Investment Advisor

1 week ago


Dubai, Dubai, United Arab Emirates Charterhouse Full time

We are looking for an experienced Financial Advisor to join our partner firm's team. As a Financial Advisor, you will be responsible for cultivating new relationships and maintaining existing ones, ensuring that each client receives tailored advice and guidance.

The successful candidate will bring new clients on board, act as the point of contact for leads, draft investment proposals, and manage the pipeline of ongoing cases. They will also analyze market trends and develop sound investment advice and strategies, providing clear and concise recommendations to clients.

As part of this role, the Financial Advisor will oversee marketing initiatives related to respective clients and attend networking events to build a potential client base. They will lead due diligence, coordinate transaction execution, and manage fund closing processes, ensuring efficient execution of transactions.

Our ideal candidate must have completed the LIBF Level 4 Diploma for Financial Advisers (DipFA) and possess a minimum of 2 years' experience in selling financial products, preferably with a background in Litigation Funding / Finance and Loan Notes. They should be Western-educated, well-presented, and professional.


  • Investment Advisor

    14 hours ago


    Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full time

    Job Title: Investment Advisor Location: Dubai Job Summary: A dynamic and resultsdriven Investment Advisor is sought to join a forwardthinking 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...


  • Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Full time

    Investment Advisor Professional sought by Independent Resourcing Consultancy to provide expert financial guidance to high net worth individuals and families. As a seasoned professional in the wealth management industry, you will be responsible for conducting thorough financial assessments and developing personalized financial plans.Responsibilities :Provide...

  • Investment Advisor

    3 weeks ago


    Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full time

    Job Title:Investment AdvisorLocation: DubaiJob Summary: A dynamic andresultsdriven Investment Advisor is sought to join aforwardthinking financial services team. The successful candidatewill be responsible for providing expert investment advicedeveloping personalized financial strategies and managing clientportfolios to help achieve their financial goals....

  • Investment Advisor

    1 week ago


    Dubai, 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 :Primarily...

  • Investment Advisor

    2 weeks ago


    Dubai, Dubai, United Arab Emirates Nomura Holdings, Inc. Full time

    Select how often (in days) to receive an alert:Skill Category: International Wealth ManagementDescription:Investment AdvisorResponsibilities:Responsible for bespoke multi-asset structured solutions for client's investment and hedging needsMeet clients with front office to better understand client needs and provide advisory servicesDrive the implementation of...

  • Investment Advisor

    5 days ago


    Dubai, Dubai, United Arab Emirates Nomura Holdings, Inc. Full time

    Select how often (in days) to receive an alert: Skill Category: International Wealth Management Description:Investment Advisor Responsibilities: Responsible for bespoke multi-asset structured solutions for client's investment and hedging needs Meet clients with front office to better understand client needs and provide advisory services Drive the...


  • Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full time

    Job Title: Alternative Investment Advisor Location: Dubai UAE About Our Client: Our client is an innovative wealth management firm based in Dubai offering a comprehensive 360degree 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...


  • Dubai, Dubai, United Arab Emirates Ghobash Trading & Investment Company Full time

    Company OverviewGhobash Trading & Investment Company is a leading player in the financial industry, seeking talented professionals to enhance our operations.We are looking for an experienced Investment Analyst, Associate to join our team and contribute to our success.The successful candidate will be responsible for analyzing financial statements, building...


  • Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full time

    Job Title:Alternative Investment AdvisorLocation: Dubai UAEAbout Our Client:Our client is an innovative wealth management firm basedin Dubai offering a comprehensive 360degree range of services andproducts to their esteemed clients. Their mission is to providepersonalized financial solutions that cater to the unique needs ofeach client ensuring their...


  • Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full time

    Job Title:Alternative Investment AdvisorLocation: Dubai UAEAbout Our Client:Our client is an innovative wealth management firm basedin Dubai offering a comprehensive 360degree range of services andproducts to their esteemed clients. Their mission is to providepersonalized financial solutions that cater to the unique needs ofeach client ensuring their...


  • Dubai, Dubai, United Arab Emirates Property Shop Investment LLC (PSI) Full time

    If you are a motivated and results-driven individual looking to advance your career in real estate, we encourage you to apply for the Real Estate Investment Specialist position at Property Shop Investment LLC (PSI).Key Responsibilities:Drive Revenue Growth: Develop and implement strategies to drive revenue growth and expand the customer base.Manage Client...


  • Dubai, Dubai, United Arab Emirates Prestige IFA Jobs Full time

    My client is a boutique wealth management firm with global reach from our Head Quarters based in the United Arab Emirates regulated by the Emirates Securities & Commodities Authority. They are proud to boast a staff of certified and experienced advisors all of whom work to the exacting standards demanded in highly regulated financial markets.My client need...


  • Dubai, Dubai, United Arab Emirates Prestige IFA Jobs Full time

    My client is a boutique wealth management firm with global reach from our Head Quarters based in the United Arab Emirates regulated by the Emirates Securities & Commodities Authority. They are proud to boast a staff of certified and experienced advisors all of whom work to the exacting standards demanded in highly regulated financial markets. My client needs...


  • Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full time

    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 their financial well-being and growth.Job Description:Role Overview:Our client is...


  • Dubai, Dubai, United Arab Emirates Property Shop Investment LLC (PSI) Full time

    Company DescriptionProperty Shop Investment LLC (PSI) established in 2007, is the No. 1 and largest private effective Real Estate Company headquartered in Abu Dhabi, UAE. PSI offers a wide range of Real Estate Services including Property Brokerage, Development & Consultancy Services, Real Estate Marketing, Investment Advisory, Property Appraisal, and...


  • Dubai, Dubai, United Arab Emirates Property Shop Investment LLC (PSI) Full time

    Company Description Property Shop Investment LLC (PSI) established in 2007, is the No. 1 and largest private effective Real Estate Company headquartered in Abu Dhabi, UAE. PSI offers a wide range of Real Estate Services including Property Brokerage, Development & Consultancy Services, Real Estate Marketing, Investment Advisory, Property Appraisal, and...


  • Dubai, Dubai, United Arab Emirates Property Shop Investment LLC (PSI) Full time

    Company DescriptionProperty Shop Investment LLC (PSI) established in 2007, is the No. 1 and largest private effective Real Estate Company headquartered in Abu Dhabi, UAE. PSI offers a wide range of Real Estate Services including Property Brokerage, Development & Consultancy Services, Real Estate Marketing, Investment Advisory, Property Appraisal, and...


  • Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full time

    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 their financial well-being and growth. Job Description: Role Overview: Our...


  • Dubai, Dubai, United Arab Emirates Prestige IFA Jobs Full time

    My client is a boutique wealth management firm withglobal reach from our Head Quarters based in the United ArabEmirates regulated by the Emirates Securities & CommoditiesAuthority. They are proud to boast a staff of certified andexperienced advisors all of whom work to the exacting standardsdemanded in highly regulated financialmarkets.My client need...


  • Dubai, Dubai, United Arab Emirates Prestige IFA Jobs Full time

    My client is a boutique wealth management firm withglobal reach from our Head Quarters based in the United ArabEmirates regulated by the Emirates Securities & CommoditiesAuthority. They are proud to boast a staff of certified andexperienced advisors all of whom work to the exacting standardsdemanded in highly regulated financialmarkets.My client need...