- Working with clients to identify their unique investment goals.
- Formulating investment strategies based on client goals.
- Issuing client documents, including monthly or yearly portfolio reports.
- Managing client documents for tax reporting.
- Suggesting investment products based on client needs.
- Analyzing various markets and conducting research.
- Making adjustments to client investments over time, such as switching to a lower-risk investment as a client reaches retirement age.
- Communicating openly, consistently, and honestly with clients and always keeping them informed about changes to your investment strategy.
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PFA Investment Advisor
Found in: Talent AE A C2 - 4 days ago
UBS Dubai, United Arab EmiratesYourexpertise · Kaufmännische Ausbildung,idealerweise mit einer Weiterbildung im Bank- oderFinanzwesen · Einen Hochschulabschluss oder eingleichwertiges Ausbildungsniveau · Erfahrung inder Kundenbetreuung im Bankensektor sowie fundierte Expertise imBereich Finanzprodukte undFinan ...
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PFA Investment Advisor
Found in: DrJobEN AE A2 - 4 days ago
UBS Dubai, United Arab EmiratesYour expertise · Kaufmännische Ausbildung, idealerweise mit einer Weiterbildung im Bank- oder Finanzwesen · Einen Hochschulabschluss oder ein gleichwertiges Ausbildungsniveau · Erfahrung in der Kundenbetreuung im Bankensektor sowie fundierte Expertise im Bereich Finanzprodukte un ...
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Investment Advisor
Found in: Talent AE A C2 - 1 hour ago
Robert Walters Dubai, United Arab EmiratesAt least 8years as an Investment Advisor across a mix of assetclasses · Prior experience in a leading PrivateBank also being considered · Experience with anAsset Manager preferred · Certification such as aCFA also highly preferred · ...
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Investment Advisor
Found in: DrJobEN AE A2 - 9 hours ago
Robert Walters Dubai, United Arab EmiratesAt least 8 years as an Investment Advisor across a mix of asset classes · Prior experience in a leading Private Bank also being considered · Experience with an Asset Manager preferred · Certification such as a CFA also highly preferred · ...
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Investment Advisor
Found in: beBee S2 AE - 21 hours ago
Charterhouse UAE Dubai, United Arab EmiratesCharterhouse is working with one of the fastest growing Financial Services firms, who is looking to hire an Investment Advisor to join their team. This role will be required to maintain relationships with existing customers as well as bring on new business through both warm and ...
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Investment Advisor
Found in: DrJobEN AE A2 - 1 day ago
CHARTERHOUSE MIDDLE EAST Dubai, United Arab EmiratesOpen Position: Java, Technical Lead (Technology-based Company) · An MNC Technology Company is currently hiring for Java, Technical Lead to join the team and be based in the Selangor · Key responsibilities include:Lead technical engagement and collaborate with Software Engineers ...
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Investment Advisor
Found in: Talent AE A C2 - 1 day ago
CHARTERHOUSE MIDDLE EAST Dubai, United Arab EmiratesOpen Position: Java,Technical Lead (Technology-basedCompany) · An MNC Technology Company iscurrently hiring for Java, Technical Lead to join the team and bebased in the Selangor · Keyresponsibilitiesinclude:Leadtechnical engagement and collaborate with Software Engineers andProje ...
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Investment Advisor
Found in: Talent AE A C2 - 2 days ago
charterhouse Dubai, United Arab EmiratesWorking with clients to identifytheir unique investment goals. · Formulatinginvestment strategies based on clientgoals. · Issuing client documents, includingmonthly or yearly portfolio reports. · Managingclient documents for tax reporting. · Suggestinginvestment products based on ...
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Senior Investment Advisor
Found in: DrJobEN AE A2 - 4 days ago
CHARTERHOUSE MIDDLE EAST Dubai, United Arab EmiratesThe Senior Investment Advisor will be responsible for bringing new clients on board and acting as the point of contact for leads, drafting investment proposals and managing the pipeline of ongoing cases. This role will be expected to monitor market performance to develop and deli ...
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Senior Investment Advisor
Found in: Talent AE A C2 - 4 days ago
CHARTERHOUSE MIDDLE EAST Dubai, United Arab EmiratesThe Senior Investment Advisor will beresponsible for bringing new clients on board and acting as thepoint of contact for leads, drafting investment proposals andmanaging the pipeline of ongoing cases. This role will be expectedto monitor market performance to develop and deliver ...
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Senior Investment Advisor
Found in: beBee S2 AE - 5 days ago
Charterhouse UAE Dubai, United Arab EmiratesCharterhouse is working with one of the fastest growing Financial Services firms who is looking to hire a Senior Investment Advisor to join their team. · About the role · The Senior Investment Advisor will be responsible for bringing new clients on board and acting as the point ...
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Senior Investment Advisor
Found in: Talent AE A C2 - 1 day ago
Talent Pal Dubai, United Arab EmiratesThe Role · Guildhall is a premier recruitmentagency in Dubai known for connecting top talent with leadingorganisations across various industries. We are currentlyrepresenting a Boutique real estate brokerage in Dubai dedicated toproviding exceptional service and personalised sol ...
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Senior Investment Advisor
Found in: DrJobEN AE A2 - 9 hours ago
Talent Pal Dubai, United Arab EmiratesThe Role · Guildhall is a premier recruitment agency in Dubai known for connecting top talent with leading organisations across various industries. We are currently representing a Boutique real estate brokerage in Dubai dedicated to providing exceptional service and personalised ...
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Senior Investment Advisor – Corporate Banking
Found in: Talent AE C2 - 4 days ago
Emirates Islamic Dubai, United Arab Emirates Full timeJob Description · Investment Products revenue growth and penetration increaseDrive initiatives to increase investment revenues and penetration in priority banking customers · Manage and meet customers and develop investment proposals for large customers through profiling and mode ...
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Associate Creative Director Experience Design
Found in: Joveo US A2 Publicis Sapient - 1 day ago
Publicis Sapient Dubai, United Arab Emirates Full timeAs an Associate Creative Director at Publicis Sapient, you act as your clients' trusted advisor in leading the overall vision, strategy, roadmap, and prioritisation for a specific digital product, or products, within an engagement. · You are part of the Experience capability gro ...
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Auditor Quality Assurance Cobra
Found in: DrJobEN AE A2 - 2 days ago
Puma Dubai Dubai, United Arab EmiratesWe are working with an international Asset Manager (50bn+ AUM) now growing its European Infrastructure team in London and hiring an Investment Associate to assist with deal evaluation, asset management and ; · THE ROLE:Researching and analyzing financial statements, industry info ...
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Database Administrator
Found in: DrJobEN AE A2 - 9 hours ago
Dice Dubai, United Arab EmiratesOverview · The New Business Advisor will be the initial point of contact with clients and is responsible for attracting and onboarding new client This individual will have a broad understanding of wealth management practices and investment strategies with the ideal candidate havi ...
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Associate Creative Director
Found in: DrJobEN AE A2 - 3 days ago
Hilton Dubai Dubai, United Arab EmiratesOverview · The New Business Advisor will be the initial point of contact with clients and is responsible for attracting and onboarding new client relationships. This individual will have a broad understanding of wealth management practices and investment strategies with the ideal ...
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CFO 20-40 hoursweek
Found in: DrJobEN AE A2 - 1 day ago
Jobot Dubai, United Arab EmiratesWhy join us? · Opportunity to have responsibility for the oversight and implementation of financial strategies aligned with the family's goals and objectives. Provide strategic recommendations to the family members regarding investment opportunities, risk management, and financia ...
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CFO 20-40 hoursweek
Found in: Talent AE A C2 - 21 hours ago
Jobot Dubai, United Arab EmiratesWhy joinus? · Opportunityto have responsibility for the oversight and implementation offinancial strategies aligned with the family's goals andobjectives. Provide strategic recommendations to the family membersregarding investment opportunities, risk management, and financialdeci ...