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Alternative Investment Advisor

2 months ago

Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full time
About Our Company

Independent Resourcing Consultancy Ltd is a leading provider of innovative wealth management solutions.

Job Description

**Role Overview**

We are seeking a highly skilled Alternative Investment Advisor to join our dynamic team. As a key member of our financial services team, you will be responsible for providing expert financial advice and personalized investment strategies to our clients.

Key Responsibilities:

  1. Client Engagement: Build and maintain strong relationships with clients, understanding their financial goals, risk tolerance, and investment preferences.
  2. Financial Planning: Develop comprehensive financial plans tailored to each client's needs, including retirement planning, tax optimization, estate planning, and more.
  3. Investment Strategy: Create and implement personalized investment strategies, utilizing a wide range of financial products and services offered by our company.
  4. Market Analysis: Stay updated with global financial markets, economic trends, and investment opportunities to provide informed advice.
  5. Digital Interaction: Utilize interactive platforms and digital tools to communicate with clients, conduct virtual meetings, and provide real-time investment updates.
  6. Compliance: Ensure all advisory activities comply with regulatory standards and company policies.
  7. Client Education: Educate clients on various financial products, market trends, and investment strategies to empower them to make informed decisions.

Qualifications:

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

  • Competitive package with attractive commission structure.
  • Comprehensive health and wellness benefits.
  • Opportunities for professional growth and development.
  • A collaborative and innovative work environment.
  • Access to cutting-edge digital tools and platforms.