![Caliberly](https://media.trabajo.org/img/noimg.jpg)
Financial Investment Consultant
2 months ago
- Bachelor's degree in Finance, Economics, Business, or a related field.
- Professional certifications such as CFA, CFP, or equivalent are highly desirable.
- Proven experience as a Financial Consultant or Investment Advisor.
- Strong knowledge of investment products, financial markets, and economic trends.
- Excellent interpersonal and communication skills.
- Ability to build and maintain strong client relationships.
Responsibilities:
- Client Consultation:
- Conduct in-depth consultations with clients to understand their financial goals, risk tolerance, and investment preferences.
- Provide comprehensive financial advice, including investment strategies, retirement planning, and wealth management solutions.
- Portfolio Management:
- Develop and manage investment portfolios that align with clients' financial objectives and risk profiles.
- Monitor and analyze market trends, economic indicators, and investment opportunities to make informed recommendations.
- Financial Planning:
- Collaborate with clients to create personalized financial plans that encompass investment goals, retirement planning, estate planning, and other financial objectives.
- Continuously review and update financial plans to ensure alignment with clients' changing circumstances and market conditions.
- Client Education:
- Educate clients on investment products, market trends, and financial strategies to empower them to make informed decisions.
- Provide ongoing communication and education to clients about the performance of their investment portfolios.
- Compliance and Regulatory Adherence:
- Ensure compliance with relevant financial regulations and industry standards in all client interactions and recommendations.
- Stay informed about changes in financial regulations and update clients accordingly.
-
Investment Financial Advisor
4 days ago
Dubai, United Arab Emirates E44 Financial Full timeWe are looking for an experienced Investment Financial Advisors for our Dubai office. - have proven working experience as a Financial adviser. - be excellent in communication and client-relationship skills. - have organizational and time management skills. - possess the skills to generate leads as well as develop networks. - develop, lead and manage the...
-
Financial Investment Consultant
2 weeks ago
Dubai, Dubai, United Arab Emirates Caliberly Full timeBachelor's degree in Finance, Economics, Business, or a related field.Professional certifications such as CFA, CFP, or equivalent are highly desirable.Proven experience as a Financial Consultant or Investment Advisor.Strong knowledge of investment products, financial markets, and economic trends.Excellent interpersonal and communication skills.Ability to...
-
Financial Investment Consultant
1 week ago
Dubai, Dubai, United Arab Emirates Caliberly Full timeJob DetailsEmployment Typefull_timeIndustryFinancial ServicesSalaryLocationDubai, United Arab EmiratesDate PostedNovember 14, 2023About the JobQualifications: Bachelor's degree in Finance, Economics, Business, or a related field. Professional certifications such as CFA, CFP, or equivalent are highly desirable. Proven experience as a Financial Consultant or...
-
Financial Investment Consultant
2 months ago
dubai, United Arab Emirates Caliberly Full timeBachelor's degree in Finance, Economics, Business, or a related field.Professional certifications such as CFA, CFP, or equivalent are highly desirable.Proven experience as a Financial Consultant or Investment Advisor.Strong knowledge of investment products, financial markets, and economic trends.Excellent interpersonal and communication skills.Ability to...
-
Financial Investment Consultant
2 months ago
Dubai, United Arab Emirates Caliberly Full timeBachelor's degree inFinance, Economics, Business, or a relatedfield.Professional certifications such as CFA,CFP, or equivalent are highly desirable.Provenexperience as a Financial Consultant or InvestmentAdvisor.Strong knowledge of investmentproducts, financial markets, and economictrends.Excellent interpersonal andcommunication skills.Ability to build...
-
Financial Investment Consultant
4 weeks ago
Dubai, United Arab Emirates Caliberly Full timeBachelor's degree inFinance, Economics, Business, or a relatedfield.Professional certifications such as CFA,CFP, or equivalent are highly desirable.Provenexperience as a Financial Consultant or InvestmentAdvisor.Strong knowledge of investmentproducts, financial markets, and economictrends.Excellent interpersonal andcommunication skills.Ability to build...
-
Investment Consultant
6 days ago
Dubai, United Arab Emirates Merveille Investments LLC Full time**About Us**: Merveille Investments is a leading financial investment services firm dedicated to providing comprehensive investment solutions to our diverse client base. We pride ourselves on delivering personalized strategies that align with our clients' financial goals and risk tolerance. **Position Overview**: **Key Responsibilities**: - **Client...
-
Investment Consultant
1 week ago
Dubai, Dubai, United Arab Emirates Merveille Investments LLC Full timeAbout Us:Merveille Investments is a leading financial investment services firm dedicated to providing comprehensive investment solutions to our diverse client base. We pride ourselves on delivering personalized strategies that align with our clients' financial goals and risk tolerance.Position Overview:Key Responsibilities:- Client Consultation: Meet with...
-
Financial Consultant
3 weeks ago
Dubai, United Arab Emirates Indo pacific general trading llc Full timeFinancial Consultants These professionals assist corporates in making optimal finance and investment decisions and developing a comprehensive business plan. Personal Financial Consultants help clients with the planning of financial decisions for important milestones such as retirement as well as day-to-day living according to the client’s current needs...
-
Investment Director
1 week ago
Dubai, Dubai, United Arab Emirates Aditum Investment Management Full timeJob DescriptionRole: Investment DirectorLocation: DIFC, Dubai, United Arab EmiratesCompensation: Competitive package in a tax-free jurisdictionStart Date: As soon as possibleThis role is within the investment team of Aditum Investment Management's venture capital fund. Aditum Investment Management is an independent Investment Management company headquartered...
-
Investment Advisor
1 week ago
Dubai, United Arab Emirates INVESTO INVESTMENT Full time**Job description** We are a leading Investment company dedicated to helping our clients achieve their financial goals. We are seeking a talented and motivated Investment Advisor to join our team. The Investment Sales Professional is responsible for generating revenue through the sale of investment products and services to clients. This role involves...
-
dubai, United Arab Emirates EDARI Uae Full timeSenior Financial Management Reporting Consultant Investment Portfolio Senior Financial Management Reporting Consultant Investment PortfolioWorking with clients to identify their unique investment goals.Formulating investment strategies based on client goals.Issuing client documents, including monthly or yearly portfolio reports.Managing client documents for...
-
Investment Consultant
3 weeks ago
Dubai, United Arab Emirates Meer Group of Investments Full time**Position: Investment Consultant** **About Us**: Meer Group of Investment in Commercial Enterprises and Management Co. LLC is a Global Investment Conglomerate headquartered in Dubai. Meer Group invests its capital in diversified asset classes including Software Engineering, Real Estate, Automotive, Foodstuffs, Media Productions, and SME...
-
Investment Analyst
2 months ago
Dubai, United Arab Emirates ZC Consultant Full time**INVESTMENT ANALYST**: **_Job Description:_**: - Responsible for ensuring that the fixed income investment operations of all the managed funds are executed according to the conditions agreed by the respective Investment Committees, respecting the investment limits, both internal and legal, and that the conditions that are executed are within the market...
-
Dubai, Dubai, United Arab Emirates EDARI Uae Full timeSenior Financial Management Reporting Consultant Investment Portfolio Senior Financial Management Reporting Consultant Investment PortfolioWorking with clients to identify their unique investment goals.Formulating investment strategies based on client goals.Issuing client documents, including monthly or yearly portfolio reports.Managing client documents for...
-
Investment Sales
2 months ago
Dubai, United Arab Emirates INVESTO INVESTMENT LLC Full timeWe are a leading Investment company dedicated to helping our clients achieve their financial goals. We are seeking a talented and motivated Investment Sales professional to join our team. This role involves developing and maintaining client relationships, providing investment advice, and executing investment transactions. The primary goal is to drive...
-
Investment Sales
14 hours ago
Dubai, United Arab Emirates INVESTO INVESTMENT LLC Full timeWe are a leading Investment company dedicated to helping our clients achieve their financial goals. We are seeking a talented and motivated Investment Sales professional to join our team. This role involves developing and maintaining client relationships, providing investment advice, and executing investment transactions. The primary goal is to drive...
-
Investment Consultant
2 months ago
Dubai, United Arab Emirates City Field Marketing Management Full timeWe are seeking HINDI SPEAKER Sales and Marketing/Investment Consultants who have to DRIVE, HUNGER and COMMITMENT to be High Earners. **Skills**: You will need to: - Be ready to hustle, strong networking skills, knowledge of generating leads - Strong mental disposition to be on the phone every day in a fast-paced environment - Good communicator on phone,...
-
Investments Financial Analyst
2 months ago
Dubai, United Arab Emirates Plum Jobs Full time**Investments Financial Analyst** Our client is a well-established family office based in Dubai with a strong track record in real estate development and global proprietary investments. The business focuses on equity markets and fixed income products, structured products and derivatives and VC and PE investments. **Role Summary** Finalization of accounts...
-
Independent Investment Introducers
2 weeks ago
Dubai, United Arab Emirates Investment Fund Full time**Self Employed - Commission Only Role.** **Location: UAE and GCC** Our client is a boutique Investment Fund seeking enthusiastic Investment Introducers to support the business's growth. The firm manages over a quarter of a billion dollars with trading operations globally in High frequency trading, algorithmic investment strategies and position trading....