&A), equity and debt raising, and independent financial advisory services across several industry sectors, the most relevant ones being telecommunications, media and technology, power renewables and energy...
-
Commercial Advisor/Consultant
2 hours ago
Abu Dhabi, Abu Dhabi, United Arab Emirates Diktu Full timeJob DescriptionClient > Consulting FirmRole > Commercial Advisor/Consultant for a Real Estate Mega ProjectOverview > the Company is looking for a Candidare being a member of a team offering specialized knowledge in the Real Estate sector . You will work closely with clients to identify their needs, develop strategies, and implement solutions that drive...
-
Medical Advisor
2 weeks ago
Abu Dhabi, Abu Dhabi, United Arab Emirates VentureBlick Full timeVentureBlick is the Go Global partner for healthcare innovation. We connect key players worldwide to foster impactful collaborations, helping startups scale, SMEs with global expansion, and corporations in discovering new technologies on a global scale.We are seeking experienced clinicians who share our passion for supporting healthcare innovation to be part...
-
Mortgage Advisor
7 days ago
Abu Dhabi, Abu Dhabi, United Arab Emirates Metropolitan Capital Real Estate Full timeGet AI-powered advice on this job and more exclusive features.Direct message the job poster from Metropolitan Capital Real EstateMHRM | MTech | Talent Acquisition | HR management | Advanced IT Recruiting | Real Estate | Connecting Top Talent with Leading OpportunitiesJob Overview:We are seeking a highly motivated and knowledgeable Mortgage Advisor to join...
-
Mortgage Advisor
5 days ago
Abu Dhabi, Abu Dhabi, United Arab Emirates First Abu Dhabi Bank FAB Full timeJob Title: Mortgage AdvisorLocation: Dubai, United Arab EmiratesVacancy: 1 VacancyJob Description:We are seeking a dynamic and results-driven Mortgage Advisor to join our Direct Sales team. As a key member of our financial services organization, you will play a crucial role in helping clients achieve their homeownership goals while contributing to the growth...