Senior Financial Management Reporting Consultant Investment Portfolio
2 months ago
- Working 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 tax reporting.
- Suggesting investment products based on client needs.
- Analyzing various markets and conducting research.
- Making adjustments to client investments over time, such as switching to a lower-risk investment as a client reaches retirement age.
- Communicating openly, consistently, and honestly with clients and always keeping them informed about changes to your investment strategy.
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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...
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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...
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Financial Investment Consultant
4 weeks 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...
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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...
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Investment Director
2 weeks 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...
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Financial Investment Consultant
2 weeks 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...
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Investment Consultant
1 week 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...
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Portfolio Manager
3 days ago
Dubai, United Arab Emirates Ghobash Trading And Investment Co. Ltd. Full time**Company Description** Ghobash Trading & Investment (GTI) is actively engaged in multi-asset class investment activities across various geographies. These activities are carried out by a highly qualified and experienced in-house team of investment professionals. The team uses an ‘Asset Allocation Matrix’ to realize risk adjusted returns on invested...
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dubai, United Arab Emirates Aditum Investment Management Full timeIT & Reporting Manager | Aditum Investment Managemen DubaiAditum Investment Management Limited is seeking an experienced and highly skilled Information Technology & Reporting Manager to join our team. The position holder will be responsible for ensuring the firm employs and configures systems to manage data effectively and efficiently to deliver impactful...
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Dubai, Dubai, United Arab Emirates Aditum Investment Management Full timeIT & Reporting Manager | Aditum Investment Managemen DubaiAditum Investment Management Limited is seeking an experienced and highly skilled Information Technology & Reporting Manager to join our team. The position holder will be responsible for ensuring the firm employs and configures systems to manage data effectively and efficiently to deliver impactful...
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Investment Consultant
2 weeks 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...
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Portfolio Associate
1 week ago
Dubai, United Arab Emirates Asian Infrastructure Investment Bank Full timePortfolio Associate - Performance Reporting & Digitalization The Asian Infrastructure Investment Bank (AIIB) is a multilateral development bank whose mission is financing the Infrastructure for Tomorrow-infrastructure with sustainability at its core. We began operations in Beijing in January 2016 and have since grown to 109 approved Members worldwide. We are...
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Investment Financial Advisor
1 week 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...
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Portfolio Associate
1 week ago
Dubai, United Arab Emirates Asian Infrastructure Investment Bank Full timePortfolio Associate - Project and Asset Management The Asian Infrastructure Investment Bank (AIIB) is a multilateral development bank whose mission is financing the Infrastructure for Tomorrow-infrastructure with sustainability at its core. We began operations in Beijing in January 2016 and have since grown to 109 approved Members worldwide. We are...
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Investment Consultant
4 weeks ago
Dubai, United Arab Emirates Marsh McLennan Full timeInvestment Consultant **Company**: Mercer **Description**: Investment Consultant - Mercer Wealth Team UAE Mercer Wealth is a globally recognized leader in investment consulting services, providing customized advice throughout the investment decision-making process. With specialized teams in operational consulting, manager research, responsible investment,...
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Portfolio Manager
2 weeks ago
Dubai, Dubai, United Arab Emirates tiger recruitment Full timeProvide client consultation to develop investment objectivesProvide advice and guidance for investment opportunities to customersCreate reports on investment performance and activityCommunicate with clients about their accounts, market conditions and economic trendsManage equity and bond portfolios with the aim of maximizing investment returnsCommensurate...
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Portfolio Manager
4 weeks ago
Dubai, United Arab Emirates tiger recruitment Full timeProvide client consultation to develop investment objectivesProvide advice and guidance for investment opportunities to customersCreate reports on investment performance and activityCommunicate with clients about their accounts, market conditions and economic trendsManage equity and bond portfolios with the aim of maximizing investment returnsCommensurate...
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Portfolio Manager
2 weeks ago
Dubai, Dubai, United Arab Emirates Ghobash Trading And Investment Co. Ltd. Full timeCompany DescriptionGhobash Trading & Investment (GTI) is actively engaged in multi-asset class investment activities across various geographies. These activities are carried out by a highly qualified and experienced in-house team of investment professionals. The team uses an 'Asset Allocation Matrix' to realize risk adjusted returns on invested capital over...
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Portfolio Associate
6 days ago
Dubai, United Arab Emirates Asian Infrastructure Investment Bank Full timePortfolio Associate - Performance Reporting & Digitalization The Asian Infrastructure Investment Bank (AIIB) is a multilateral development bank whose mission is financing the Infrastructure for Tomorrow-infrastructure with sustainability at its core. We began operations in Beijing in January 2016 and have since grown to 109 approved Members worldwide. We are...
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Investment Consultant
4 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...