- Working 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 clientneeds.
- Analyzing various markets and conductingresearch.
- Making adjustments to clientinvestments over time, such as switching to a lower-risk investmentas a client reaches retirementage.
- Communicating openly, consistently, andhonestly with clients and always keeping them informed aboutchanges to your investmentstrategy.
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PFA Investment Advisor
Found in: Talent AE A C2 - 2 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 - 2 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: DrJobEN AE A2 - 5 days ago
Robert Walters Dubai, United Arab EmiratesOur client is an International Asset Manager setting up in the DIFC, looking to hire an Investment Advisor to support their RMs on a broader subject matter perspective · At least 8 years as an Investment Advisor across a mix of asset classes · Prior experience in a leading Privat ...
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Investment Advisor
Found in: Talent AE A C2 - 5 days ago
Robert Walters Dubai, United Arab EmiratesOur client is an International Asset Managersetting up in the DIFC, looking to hire an Investment Advisor tosupport their RMs on a broader subject matterperspective · At least 8years as an Investment Advisor across a mix of assetclasses · Prior experience in a leading PrivateBank ...
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Investment Advisor
Found in: DrJobEN AE A2 - 9 hours ago
charterhouse Dubai, United Arab EmiratesWorking 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 ba ...
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Investment Advisor
Found in: Talent AE 2A C2 - 6 days ago
Charterhouse Dubai, United Arab EmiratesWorking 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 c ...
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Senior Investment Advisor
Found in: DrJobEN AE A2 - 2 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: beBee S2 AE - 3 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 - 2 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: DrJobEN AE A2 - 6 days 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 - 2 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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MASTER LICENSEE, Fractional Director services
Found in: Talent DE C2 - 2 days ago
Boardroom Advisors Dubai, United Arab Emirates ContractMaster Licensees · Background Information · Board Advisors provide an excellent solution for ambitious businesses looking for growth, · profitability and stability. · Increasing numbers of senior level people are turning to a portfolio career, seeking to have · more control o ...
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Associate Creative Director Experience Design
Found in: Joveo US A2 Publicis Sapient - 2 days 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 - 9 hours 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 - 6 days 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 - 1 day 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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Data Analyst III
Found in: DrJobEN AE A2 - 6 days ago
Dice Dubai, United Arab EmiratesAre you a Financial Advisor or a Stock Broker looking for the next step in your career? Our client has an opportunity for you Check out the Investment Counselor · Do you have a background in Finance and Investments as either an advisor or broker, Are you a high achiever? Do you ...
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Associate Creative Director
Found in: Talent AE A C2 - 1 day ago
Hilton Dubai Dubai, United Arab EmiratesOverview · TheNew Business Advisor will be the initial point of contact withclients and is responsible for attracting and onboarding new clientrelationships. This individual will have a broad understanding ofwealth management practices and investment strategies with theideal cand ...
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Senior Private Banker
Found in: DrJobEN AE A2 - 2 days ago
CHARTERHOUSE MIDDLE EAST Dubai, United Arab EmiratesThe Senior Private Banker will be expected to secure and manage the investments of HNI and UHNI both in the region and internationally. This role will be required to have extensive experience with managing this level of clientele and should be able to provide suitable investment ...
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Senior Private Banker
Found in: Talent AE A C2 - 2 days ago
CHARTERHOUSE MIDDLE EAST Dubai, United Arab EmiratesThe Senior Private Banker will be expected tosecure and manage the investments of HNI and UHNI both in theregion and internationally. This role will be required to haveextensive experience with managing this level of clientele andshould be able to provide suitable investment mana ...