Investment Advisor

2 days ago


Dubai, Dubai, United Arab Emirates Investo Investment LLC Full time 200,000 - 400,000 per year

Company Description

Investo Investment LLC is one of Dubai's premier investment firms, dedicated to empowering future investors and contributing to the economic growth of the city. With a diversified portfolio extending across local and international assets, including commercial real estate, commodities, trading, and delivery vans, the company provides sustainable investment opportunities that deliver long-term value. Originating from Crescent International Group, a renowned investment and property development firm, Investo is grounded in a legacy of business excellence and strong client relationships. Committed to customer-centricity, sustainability, and ethical practices, Investo offers tailored financial and investment solutions for high-net-worth and institutional clients. The company combines advanced market research with innovative strategies to meet each client's unique needs and ensure exceptional client satisfaction.

Role Description

This is a full-time, on-site role based in Dubai, United Arab Emirates, for an Investment Advisor. The Investment Advisor will be responsible Engage with clients to understand their financial goals and provide suitable investment recommendations. Conduct consultations to present relevant investment products and solutions professionally. Build and maintain long-term relationships with clients through consistent follow-up and support. Achieve individual performance and revenue targets as established by management.

Maintain thorough knowledge of current market conditions, financial products, and regulatory requirements. Utilize CRM tools to document interactions and manage the client pipeline effectively.

Ensure strict compliance with company policies, industry regulations, and ethical guidelines. Go the "extra mile" to meet sales target and facilitate future sales.

Qualifications

  • Candidate must have a minimum of 4–5 years of proven sales experience in investment advisory, financial sales, or banking roles within the financial services sector.
  • At least 2 years of UAE experience is a must.
  • Proven track record of meeting or exceeding sales or client acquisition targets.
  • Strong interpersonal and communication skills, with the ability to build trust with clients.
  • In-depth understanding of financial markets and investment instruments.
  • Familiarity with CRM platforms and sales tracking tools.

You can earn from AED 7000 up to AED incentives
(based on experience)


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