Investment Advisor

2 weeks ago


Dubai, United Arab Emirates Client First Management Consultancy Full time

**Investment Advisor**

Company Name:Client First Management Consultancy

**Responsibilities**:

- Prospect for new clients
- Maintain and deepen relations with existing client
- Educate clients regarding the range of applicable investment options available to them
- Determine the risk tolerance of clients
- Develop personally tailored investment solutions for clients
- Follow through on the investment actions approved by clients
- Maintain proper documentation of investment actions taken on behalf of clients
- Maintain an up-to-date knowledge of investment products
- Perform qualitative and quantitative research and consultation on relative markets
- Keep up-to-date knowledge of the industry and related markets being researched
- Understand the needs of the hiring organization or client in order to target research to their benefit
- Communicate with business leaders, financial officers and market representatives

**Qualifications for IA**:

- Firm grasp on the financial decision-making process within the company or organization of employment
- Experience collecting, interpreting and organizing data
- **Additional certifications such as Chartered Financial Analyst (CFA) or CA are preferred**:

- Ability to prepare extensive reports and present findings to companies with clear and concise action advice
- Working knowledge of the target industry and market
- Advanced speaking and report-writing skills for effective communication
- Attention to details and a commitment to accuracy
- Ability to keep sensitive business financial information confidential

Salary Range:Basic expenses AED 5000 - AED 6000

Office Timing:9 am - 6 pm

**Salary**: AED5,000.00 - AED6,000.00 per month

COVID-19 considerations:
Common surfaces are sanitised regularly, Vaccination compulsory.

Ability to commute/relocate:

- Dubai: Reliably commute or planning to relocate before starting work (required)

Application Question(s):


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