Investment Advisor
3 weeks ago
At Deutsche Bank, we are seeking a skilled Investment Advisor to join our Private Bank team. As a key member of our team, you will be responsible for providing expert investment advice and portfolio management services to our high net worth clients.
Key Responsibilities:- Act as the central point of contact for clients' investment needs and advice, increasing share of wallet from existing clients.
- Partner with the Relationship Manager to serve clients across a defined portfolio.
- Serve as strategic advisor on client's overall investment portfolio, driving holistic portfolio construction and asset allocation activities.
- Assess clients' overall risk appetite and keep client risk profiles up-to-date and regularly reviewed.
- Responsible for execution of all investment trades and conduct portfolio reviews with assigned clients and relevant internal partners.
- Own overall suitability and appropriateness of all investments for the client.
- 8 or more years of relevant investment experience, with a minimum of 5 years in wealth management.
- Proven experience in portfolio construction and asset allocation, with knowledge and understanding of private clients and U/HNWI client needs.
- Managing and/or advising on multi-asset class portfolios for clients across traditional and alternative assets.
- Fluent in delivering a capital market outlook from both an investment strategist's view and a manager's view.
- Flexible working arrangements to assist you balance your personal priorities.
- Coaching and support from experts in your team.
- A culture of continuous learning to aid progression.
- A range of flexible benefits that you can tailor to suit your needs.
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Senior Financial Advisor
5 days ago
Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full timeWe are seeking a highly skilled Senior Financial Advisor to join our esteemed team at Wimbledon Wealth.About Us:We pride ourselves on delivering exceptional wealth management services and providing innovative solutions that meet the unique needs of our clients.Role Overview:As a Senior Financial Advisor, you will play a pivotal role in advising clients on...
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Financial Advisor
1 month ago
Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full timeJob Title: Alternative Investment AdvisorLocation: Dubai, UAEAbout Our Client:Our client is a leading wealth management firm based in Dubai, offering a comprehensive 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...
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Senior Investment Manager
3 weeks ago
Dubai, Dubai, United Arab Emirates CHARTERHOUSE MIDDLE EAST Full timeRole OverviewThe Senior Private Banker will be responsible for securing and managing the investments of high net worth individuals (HNI) and ultra high net worth individuals (UHNI) within the region and internationally.This role requires extensive experience in managing this level of clientele and the ability to provide suitable investment management...
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Real Estate Investment Specialist
3 weeks ago
Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full timeRole OverviewWe are seeking a skilled Property Investment Advisor to join our team at dV Property International. As a key member of our team, you will be responsible for providing expert advice to clients on property investment opportunities.Key ResponsibilitiesOffer bespoke advisory services to clients, providing guidance on property options and market...
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Strategic Investments Director
3 weeks ago
Dubai, Dubai, United Arab Emirates myGwork - LGBTQ+ Business Community Full timeJob DescriptionWe are myGwork - LGBTQ+ Business Community, a company that champions diversity and innovation. We are seeking a talented Strategic Investments Director to join our team.Key ResponsibilitiesLead the commercial diligence of startup investments prior to investment decisionInteract with key investors and startup customers to capture insights and...
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Financial Advisor
1 month ago
Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full timeAbout Our ClientOur client is a leading wealth management firm based in Dubai, offering a comprehensive range of services and products to their esteemed clients.Job DescriptionRole Overview:We are seeking an experienced Alternative Investment Advisor to join our dynamic team. The successful candidate will provide expert financial advice and personalized...
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Expert Financial Advisor
4 weeks ago
Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full time**Role Overview**Our client, a leading wealth management firm, is seeking an experienced Expert Financial Advisor to join their dynamic team. The successful candidate will provide expert financial advice and personalized investment strategies to clients, leveraging digital tools and interactive platforms to ensure a seamless and efficient advisory...
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Real Estate Investment Specialist
3 weeks ago
Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full timeUnlock Your Potential as a Property Investment AssociatedV Property International is a leading player in the global real estate market, with a rich heritage of over 30 years in property investment. Our mission is to deliver unparalleled service and expertise to investors and home seekers around the world.The Opportunity:We are seeking a dynamic Property...
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Senior Real Estate Investment Specialist
3 weeks ago
Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full timeUnlock Your Potential as a Senior Real Estate Investment SpecialistdV Property International is a leading player in the global real estate market, with a rich heritage of over 30 years in property investment. Our mission is to deliver unparalleled service and expertise to investors and home seekers around the world.The Opportunity:We are seeking a dynamic...
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Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full timeUnlock your potential in the dynamic Dubai real estate market as a Mandarin-speaking Off-Plan Real Estate Sales Specialist at Click and Connect Online Limited.Company OverviewWe are a leader in the global real estate market, boasting over 30 years of expertise in property investment. Our mission is to provide unmatched service and expertise to investors and...
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Dubai, Dubai, United Arab Emirates clyder&co dubai Full timeKey Responsibilities:As a Strategic IT Advisor for TMT and Commercial Projects, you will be responsible for advising clients on large scale IT outsourcing and digital transformation projects. This will involve working closely with clients to understand their business needs and providing expert advice on how to achieve their goals.Key Projects:Some examples...
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Private Bank Investment Manager
3 weeks ago
Dubai, Dubai, United Arab Emirates Talent Pal Full timePrivate Bank Investment Manager Job DescriptionAbout the Role:We are seeking a highly skilled Investment Manager to join our team at Deutsche Bank Wealth Management. As an Investment Manager, you will be responsible for providing investment advice and guidance to clients, as well as managing their investment portfolios.Key Responsibilities:Act as the central...
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Senior Wealth Management Advisor
3 weeks ago
Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full timeJob Title: Senior Wealth Management AdvisorAbout the Role:We are seeking an experienced and ambitious Senior Wealth Management Advisor to join our team at Independent Resourcing Consultancy Ltd. As a Senior Wealth Management Advisor, you will be responsible for providing high-quality wealth management advice to our clients, building long-term relationships,...
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Senior Wealth Advisor
3 weeks ago
Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full timeAbout the Role:We are seeking a seasoned financial professional to join our team as a Senior Wealth Advisor. This is an exceptional opportunity for a dedicated and ambitious individual to enhance their career experience and develop personal and business equity in one of the world's most dynamic economies.About the Client:Our client is a prestigious member of...
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Financial Services Specialist
1 month ago
Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full timeInvestment AdvisorIndependent Resourcing Consultancy Ltd is seeking a skilled Investment Advisor to join our team. As an Investment Advisor, you will be responsible for providing expert investment advice and developing personalized financial strategies for our clients.Key Responsibilities:Conduct thorough financial assessments to understand clients'...
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High Net Worth Client Advisor
2 weeks ago
Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full timeAbout the Role:We are seeking an experienced High Net Worth Client Advisor to join our team at Independent Resourcing Consultancy Ltd. As a key member of our wealth management team, you will be responsible for managing and growing a portfolio of ultra-high-net-worth non-resident Indian (NRI) clients.Key Responsibilities:Client Relationship Management: Build...
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Senior Property Advisor
4 weeks ago
Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full timeRole: Senior Property AdvisorLocation: United Arab EmiratesRoman Realty, a global property consultancy, is expanding its team. We are partnered with a leading wealth management firm, offering unparalleled opportunities for growth within the UAE and internationally.We are committed to building a diverse and inclusive team at Roman Realty. We invite...
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Strategic Financial Consultant
3 weeks ago
Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full timeJob Title: Investment AdvisorLocation: RemoteJob Summary: A highly skilled Investment Advisor is sought to join our team at Click and Connect Online Limited. The successful candidate will be responsible for providing expert investment advice, developing personalized financial strategies, and managing client portfolios to help achieve their financial...
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Chief Financial Officer
3 weeks ago
Dubai, Dubai, United Arab Emirates Jobot Full timeJob SummaryWe are seeking a highly experienced Chief Financial Officer to join our team at Jobot. The ideal candidate will have a strong understanding of investment management, financial planning, and tax strategies. As a key member of our team, you will be responsible for overseeing the financial aspects of our family office, providing strategic financial...
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Financial Services Specialist
3 weeks ago
Dubai, Dubai, United Arab Emirates ClickJobs Full timeRole OverviewAs a Private Client Financial Advisor at ClickJobs, you will be responsible for providing expert financial guidance to our clients. This includes analyzing their financial information, identifying investment opportunities, and developing tailored solutions to meet their goals.Key Responsibilities• Identify client objectives and goals, and...