Investment Advisor

8 months ago

Dubai, United Arab Emirates Barclays Full time

**Overall purpose of role**

An Investment Advisor (IA) is the conduit into investments for Private Bankers and clients. While accompanying Private Bankers on client meetings, IAs will be the technical strength assessing the needs and risk appetite for clients and translate this into proposals for overall asset allocation, specific products and investment services. The IA’s role is also to follow up on the investments made in order to give the client, together with the relationship manager an ongoing level of investment advice which stands out in the competitive wealth management environment.

Driven by targets, IAs will proactively and substantially acquire profitable new investment business and increase existing client wallet share. The client interaction by the IA will give an additional opportunity to provide feedback to the product specialist teams in order to further customise our product proposition to client needs.

**Key Accountabilities**
- Providing Investment Advice: Drawing on a broad experience base the IA will together with the Private Bankers be able to identify appropriate investment strategies tailored to client needs, and this will help new business and increase existing client wallet. Together with the Private Banker, the investment advisor will play a key role in providing clients with a continued superior level of advice with respect to asset allocation, specific investments and investment services.
- Ideas Generation: Maintain a close working relationship with segment experts, investment platforms and product specialists to ensure any client insights or market intelligence can be fed back for potential product development or services opportunities. Where relevant and practical, look for opportunities to manage clients’ liabilities and assets.
- Risk Management: While maintaining an appropriate level of professional qualifications to meet regulatory and group policy requirements, the IA will also ensure the investment approach is consistent for client with similar investment objectives. Mandates need to be supported by the platforms and are appropriate for the stated clients investment objectives. In addition, maintain appropriate leads, proposal generation and new business MI

**Risk and Control Objective**

Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Barclays Policies and Policy Standards.

**Person Specification**

**Professional/technical experience**

Drawing on your substantial experience communicating with clients you will be able to demonstrate superior selling skills with a proven record for closing. With your effective listening skills you’ll be skilful at matching client’s investment needs to appropriate proposition and product set.

**Academic and professional qualifications**

You will be of graduate calibre and have the local investment qualifications to allow investment advice to be given. CFA / CAIA charter a plus.

**Language skills**

**Personal attributes**

Setting you apart will be your ability to engage a diverse client group, bankers and product providers to drive effort in winning business. As a highly motivated self starter who can work in a disparate global team you’ll build excellent relationship and team building skills. You are creative and commercial minded individual that can work at pace to achieve accurate and high performing portfolios.

**Purpose, Values and Mindset**

We deploy finance responsibly to support people and businesses, acting with empathy and integrity, championing innovation and sustainability, for the common good and the long term.

Our values underpin everything we do: Respect, Integrity, Service, Excellence and Stewardship.

**Respect**

We harness the power of diversity and inclusion in our business, trust those we work with, and value everyone's contribution.

**Integrity**

We operate with honesty, transparency and fairness in all we do.

**Service**

We act with empathy and humility, putting the people and businesses we serve at the centre of what we do.

**Excellence**

We champion innovation, and use our energy, expertise and resources to make a positive difference.

**Stewardship**

We prize sustainability, and are passionate about leaving things better than we found them.

Our Mindset shapes how we take action, living by our Values, driven by our Purpose, always with our customers and clients at the heart of what we do; our Mindset is to Empower, Challenge and Drive.

**Empower**

Trust and support each other to deliver. Make decisions with those closest to the topic. Include diverse perspectives. Celebrate success and learn from failure.

**Challenge**

Question whether things can be done better. Use insights based on data to inform decisions. Be curious about how we can adapt and improve. Speak up and be open to alternative viewpoints.

**Drive**

Focus on outcomes. Deliver with pace. Be passionate and

  • Investment Advisor

    7 days ago

    Dubai, United Arab Emirates INVESTO INVESTMENT Full time

    **We are seeking someone who is talented and wants to learn to be a successful investment advisor. You must be results-oriented, think strategically, and build connections with investors and high-ticket clients.** You can earn up to AED 12,000/- and more with incentives. **Responsibilities** **Investment Solutions** - Achieve sales and business targets,...

  • Investment Advisor

    7 months 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...

  • Investment Advisor

    2 weeks ago

    Dubai, United Arab Emirates Neil Jesani Advisors, Inc. Full time

    You will develop and deliver personalized investment solutions to these high net-worth clients to accomplish their investments and financial goals. YOU NEEDS TO BE IN DUBAI TO APPLY FOR THIS POSITION. **Responsibilities**: - Advise clients on investment strategies - Prepare presentations that recommend various financial products - Review and communicate...

  • Investment Advisor

    1 month ago

    Dubai, United Arab Emirates EPIIDOSIS INVESTMENTS LLC Full time

    Job Title: Investment Advisor Location: Dubai, UAE (24 months) **Salary**: AED 7,000 - AED 12,000 per month **Job Description**: **Responsibilities**: Oversee and manage a high-quality deal flow, conducting due diligence, executing investment transactions, and supporting the growth and eventual exit of portfolio companies. Manage and monitor investment...

  • Investment Advisor

    4 months ago

    Dubai, United Arab Emirates Lykans Realty Full time

    **Job Summary** As an Investment Advisor, you will provide expert financial advice and guidance to clients, helping them achieve their investment goals and manage their financial portfolios effectively. Your role involves assessing clients' financial needs, recommending appropriate investment strategies, and monitoring the performance of their investments....

  • Investment Advisor

    2 weeks ago

    Dubai, United Arab Emirates ICL Tours & Travels Full time

    Responsibilities for investment advisor - Document information from conversations in with clients pertinent to business and relationship development to be referenced for follow-up calls - Sales and Services - Passion for delivering exceptional client service - Unprecedented will to strive for excellence in a performance driven environment - Assisting the...

  • Investment Advisor

    7 months ago

    Dubai, United Arab Emirates BLACK SAND HOLDINGS Full time

    **Responsibilities**: 1. Provide investment strategies and reports for global capital markets, including the United States, United Kingdom, India, etc. 2. Analyze and research macroeconomic and market trends to identify investment opportunities. 3. Communicate with clients and address investment-related inquiries. 4. Assist clients in building investment...

  • Investment Advisor

    8 months ago

    Dubai, United Arab Emirates Marhaba Investments Full time

    Join Marhaba Investments as a Real Estate Investment Advisor! We're on the lookout for a skilled professional with a proven UAE real estate track record and a robust client network. Your role? Dive into market trends, advise on smart investments, and nurture those client connections. **Requirements**: - Proven UAE real estate experience - Strong client...

  • Investment Advisor

    7 months ago

    Dubai, United Arab Emirates H J Real Estates Full time

    **Company Description** HJ Real Estates is a premier real estate organization located in Dubai and has been active in the industry for over 14 years. The organization has fully operational offices in Dubai, India, and Hong Kong and specializes in sales and rental properties. HJ Real Estates takes pride in its commitment to professionalism and core values of...

  • Investment Advisor

    1 week ago

    Dubai, United Arab Emirates CEO CLUBS NETWORK Full time

    **Job Summary**: **Key Responsibilities**: **Investment Advisory**: - Provide strategic investment advice to members and leads based on market trends, financial analysis, and individual objectives. - Develop and present tailored investment solutions that align with members' goals. - Stay updated on global market dynamics, regulatory changes, and emerging...

  • Investment Advisor

    2 weeks ago

    Dubai, United Arab Emirates Barclays Full time

    Overall purpose of role An Investment Advisor (IA) is the conduit into investments for Private Bank Relationship Managers and clients. While accompanying Relationship Managers on client meetings, IAs will be the technical strength assessing the needs, risk appetite of clients, and translate them into proposals for overall asset allocation, specific products...

  • Sales-investment Advisor

    2 months ago

    Dubai, United Arab Emirates Lykans Realty Full time

    **Job Summary** As an Investment Advisor, you will provide expert financial advice and guidance to clients, helping them achieve their investment goals and manage their financial portfolios effectively. Your role involves assessing clients' financial needs, recommending appropriate investment strategies, and monitoring the performance of their investments....

  • Investment Advisor

    2 months ago

    Dubai, United Arab Emirates High Street Resources Full time

    We are seeking an experienced Investment Advisor for our client, a prominent Asset Management Firm in Dubai. The incumbent will support the CIO and Relationship Managers (RMs) in constructing client investment portfolios aligned with each client’s risk profile, leveraging available products and asset allocation models. **Key Responsibilities**: -...

  • Investment Advisor

    2 months ago

    Dubai, United Arab Emirates Lykans Realty Full time

    **COMPANY NAME: LYKANS GROUP : LYKANS FINANCE** **Job Summary** As an Investment Advisor, you will provide expert financial advice and guidance to clients, helping them achieve their investment goals and manage their financial portfolios effectively. Your role involves assessing clients' financial needs, recommending appropriate investment strategies, and...

  • Investment Advisor

    4 months ago

    Dubai, United Arab Emirates AL RANIM PROPERTIES Full time

    Al Ranim Properties is on the lookout for a passionate and experienced individual to join our team as an Investment Advisor. This is your opportunity to be part of a forward-thinking real estate firm that is dedicated to delivering top-notch investment solutions in Dubai’s ever-growing market. About Us: At Al Ranim Properties, we specialize in providing...

  • Sales Background

    2 months ago

    Dubai, United Arab Emirates Lykans Realty Full time

    **COMPANY NAME: LYKANS GROUP : LYKANS FINANCE** **Job Summary** As an Investment Advisor, you will provide expert financial advice and guidance to clients, helping them achieve their investment goals and manage their financial portfolios effectively. Your role involves assessing clients' financial needs, recommending appropriate investment strategies, and...

  • Sales Executive

    3 months ago

    Dubai, United Arab Emirates Lykans Realty Full time

    **COMPANY NAME: LYKANS GROUP : LYKANS FINANCE** **Job Summary** As an Investment Advisor, you will provide expert financial advice and guidance to clients, helping them achieve their investment goals and manage their financial portfolios effectively. Your role involves assessing clients' financial needs, recommending appropriate investment strategies, and...

  • Sales Executive

    3 months ago

    Dubai, United Arab Emirates Lykans Realty Full time

    **COMPANY NAME: LYKANS GROUP : LYKANS FINANCE** **Job Summary** As an Investment Advisor, you will provide expert financial advice and guidance to clients, helping them achieve their investment goals and manage their financial portfolios effectively. Your role involves assessing clients' financial needs, recommending appropriate investment strategies, and...

  • Chief Representative

    7 months ago

    Dubai, United Arab Emirates Unicorn Advisor (HK) Limited Full time

    Our client **Requirements**: Strong relationships with the Middle Eastern government bodies and regulators / local authorities and business development skills. Able to work closely with the company’s major business lines (IBD, Capital Markets, Global Markets, Asset Management including direct investment) in HK and China. Fluent in English and Arabic....

  • Investment Advisor

    6 days ago

    Dubai, United Arab Emirates Dejavu Real Estate Full time

    **We are looking for Property Investment Advisors** to join our Sales Team. A highly motivated individual who is self-disciplined and has a “passion” for real estate. - Highly Motivated with Strong business sense and passion to work in the Real Estate Industry - Excellent Time - Management and organization skills - UAE Driving license is a plus - Should...