Senior Investment Strategist

4 weeks ago


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

Job Title: Senior Investment Strategist

About Our Client:

Our client, Independent Resourcing Consultancy Ltd, is a dynamic wealth management firm based in Dubai, offering a wide 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 Overview:**

We are seeking a highly skilled Senior Investment Strategist to join our team. The successful candidate will provide expert financial advice and tailored investment strategies to clients, utilizing cutting-edge digital tools and platforms to ensure a seamless and efficient advisory experience.

Main Responsibilities:

- Client Engagement: Build and maintain strong relationships with clients, understanding their financial goals, risk tolerance, and investment preferences.

- Financial Planning: Develop comprehensive financial plans tailored to each client's needs, including retirement planning, tax optimization, estate planning, and more.

- Investment Strategy: Create and implement personalized investment strategies, utilizing a wide range of financial products and services offered by the company.

- Market Analysis: Stay updated with global financial markets, economic trends, and investment opportunities to provide informed advice.

- Digital Interaction: Utilize interactive platforms and digital tools to communicate with clients, conduct virtual meetings, and provide real-time investment updates.

- Compliance: Ensure all advisory activities comply with regulatory standards and company policies.

- Client Education: Educate clients on various financial products, market trends, and investment strategies to empower them to make informed decisions.

Qualifications:

- Bachelor's Degree: In Finance, Economics, Business Administration, or a related field. A Master's degree or professional certifications (e.g., CFA, CFP) is a plus.

- Experience: Minimum of 3-5 years of experience in investment advisory or wealth management, preferably within the UAE market.

- Skills:

Strong analytical and quantitative skills.

Excellent communication and interpersonal skills.

Proficiency in using digital tools and interactive platforms.

Ability to work independently and as part of a team.

- Knowledge: In-depth understanding of financial markets, investment products, and regulatory requirements in the UAE.

- Language: Fluency in English is required.

What We Offer:

A competitive salary package with attractive commission rates.
AED 120,000 - AED 150,000 per annum, depending on experience, along with comprehensive health and wellness benefits, opportunities for professional growth and development, a collaborative and innovative work environment, and access to cutting-edge digital tools and platforms.



  • Dubai, Dubai, United Arab Emirates CC Staffing International Full time

    About the RoleWe are seeking a Senior Business Growth Strategist to drive our company's expansion and growth strategy. As a key member of our team, you will be responsible for identifying new business opportunities, forming partnerships with suppliers, and expanding our brand presence in the market.


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

    Company Overview:Click and Connect Online Limited is a leading wealth management firm based in Dubai, UAE.We are committed to providing exceptional financial services and solutions that cater to the unique needs of our esteemed clients.Salary:The successful candidate can expect a competitive salary package with attractive commission incentives, estimated at...


  • Dubai, Dubai, United Arab Emirates Caliberly Full time

    About the RoleCaliberly is seeking a highly skilled Senior Real Estate Marketing Strategist to join our team.


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

    Empowering Women in BusinessWe are seeking a talented and ambitious Wealth Manager to join our team at Wimbledon Wealth.About Us:At Wimbledon Wealth, we pride ourselves on fostering an inclusive environment where women can thrive in their financial journeys. Our firm is led by visionary CEO Sophia, who is deeply involved in women's business groups and...


  • Dubai, Dubai, United Arab Emirates Selby Jennings Full time

    About the RoleAs a Regional Growth Strategist at Selby Jennings, you will be responsible for leading the establishment and expansion of our presence across the Middle East. Based in Dubai, you will leverage your extensive network within the GCC region to forge high-level institutional relationships, drive strategic growth, and position our brand as a leader...


  • Dubai, Dubai, United Arab Emirates CC Staffing International Full time

    Key ResponsibilitiesWe are seeking a highly skilled Senior Content Strategist to join our team. The ideal candidate will be responsible for developing and implementing a comprehensive content strategy that aligns with our brand's vision and goals.Content Creation: Develop high-quality, engaging content that supports brand strategies and elevates brand...


  • Dubai, Dubai, United Arab Emirates Nathan HR Human Resources Full time

    Job SummaryWe are seeking an experienced Senior Financial Strategist to join our team at Nathan HR Human Resources in Dubai. This is a full-time position that involves overseeing and managing the company's financial operations, including financial reporting, budgeting, and compliance.Key Responsibilities:Financial ReportingPrepare and review accurate and...


  • Dubai, Dubai, United Arab Emirates TECCODD Full time

    Job OverviewWe are seeking a highly skilled Senior Influencer Marketing Strategist to join our team at TECCODD. As a key member of our marketing department, you will be responsible for developing and executing influencer marketing strategies that drive brand awareness and engagement.Key ResponsibilitiesDevelop and execute comprehensive influencer marketing...


  • Dubai, Dubai, United Arab Emirates State Street Corporation Full time

    About State Street Global AdvisorsAs a leading asset manager, we have served the world's governments, institutions, and financial advisors for over four decades. Our rigorous, risk-aware approach is built on research, analysis, and market-tested experience. We build cost-effective solutions from a breadth of active and index strategies.We are driven by a...


  • Dubai, Dubai, United Arab Emirates Duncan & Ross Full time

    About the RoleWe are seeking a highly skilled Senior Business Growth Strategist to join our team at Duncan & Ross. This is a fantastic opportunity for someone who is passionate about driving business growth and developing strategic partnerships.Key ResponsibilitiesBusiness Development: Identify and pursue new business opportunities across the GCC region,...


  • Dubai, Dubai, United Arab Emirates Ateca Consulting Full time

    Company OverviewAteca Consulting is a leading firm in private wealth management, serving high net worth individuals and family offices. We are seeking an experienced Private Wealth Manager to join our team.Job SummaryWe are looking for a skilled Elite Portfolio Strategist with a proven track record in managing client portfolios valued between $50M and $100M....


  • Dubai, Dubai, United Arab Emirates PER, Private Equity Recruitment Full time

    About our clientPER, Private Equity Recruitment is working in partnership with a prestigious family office-funded investment organisation. This organisation is renowned for its strategic and innovative investment approaches, with a diverse portfolio spanning multiple asset classes, including private equity and private credit.As a key member of their team,...


  • Dubai, Dubai, United Arab Emirates RS Recruitment Full time

    A high-performing Private Equity firm in Dubai seeks a seasoned investment expert to oversee junior team members and occasionally cover senior leadership responsibilities.You will be responsible for developing advanced financial models to inform internal and external investor decisions.Collaborate with the team to effectively utilise financial models,...


  • Dubai, Dubai, United Arab Emirates ITHR 360 Consulting FZE Full time

    Job Title: Luxury Sales StrategistLocation: UAEIndustry: Luxury CosmeticsCompany Overview:I THR 360 Consulting FZE is a leading consulting firm specializing in luxury cosmetics. We are seeking an experienced sales strategist to spearhead our growth in the UAE market.Salary: A highly competitive salary of AED 25,000 - AED 30,000 per month will be offered to...


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

    About the OpportunityWe are seeking a seasoned Real Estate Sales Manager - Off Plan Property to join our dedicated team at Independent Resourcing Consultancy Ltd.The successful candidate will be responsible for leading a team of sales professionals, providing bespoke advisory services to clients, and conducting thorough market research to stay ahead of...


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

    Are you a highly skilled financial professional looking for a challenging role? Click and Connect Online Limited is seeking an experienced Wealth Manager to join our dynamic team.About Our Company:As a leading wealth management firm in Dubai, UAE, we pride ourselves on providing personalized financial solutions tailored to each client's unique needs. Our...


  • Dubai, Dubai, United Arab Emirates Asian Infrastructure Investment Bank Full time

    The Asian Infrastructure Investment Bank (AIIB) is a leading multilateral development bank dedicated to financing the infrastructure of tomorrow. Our mission is centered around sustainability, and we have grown significantly since our inception in Beijing in 2016, with over 110 approved Members worldwide.We are seeking a skilled Speechwriter to join our...


  • Dubai, Dubai, United Arab Emirates international finance corporation Full time

    Job Description:International Finance Corporation seeks a seasoned Senior Investment Officer to support the execution of its business strategy globally. The successful candidate will have strong M&A experience and a proven track record of delivering targeted results on M&A, restructuring, and IPO mandates.Key Responsibilities:Originate and execute buy-side...


  • Dubai, Dubai, United Arab Emirates ARK People Solutions Full time

    As a Digital Marketing Strategist at ARK People Solutions, you will play a key role in advancing our culinary academy mission in Saudi Arabia by creating impactful digital marketing strategies. Working within a passionate and dynamic Business Development Team, your expertise will help promote our vision and initiatives to diverse audiences. Through...


  • Dubai, Dubai, United Arab Emirates ByteCrew Technologies Pvt Ltd Full time

    ByteCrew Technologies Pvt Ltd is a leading provider of innovative solutions, and we are seeking an exceptional Digital Marketing Strategist to join our team. This role offers a competitive salary of $120,000 per annum.About the RoleThis key position involves developing and executing strategic marketing plans to elevate our event and consulting services. The...