Investment Advisor
1 week ago
- Cheska Pagsanjan
- RecruiterPrimary Responsibilities
- Collaborate with the Investment Committee (IC) and Relationship Managers (RMs) to develop relevant products and mandates tailored to clients' risk profiles.
- Support RMs during client meetings and queries as needed.
- Assess investment ideas with the Investment Committee and oversee portfolio management, focusing on both strategic and tactical asset allocation.
- Utilize research to provide weekly reports, ensuring clients and RMs stay informed about market activities.
- Ensure compliance with relevant regulatory guidelines in all activities.
- Over 10 years of experience in the banking or financial services sector.
- A bachelor's degree in a related field; an advanced degree is preferred.
- Indepth knowledge of financial markets and investment strategies, along with a strong background in creating multiasset structured products.
- Experience in assisting relationship managers and presenting to both senior internal and external stakeholders.
- Demonstrated strong leadership abilities.
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Investment Advisor
1 week ago
Dubai, Dubai, United Arab Emirates Robert Walters Full timeOur 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...
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Investment Advisor
2 months ago
Dubai, Dubai, United Arab Emirates Charterhouse UAE Full timeCharterhouse 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...
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Investment Advisor
1 week ago
Dubai, 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 followup calls Sales and Services Passion for delivering exceptional client service Unprecedented will to strive for excellence in a performance driven environment Assisting the client in...
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Investment Advisor
1 week ago
Dubai, Dubai, United Arab Emirates Neil Jesani Advisors, Inc. Full timeYou will develop and deliver personalized investment solutions to these high net-worth clients to accomplish their investments and financial goals. YOU NEEDS TO BE IN DUBAI TO APPLY FOR THIS POSITION.Responsibilities: Advise clients on investment strategies Prepare presentations that recommend various financial products Review and communicate portfolio...
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Investment Advisor
1 week ago
Dubai, Dubai, United Arab Emirates IIQAFGROUP Full timeResponsibilitiesConduct thorough financialassessments for clients to identify their investment objectives,risk tolerance, and time horizonDevelop andimplement comprehensive investment plans based on clients'financial needs and goalsMonitor market trendsand economic conditions to provide timely investment advice andrecommendationsResearch and analyze...
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Investment Advisor
1 week ago
Dubai, Dubai, United Arab Emirates Robert Walters Full timeAt 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 such as a CFA also highly preferred
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Senior Investment Advisor
2 months ago
Dubai, Dubai, United Arab Emirates Charterhouse UAE Full timeCharterhouse 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...
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Investment Advisor
1 week ago
Dubai, Dubai, United Arab Emirates IIQAFGROUP Full timeResponsibilities Conduct thorough financial assessments for clients to identify their investment objectives, risk tolerance, and time horizon Develop and implement comprehensive investment plans based on clients' financial needs and goals Monitor market trends and economic conditions to provide timely investment advice and recommendations Research and...
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Investment Advisor
1 week ago
Dubai, Dubai, United Arab Emirates IIQAFGROUP Full timeResponsibilities Conduct thorough financial assessments for clients to identify their investment objectives, risk tolerance, and time horizonDevelop and implement comprehensive investment plans based on clients' financial needs and goalsMonitor market trends and economic conditions to provide timely investment advice and recommendationsResearch and analyze...
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Investment Advisor
1 week ago
Dubai, Dubai, United Arab Emirates Madison Pearl Full timeMadison 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...
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Property Investment Advisor
1 week ago
Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full timeJoin 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....
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Investment Advisor
1 week ago
Dubai, Dubai, United Arab Emirates Marhaba Investments Full timeJoin Marhaba Investments as a Real Estate Investment AdvisorWe're on the lookout for a skilled professional with a proven UAE real estate track record and a robust client network. Your role? Dive into market trends, advise on smart investments, and nurture those client connections.Requirements: Proven UAE real estate experience Strong client database...
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Investment Advisor
1 week ago
Dubai, Dubai, United Arab Emirates H J Real Estates Full timeCompany DescriptionHJ Real Estates is a premier real estate organization located in Dubai and has been active in the industry for over 14 years. The organization has fully operational offices in Dubai, India, and Hong Kong and specializes in sales and rental properties. HJ Real Estates takes pride in its commitment to professionalism and core values of...
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Senior Investment Advisor
1 week ago
Dubai, Dubai, United Arab Emirates CHARTERHOUSE MIDDLE EAST Full timeThe 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...
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Real Estate Investment Advisor
1 week ago
Dubai, Dubai, United Arab Emirates Phoree Full timeLocation: DubaiSalary: AED5, AED50,000.00 per monthPosted at: Jul 22, 2022PHOREE is looking for an experienced and ambitious Property Investment Advisor and consultant to assist with investment advisory services at our Head Office in Dubai.As an investment advisor, you will be responsible for advising clients, building/strengthening relationships, and...
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Investment Advisor
1 week ago
Dubai, Dubai, United Arab Emirates SHEIKH SULTAN BIN NASSER HUMAID RASHED AL NUAIMI INVESTMENT Full timeProspect for new clients,Maintain good repo with existing and prospective clients. Educate the clients about the various investment options available. To understand the client's risk-taking ability and advise investment plans accordingly. Develop personally tailored investment options for clits. Provide complete information about investment products to...
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Investment Advisor
1 week ago
Dubai, Dubai, United Arab Emirates Robert Walters Full timeJob Alert You will be updated with latest job alerts via email Valid email field required Send jobs Job Alert You will be updated with latest job alerts via email Valid email field required Send jobsAt 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...
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International Investment Advisor
1 week ago
Dubai, Dubai, United Arab Emirates Real Estate Company - Dubai Full timeUrgent HiringLocation: Business Bay, DubaiPosition: International Investment Advisor / Sr. International Investment AdvisorOrganization: Real Estate IndustryAbout Position:We are looking to hire confident, enthusiastic, proactive, and assertive individuals to grow & earn lucratively (Basic + Commission).Gender:Male/FemaleDuties and Responsibilities Summary:...
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Real Estate Investment Advisor
1 week ago
Dubai, Dubai, United Arab Emirates Classic Paramount Real Estate Full timeJoin Our Team as a Real Estate Investment AdvisorsAre you passionate about real estate and driven to succeed? Do you thrive in a dynamic, fast-paced environment? If so, we have an exciting opportunity for youClassic Paramount Real Estate is currently seeking a motivated and enthusiastic Real Estate Investment Advisors to join our team. As a leading player in...
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Private Client Advisor – Dubai
1 week ago
Dubai, Dubai, United Arab Emirates Investment Migration Insider Hong Kong Full timeThe Private Client Advisor role contributes as an ambassador for EC Holding's Group, by establishing new direct client and B2B relationships and by strengthening and leveraging existing ones.The Private Client Advisor is responsible for increasing applications numbers submitted by EC Holdings Group, by understanding the requirements of all key stakeholders...