Client Advisor
4 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-
Client Advisor
3 days ago
Abu Dhabi, Abu Dhabi, United Arab Emirates Wrise Group Full time- Develops and maintains client relationships- Responsible for achieving annual revenue targets and objectives- Trusted advisor who succeeds in maintaining a group of dedicated clients- Builds market share; able to enhance client asset size over time- Fully competent in advising clients on investment products and services- Actively involved in new business...
-
Client Service Advisor
3 days 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...
-
High Net Worth Client Advisor
10 hours ago
Abu Dhabi, Abu Dhabi, United Arab Emirates High Street Resources Full timeJob DescriptionWe are seeking a High Net Worth Client Advisor - Digital Assets to join our team at High Street Resources. The ideal candidate will possess strong sales acumen and an established network within the region, particularly among institutional clients, family offices, and high-net-worth individuals.Main ResponsibilitiesLeverage your existing...
-
Independent Financial Advisor
11 hours 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
4 days ago
Abu Dhabi, Abu Dhabi, United Arab Emirates Prada Group Full timeJob DescriptionJob description:JOB PURPOSETo be the ambassador who convey and promote the Brand philosophy and Values to the final Clients guiding them into the world of the Brands. As such, to be responsible to maximize the individual and team sales, providing an extraordinary and memorable luxury customer experience placing the Client above all,...
-
Client Advisor
2 days 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
4 hours 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...
-
Strategic Advisor
4 days ago
Abu Dhabi, Abu Dhabi, United Arab Emirates Teneo Full timeTeneo is a leading advisory firm that provides strategic insights to top-tier clients. We are seeking an experienced Strategic Advisor to join our team and help drive business growth.The ideal candidate will have a strong background in management consulting, with a proven track record of delivering results-driven solutions. You will work closely with our...
-
Client Support Officer
14 hours 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...
-
Client Support Officer
2 days ago
Abu Dhabi, Abu Dhabi, United Arab Emirates Vault Full timeJob DescriptionAbout 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...
-
Design Solutions Advisor
10 hours ago
Abu Dhabi, Abu Dhabi, United Arab Emirates Sanipex Group Full timeAbout the JobSanipex Group is seeking a Design Solutions Advisor to join our team. As a Design Solutions Advisor, you will be responsible for providing exceptional customer service and ensuring a high-quality showroom experience.You will handle customer inquiries, complaints, and develop long-term relationships with clients. Your strong communication skills,...
-
Expert Investment Advisor
3 days ago
Abu Dhabi, Abu Dhabi, United Arab Emirates Independent Resourcing Consultancy Ltd Full timeWe are seeking an Expert Investment Advisor to join our team in Abu Dhabi or Dubai UAE, representing an International leading Wealth Management firm.The successful candidate will have a minimum of 5 years of experience as a Financial Advisor in the wealth management industry, possessing industry-leading qualifications such as CFP, CFA, or other relevant...
-
Financial Advisor
2 days ago
Abu Dhabi, Abu Dhabi, United Arab Emirates Independent Resourcing Consultancy Ltd Full timeWe are looking for an experienced Financial Advisor to manage and grow a portfolio of high-net-worth NRI clients. As a key member of our team, you will provide comprehensive financial planning and advisory services, including retirement planning, tax optimization, estate planning, and education fee planning.You will work closely with our clients to...
-
FTI Capital Advisors
2 days 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...
-
Medical Advisor
11 hours 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
24 hours 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...
-
Commercial Advisor/Consultant
4 days 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...
-
Client Support Representative
10 hours ago
Abu Dhabi, Abu Dhabi, United Arab Emirates A3malouna Full timeThe Customer Service Advisor position is an exciting opportunity to join A3malouna.com's team in Abu Dhabi. As a key member of our customer support team, you will be responsible for delivering high-quality service to our clients.Responsibilities:Provide excellent customer service support via inbound calls, outbound calls, or through the InternetMaintain...
-
Client Engagement Officer
10 hours ago
Abu Dhabi, Abu Dhabi, United Arab Emirates Vault Full timeAbout UsVault is a pioneering wealth management firm aiming to transform 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 goals through personalized financial planning and innovative wealth management solutions.We utilize cutting-edge technology to deliver...
-
QHSE Advisor
4 weeks ago
Abu Dhabi, Abu Dhabi, United Arab Emirates The Bushcraft Company Full timeAdvertUTEC, part of Acteon Group, is one of the world's largest independent offshore and onshore survey providers. We provide a wide range of survey, positioning and data management services using the most advanced equipment and techniques. The data we generate provides our clients with the information they need to make critical, well-informed, business...