Investment Advisor
1 week ago
**Key Responsibilities**:
- Analyze clients' financial needs and investment objectives to provide tailored investment advice.
- Monitor financial markets and trends to identify lucrative investment opportunities.
- Develop and implement investment strategies that align with clients' goals.
- Prepare and deliver investment presentations and reports to clients.
- Build and maintain strong, long-lasting client relationships through regular communication and engagement.
- Stay updated on regulatory requirements and industry changes.
- Collaborate with other team members to enhance service offerings and investment products.
**Qualifications**:
- Bachelor’s degree in Finance, Business, Economics, or a related field; a Master’s degree or relevant certification (CFA, CFP) is a plus.
- Minimum of 3 years of experience as an Investment Advisor or in a similar role within the financial services industry.
- Proven track record of successful investment management and client retention.
- Strong analytical skills and proficiency in financial modeling and investment analysis.
- Exceptional communication and interpersonal skills.
- Ability to work independently and as part of a team in a fast-paced environment.
- Knowledge of local and international financial markets.
Pay: From AED15,000.00 per month
**Education**:
- Bachelor's (preferred)
**Language**:
- English, Arabic (preferred)
**Location**:
- Abu Dhabi (preferred)
-
Investment Advisor
8 months ago
Abu Dhabi, United Arab Emirates Care Professional Services Full timeinvestment advisors, also known as stockbrokers, provide investment advice or security analysis to various clients and companies. Advisors adhere to the high standard of fiduciary responsibility and a significant level of discretion because of the amount of private and personal information they encounter daily.
-
Investment Advisor
3 weeks ago
Abu Dhabi, United Arab Emirates Click and Connect Online Limited Full timeJob Title: Investment Advisor Location: Dubai Job Summary: A dynamic and results-driven Investment Advisor is sought to join a forward-thinking financial services team. The successful candidate will be responsible for providing expert investment advice, developing personalized financial strategies, and managing client portfolios to help achieve their...
-
Real Estate Advisor
6 days ago
Abu Dhabi, United Arab Emirates PSI - Property Shop Investment Full time**Company Description** Property Shop Investment (PSI), established in 2007, is the No. 1 and the largest private effective Real Estate Company headquartered in Abu Dhabi. We have created prominent brand recognition in the UAE Real Estate Market through our outstanding performance. PSI offers a wide range of Real Estate Services and aims to deliver a...
-
Mortgage Advisor
4 months ago
Abu Dhabi, United Arab Emirates PROPERTY SHOP INVESTMENT Full time**Company Description** Property Shop Investment (PSI), established in 2007, is the largest private Real Estate Company in Abu Dhabi. With a focus on sustainable performance, PSI has become a prominent brand in the UAE Real Estate Market. Offering a wide range of Real Estate Services, PSI aims to deliver a hassle-free Real Estate experience and exceed...
-
Alternative Investment Advisor
3 weeks ago
Abu Dhabi, United Arab Emirates Click and Connect Online Limited Full timeJob Title: Alternative Investment Advisor Location: Dubai, UAE About Our Client: Our client is an innovative wealth management firm based in Dubai, offering a comprehensive 360-degree range of services and products to their esteemed clients. Their mission is to provide personalized financial solutions that cater to the unique needs of each client, ensuring...
-
Investment Associate
7 months ago
Abu Dhabi, United Arab Emirates Emirates Investment Authority Full timeThe Investment Associate will help to facilitate EIA’s investments with Private Equity. This position includes responsibilities for building and maintaining financial models, contributing to new due diligence projects, monitoring existing relationships as well as supporting the Investment Directors in the assessment, structuring and negotiation of fund...
-
State Street Global Advisors, Investment
7 months ago
Abu Dhabi, United Arab Emirates State Street Corporation Full timeState Street Global Advisors, Investment Strategist, Vice President **About State Street** Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued...
-
State Street Global Advisors, Investment
7 months ago
Abu Dhabi, United Arab Emirates State Street Full timeAbout State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. Our promise to maintain an environment where every employee feels valued...
-
Investment Manager
3 months ago
Abu Dhabi, United Arab Emirates ADIB - Abu Dhabi Islamic Bank Full timeInvestment Manager **Role : Investment Manager** **Location**:Dubai** **Role Purpose**: An investment advisor provides expert financial advice and guidance to clients regarding their investment needs thru the relationship Manager. The advice given depends on the requirements and assessment of each client. Therefore, Investment advisors must prioritize the...
-
Mortgage Advisor
4 days ago
Abu Dhabi, United Arab Emirates Property Shop Investment LLC Full timeMortgage Advisor is the point of contact with the Mortgage sales Leads, our clients, Banks and PSI Support departments while executing and achieving mortgage department sales target. **Mortgage Operation**: Identify strong potential prospects using initiative and creativity, to generate lead opportunities. Confidently participate in the preparation of...
-
Mortgage Advisor
7 months ago
Abu Dhabi, United Arab Emirates Property Shop Investment LLC Full time**PRIMARY PURPOSE** The Mortgage Advisor plays a pivotal role as the liaison between Mortgage Sales Leads, clients, Banks, and PSI Support departments, ensuring the accomplishment of mortgage department sales targets. **RESPONSIBILITIES** **A) Mortgage Operation**: - Utilize initiative and creativity to identify strong potential prospects, generating...
-
Investment Manager
6 months ago
Abu Dhabi, United Arab Emirates deVere Group London Full timeWealth Management Advisors wanted. As the world’s leading, independent digital private investment bank and asset management organisations, deVere Group prides itself on providing high-class, professional advice to expatriate clients and investors all over the world. We advise over 100,000 clients across the globe with in excess of $12bn under advice and...
-
Mortgage Advisor
6 months ago
Abu Dhabi, United Arab Emirates Property Shop Investment LLC Full time1. PRIMARY PURPOSE - Mortgage Advisor is the point of contact with the Mortgage sales Leads, our clients, Banks and PSI Support departments while executing and achieving mortgage department sales target. 2. RESPONSIBILITIES A) Mortgage Operation: 01. Identify strong potential prospects using initiative and creativity, to generate lead opportunities. 02....
-
Financial Advisor
4 months ago
Abu Dhabi, United Arab Emirates ORIENT INSURANCE Full timeWe look for financial sales advisors to sell our insurance and investment plans. We offer salary, commission, visa and card.
-
Mortgage Advisor
4 days ago
Abu Dhabi, United Arab Emirates Property Shop Investment LLC Full timeA Mortgage Advisor acts as an intermediary between clients and banks. He assists clients to finalize a real estate property buying process through Mortgage while making the right decisions by choosing the best banking solutions. Profile Description Strong understanding of banking mortgage or real estate brokerage services, terminologies, procedures, and...
-
Investment Banking
3 months ago
Abu Dhabi, United Arab Emirates Skill Farm Full time**Responsibilities**: Provide detailed research reports and recommendations to portfolio managers to ensure accurate information and advice is provided Assist in the development and maintenance of investment models and strategies, monitoring market trends and macroeconomic factors in order to recommend innovative suggestions Collaborate with Relationship...
-
Investment Banking
3 months ago
Abu Dhabi, United Arab Emirates Skill Farm Full time**Responsibilities**: Conduct thorough credit and equity research, including financial statement analysis, credit risk assessment, and evaluation of companies and industry trends in order to utilise quantitative analysis techniques and build financial models Provide detailed research reports and recommendations to portfolio managers to ensure accurate...
-
Insurance Advisor
8 hours ago
Abu Dhabi, United Arab Emirates ORIENT INSURANCE PJSC Full time**nsurance Advisor Responsibilities**: - Meeting with clients. - Offering specialized financial guidance and advice. - Completing financial needs analyses. - Creating and explaining customized plans. - Utilizing knowledge of tax investment strategies. - Assessing clients' financial portfolios. - Analyzing clients' risk. **Salary**: Up to AED15,000.00 per...
-
Fundraising for Hospitality Investment Fund
8 months ago
Abu Dhabi, United Arab Emirates Helpstar Ltd Full time**Join Our Premier Investment Initiative: Transforming and Enhancing Large Hotels Around the Mediterranean** **Introduction to the Opportunity**: We are pleased to introduce our latest investment fund, strategically focused on the acquisition, revitalization, and repositioning of large hotel properties in the thriving Mediterranean region. This venture aims...
-
Vice President
3 months ago
Abu Dhabi, United Arab Emirates HFG Full timeThe Vice President will be originating and executing investment transactions and actively managing a portfolio of private assets The client is an Abu Dhabi based investments firm. **Description** The key responsibilities will be as follows: - Develop and implement the overall investment strategy in alignment with the firm's objectives and growth plans. -...