Senior Financial Advisor

1 week ago


Dubai, Dubai, United Arab Emirates Universis Capital Partner Full time

business development and marketing / remote / full timeUniversis Capital Partner is an alternative investment fund with a management capacity of up to USD 500 million, carried out in phases of USD 100 million.

We manage financial assets with the best resources in analytics and management, adapted to both traditional and digital assets, based on cryptocurrency infrastructure and blockchain technologies.

We provide liquidity in markets and assets, trading, market maker, project finance, venture capital, early stage tokens and liquid tokens, with a total of 12 management lines divided into 3 groups.

We build strategic alliances with major partners (Funds, Labs, Venture, Market Maker) globally, which strengthen joint institutional management and streamline our contribution of liquidity in trading and top-tier projects.

We work with sophisticated traders, token issuers, funds, professional investors, regulated trusts and major exchanges worldwide.

Our growing team is formed by the best senior professionals in each specialty, with more than 9 years of experience in commercial management, algorithmic development, financing and investment in projects.

We generate close relationships with the promoters of the projects in which we participate, providing investment and liquidity in key stages; Seed and Series A.


Who are we looking for:


We are looking for an experienced Sales Developer with extensive knowledge of investor management and direct access to investors or their own portfolio.

The ideal candidate should be well-connected and have a proven track record of client portfolio and professional investors with experience in alternative investments.

Must have excellent verbal and written communication skills and work effectively in a team environment, as well as experience in raising capital/investors.


Responsibilities:
Support the fund management advisors by introducing new potential investors.
Develop a plan for attracting investment.
Serve as liaison (business introducer) with the fund managers and investments.
Assist in the coordination of the onboarding process with new investors.
Drive collaboration with partners and ensure successful implementation and continued use.
Conduct a structured business development process, working with the team to improve and evolve operational efficiency.

Requirements:
Analytical and problem solving skills.
Ability to work independently, but in a collaborative team environment.
Ability to positively address new challenges and opportunities.
Entrepreneurial mindset, persistent and disciplined with a high degree of motivation and involvement.

Experience:
More than 2 years of experience in customer acquisition and investor management.
Own portfolio of investors or access to investors.
In client management for alternative investments between 1 and 20 million, or higher.

Experience in traditional financial services and high performance teams in banking, asset management, hedge funds, market making, liquidity provision, exchange and asset finance.

Experience with OTC products.
Experience in delivering plans, reports, business results, meeting targets, etc.

What we offer:

Type of work:
Permanent + Freelance + Remote.
Valuation and remuneration according to performance.
Fixed gross salary linked to objectives, plus variable percentage based on performance.
Extra incentives depending on the volume of business contributed.
Extra management and participation income.
Total autonomy in managing your time thanks to flexible working hours and the opportunity to work remotely.

Policy against discrimination:
At Universis Capital we promote equal employment opportunities. We pride ourselves on being a mutli-cultural team.

We do not discriminate against anyone on the basis of race, color, gender, age, origin, religion, sexual orientation, gender identity or expression, marital status, citizenship, disability.

We treat our colleagues and candidates fairly. We follow all related laws and in our employment decisions (such as recruiting, hiring, training, salary and promotion).
#J-18808-Ljbffr

  • 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...


  • 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...

  • Financial Advisor

    1 week ago


    Dubai, Dubai, United Arab Emirates NGI Full time

    Financial advisor's job is to understand a client's financial goals and then assist in creating strategies to achieve them. To do so, financial advisors must be able to understand, and analyze, market trends and to provide sound financial advice based on various financial indicators.Skills Required for the job, Client relationship skills.... Business...


  • 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...


  • Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full time

    Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Dubai, UAEWe are representing an International leading Wealth Management firm in 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 providing expert...


  • Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full time

    Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Dubai, UAEWe are representing an International leading Wealth Management firm in 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 providing expert...


  • Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full time

    Job 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...

  • Financial Advisor

    1 week ago


    Dubai, Dubai, United Arab Emirates GATESOURCE HR LTD Full time

    The job posting is outdated and position may be filled We are actively seeking experienced Financial Advisors for specialist Wealth Management/Financial Advisor/Financial Planner roles. We require candidates with a passion for continuous personal and professional development, who pride themselves in offering their clients the best support and earning their...

  • Financial Advisor

    1 week ago


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

    Financial AdvisorDubai About OurClient: Our client a borderlessand independent financial advisory consultancy is dedicated tosecuring their clients financial futures. Founded by UKqualifiedfinancial advisers they offer a fresh and dynamic approach thatsets them apart in the offshore marketplace. Why Choose OurClient: Our client is committedto providing the...


  • Dubai, Dubai, United Arab Emirates Prestige IFA Jobs Full time

    Our client on the lookout for good Wealth Management Advisors in Dubai.As the foremost independent digital private investment bank and asset management organization globally, our client takes pride in offering top-tier, professional guidance to expatriate clients and investors worldwide.With over 100,000 clients worldwide and more than $12 billion under...


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

    Independent Financial AdvisorRef: 1396DubaiCompetitive Package - Self EmployedJob Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in DubaiWe are representing a leading International Wealth Management firm looking for an experienced and qualified Independent Financial Advisor to join their team in Dubai. As an Independent...


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

    Independent Financial Advisor Ref: 1396DubaiCompetitive Package Self EmployedJob Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in DubaiWe are representing a leading International Wealth Management firm looking for an experienced and qualified Independent Financial Advisor to join their team in Dubai. As an Independent...


  • Dubai, Dubai, United Arab Emirates Liali Events Organizing Full time

    Financial Advisor cum AccountantCompany: Liali Event OrganizingLocation: DubaiJob Description:Responsibilities:Collaborate with senior management to develop and implement financial strategies to optimize the company's financial performance and achieve business objectives.Conduct comprehensive financial analyses, including budgeting, forecasting, and variance...

  • Financial Advisor

    1 week ago


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

    Financial Advisor Dubai About Our Client: Our client a borderless and independent financial advisory consultancy is dedicated to securing their clients financial futures. Founded by UKqualified financial advisers they offer a fresh and dynamic approach that sets them apart in the offshore marketplace. Why Choose Our Client: Our client is committed to...

  • Financial Advisor

    1 week ago


    Dubai, Dubai, United Arab Emirates Apt Resources Full time

    FINANCIAL ADVISOR:Job ID :1479Location :Dubai - United Arab EmiratesIndustry :Banking / Financial Services / BrokingFunctional Area :Banking / Financial ServicesAED 4, ,000.00Other Benefits :As Per UAE Labor LawGCC Driving License :No**Description: - Financial advisers provide clients with advice on financial matters, making recommendations on ways to best...

  • Financial Advisor

    1 week ago


    Dubai, Dubai, United Arab Emirates Al Nexzit Consults Full time

    Key Responsibilities:Conduct thorough financial assessments to understand clients' financial goals, risk tolerance, and investment preferences.Develop customized financial plans tailored to clients' individual needs and objectives.Educate clients on various investment options, including stocks, bonds, mutual funds, and retirement accounts.Recommend...


  • Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full time

    Job 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...


  • 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, Dubai, United Arab Emirates ClickJobs Full time

    Private Client Financial Advisors are their clients' primary trusted advisor. In this role, they will meet with existing and prospective clients to understand their investment and lending needs. They use financial planning experience and our discovery-based planning tools to complete comprehensive analyses of your clients' assets, income, liabilities, cash...

  • Financial Advisor

    1 week ago


    Dubai, Dubai, United Arab Emirates NATIONAL GENERAL INSURANCE CO (PSC) Full time

    We are hiring "Life Insurance Advisors & Financial Advisors" with experience in life insurance sales background for Retail Sales of "Life Insurance & Investments" With the Oldest Govt Pjsc. in the middle east. Generate leads and schedule appointments Determine the specific needs of particular clients by researching current life insurance coverage and...